Enquiries

Enquiries represent inbound leads: someone interested in a trip. They can arrive via web forms, email, phone, referrals, or be manually entered by your team. Each enquiry captures the customer's contact details, the source of the lead, and any initial notes about their trip requirements.

For the complete set of statuses and how they move, see Enquiry to Booking Flow.

The enquiries list

The enquiries list (Enquiries in the sidebar) is your inbox of leads.

Filters

• Search: Free-text across name, email, message, and reference.
• Status: New or Qualified (the default working set), specific statuses, or Closed (Rejected and Quote Started).
• Source: Web form, email, phone, manual, etc.
• Owner: The team member assigned.
• Tags: Any tags applied to the enquiry.
• Date range: Filter by creation date.

Views

Use the view toggle to switch between list view (table) and grid view (cards).

In list view the columns include:

• Source: Channel the enquiry came from (icon + label).
• Customer: Name and email of the enquirer.
• Status: Coloured badge.
• Message preview: First ~80 characters of the message.
• Owner: Assigned team member.
• Created: Relative time (e.g. "2 hours ago").

In grid view each enquiry is a card with the same key fields, useful for quickly triaging visually.

Creating an enquiry

From Enquiries → New you can manually create an enquiry. Fields include:

• Customer details: Name, email, phone. If an email matches an existing customer, the enquiry is linked to them.
• Source: Web form, email, phone, referral, manual, or a custom marketing source.
• Marketing source: Optional sub-source (e.g. Google Ads, Travel Agent X).
• Message: Free-text description of what they want.
• Trip dates and party size: Optional structured fields.
• Tags: Apply any number of tags.

Enquiry detail page

Opening an enquiry shows:

• A status stepper along the top (New → Qualified → Quote Started, with a separate Rejected terminal state).
• Contact information with a match indicator if an existing customer has the same email.
• Source and marketing source.
• Rejection details (if the enquiry is rejected): reason, notes, who rejected it, when.
• Attachments uploaded to the enquiry.
• Tags with quick edit.
• A timeline of every action on the enquiry.

Actions

Depending on the current status, you can:

• Qualify: Mark the enquiry as a viable lead.
• Reject: Choose a rejection reason (configured in Reference → Lists) and add optional notes.
• Start Quote: Create a booking from the enquiry. The enquiry moves to Quote Started and is read-only thereafter. All ongoing work happens on the booking.

Editing

The Edit page lets you change customer details, source, message, and tags. Once an enquiry is Quote Started or Rejected it becomes read-only. Make edits on the corresponding booking instead.

How web form submissions become enquiries

Forms (see Forms) can be configured to create an enquiry on submission. Submissions land in the enquiry list as New, sourced as Form, with the form's responses attached.

Tips

• Use status: New or Qualified as your default working view to focus on active leads.
• Apply consistent tags to enquiries so the Enquiry Sources and Sales Funnel reports can break them down meaningfully.
• Customise your rejection reasons in Reference → Lists so reporting can group lost leads by reason.