Convert an Inquiry to a Booking

Convert an inquiry to a booking

If a customer has made an inquiry and now wants to book the job in, users can convert the inquiry to a booking, instead of creating a new booking. To do this:
  1. Go to the inquiry
  2. Click Inquiry at the top right of the page
  3. Select Convert to Booking
  4. Complete the booking form
  5. Press Save Changes
  6. This will bring up the booking confirmation email. Press Send to email the booking confirmation to the customer

Alternatively,
  1. Go to Inquiries
  2. Select the type of inquiry you wish to view or select All Inquiries
  3. On the overview of the inquiry you wish to convert click Actions
  4. Select Convert to Booking
  5. Complete the booking form
  6. Press Save Changes
  7. This will bring up the booking confirmation email. Press Send to email the booking confirmation to the customer

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