BookingsPlus is ideal for storing all your enquiries in one place. This gives you easy access for any follow-up, as well as giving you the option to convert the enquiry to a booking.
An enquiry can either be added from the [Calendar] tab or [Enquiries] tab as an Admin. See Add a New Enquiry. They are also received directly from potential clients through your website.
Once the enquiry form is open, you can follow instructions below.
- Contact Details - Fill in as many contact details as you can obtain. TIP You will need an email address to make a booking.
- You may receive an enquiry from an existing client. You can use the "Clients" dropdown to select their account, which will automatically populate their contact details.
- Enquiry Query - Select the bookable space required & choose pricing option. VAT will default to zero - amend as required.
- To add additional spaces, click on as many times as required.
- Date and Time - choose the Date & Time of first booking ensuring the correct time format HH:MM is used. Only populate the 'on the' date with a different date to the first date if the booking goes over midnight.
- Recurrence - To recur a booking, click on the drop down box & select options required.
- Term Time Only - this is driven from the holiday dates within the 'Manage' area of your system. Ensure these are kept up to date.
Now click
- Enquiry Details - the results of your enquiry will be shown within the table. Lines in green are available, lines in red are either booked or the venue is closed. Find out more in our Checking an availability on an Enquiry.
- Enquiry Notes -
- Referrer - try to capture this information to assist feedback on your marketing.
- Message - if your enquiry came through the website, this will be the section they filled in. If on the phone, just add a brief summary of the request.
- Notes - this space is for you to add any relevant information regarding the enquiry, i.e. for an event: how many people, any entertainment, alcohol being served, what times allowed for clearing away etc. TIP Put your initials/date before any comments to help create an audit trail (eg FF 04/09/2020)
- Follow Up - Optional reminder section.
Select