Displaying and Customising the Contact Us Link

Need customers to raise questions, get a call-back, or request a tailored quote without leaving your portal? OctopusPro’s Contact Us link turns your Customer Portal and embedded Booking Widget into a fully branded lead-capture funnel. A single toggle surfaces an enquiry form, routes every submission to your CRM, and lets admins convert enquiries to quotes in one click—removing friction for prospects and cutting first-response time. Research shows well-placed “Contact Us” links and short enquiry forms can lift lead conversion by 25 %–40 % while reducing support tickets.

What the Contact Us link delivers

• Instant lead capture – Customers open a branded form, enter details, choose a preferred call-back time, and hit Send. Submissions post straight into Inquiries › New Inquiries.
• One-click quote creation – Admins convert an inquiry to a quote, keeping the full history attached to the booking record for seamless tracking. For more information, visit our guide on converting an inquiry to a quote.
• Full customisation – Add or reorder fields, rename labels, or match portal colours in Settings › Communications › Inquiry Form. Compact forms (3–5 fields) drive the highest conversion. For detailed instructions, see our guide on customizing your lead capture form.
• Real-time admin alerts – Notify specific roles or teams so the first response lands within minutes—crucial for competitive service markets.

Activating the link

1. Settings › Customer Portal › Flags & Permissions
2. Scroll to Website Flags.
3. Toggle Display Contact Us link in menu → ON.
4. Save. A Contact Us link now appears at the top-right of the portal and widget navigation—as UX guidelines recommend for high-visibility actions.

Customer experience flow

Step	Customer view	Admin view
Open link	Form pops with fields for name, email, phone, address, comment, preferred date/time.	–
Submit	Confirmation banner + autoresponder (optional).	New record in Inquiries › New Inquiries; email/SMS alert fired.
First response	Receives reply or quote inside SLA window.	Click Convert to Quote or Reply; quote inherits all inquiry data.

Use-case examples

Industry	Benefit
Home maintenance	Capture ad-hoc repair requests 24/7, then schedule the nearest fieldworker.
Event services	Allow prospects to describe custom requirements; turn the inquiry into a tailored quote.
Consulting & coaching	Offer a quick call-back option that syncs to staff calendars for discovery sessions.
Equipment hire	Gather delivery location, dates and item list in one form; auto-generate a quote with deposit terms.

Best-practice tips

• Keep it short: Limit to 3–5 mandatory fields to maximise form completion rates.
• Use clear labels: “Tell us about the service you need” outperforms generic “Comments.”
• Auto-assign owners: Create rules to route plumbing inquiries to the plumbing team, gardening to gardening, etc.
• Measure & iterate: Track inquiry-to-quote conversion; A/B test field order or labels every quarter.

Troubleshooting & FAQs

Question	Answer
Why can’t I see the flag?	Ensure Accept Online Bookings is enabled; the flag lives under Website Flags.
Can customers attach photos?	Yes—enable the File Upload field in the form editor to let users add images (e.g., damage photos).
Can fieldworkers view inquiries?	Grant view permissions under User Roles if fieldworkers need visibility for quoting or pre-visit checks.
How do I style the button?	Go to Branding & Style › Custom CSS and target .contact-us-btn

Deploying the Contact Us link turns your OctopusPro portal into a round-the-clock lead generator, shortens sales cycles, and ensures every prospect lands in the right workflow—from first click to scheduled job—all without writing a single line of code.