Record an inquiry and track it to a quote

Log each enquiry with dates, party size and what they want, then move it through Replied and Quoted as you answer.

In the app

Inquiries

Who

Owners, admins and front desk

You answer the guest on WhatsApp, email or whichever channel they used, then record here what happened, so every enquiry has an owner and a next step.

1. 1

   Press New inquiry

   Enter the Name and a Phone or email. Under What do they want?, pick Fun dives, Course, Snorkel, Package or Other.

2. 2

   Add the dates, party and channel

   Fill in Arriving, Leaving and How many, or leave the dates blank if they are still deciding. Choose How they got in touch and Who is looking after it, add Notes and press Add inquiry.

3. 3

   Answer them, then press Reply

   The inquiry appears under New on the board. Answer the guest on their channel, open the inquiry and press Reply to move it to Replied.

4. 4

   Record that you sent a price

   When you have sent them a price, open the inquiry and press Send a quote to move it to Quoted.

5. 5

   Keep an eye on who is waiting

   Waiting on us counts inquiries nobody has answered, and Waiting on a reply lists the longest waits. The wait tag on an inquiry turns red at three days.

6. 6

   Close it out

   If they go elsewhere, open the inquiry and press Mark as lost. If they book, create the booking from Bookings.