Inquiries
Capture incoming booking inquiries, triage them and turn them into events.
5 articles
Create a quote or invoice directly from an inquiryCreate a quote or invoice with a single click from any open inquiry and edit it directly in the document editor — without leaving the inquiry view.Accept, reject, or convert an enquiry into an eventAfter reading this article you will know how to accept an enquiry and activate the event, how to decline it with an optional reason while deciding whether the customer gets a rejection email, and how to archive or reactivate enquiries.Manually log a phone inquiryAfter reading this article you'll be able to log inquiries that come in by phone or informal email directly in Univents — complete with contact, date, guest count, and estimated value.Managing the Inquiry Inbox (Kanban & List)After reading this article you'll be able to view, sort, filter, and search incoming booking inquiries using the split-panel inbox, the Kanban board, or the list view, and assign an assignee.Order from suppliers & check staff — from the inquiryAfter this article you can send supplier orders straight from an inquiry and see at a glance how many team members are available on the requested date.
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