Daily work

Track enquiries from new to booked

Enquiries is your list of every customer. Each one has a status: New, Contacted, Quoted, Booked or Closed.

1. 1

   Add a booking by hand

   Press + Add booking for walk-in or phone customers. Fill in the customer, destination, adults, children and dates, and type the selling amount for each service that applies. The confirmed price fills in as the total.

2. 2

   Update the status

   Open an enquiry and change its status as you work: Contacted when you've replied, Quoted when you've sent a price, Booked when they confirm.

3. 3

   Let the customer know

   Use the status email to tell the customer their booking has moved forward. It goes out in your agency's name.

4. 4

   Find anyone

   Use the period buttons, the status and destination filters, the sort options and the search box (name, phone or email).

5. 5

   Export

   Press Export this page to download the enquiries you are looking at as a CSV file for Excel. Use the filters first to choose which ones.