Turn an inquiry into a booking

Each open inquiry in Inquiries has a few ways to get to a booking. Pick the one that fits how far along you are. All of them need the person's email.

Hold a time

Best when you've agreed on a time and want them to lock it in.

1. Click Hold a time.
2. Pick their Session, then an open Time. Only times that fit that session are offered: long enough, and not kept for another package. The list covers your open times over the coming four months, leaving out any that clash with your connected Google Calendar.
3. Add a Personal note (optional) for the email if you like.
4. Click Hold it and email them.

The time is hidden from everyone else for three days (or until the session, if that's sooner). They get an email that opens your booking page on that time, with the deposit amount. Once they pay the deposit it's booked and the inquiry is marked Booked. If they don't book in time, the time opens to everyone again.

If you see "That time is too short for that session, or is kept for another one", pick another time or open up a new one.

Send booking link

Best when they still need to choose a time.

1. Click Send booking link.
2. Pick a Session (optional), or leave Let them choose.
3. Add a Personal note (optional) if you like.
4. Click Email the link.

They pick a time and pay the deposit online. The booking, contract and client record follow on their own, and the inquiry is marked Booked when they book. The link works even if your website hides prices or takes inquiries only.

Book by hand

Best for sessions arranged by text, DM or in person, where they won't pay online.

Click More, then Book by hand. This makes them a client and opens their client page at the Book a session by hand form. See Add a session by hand.

You get the same result by setting the inquiry's Status to Booked (add the session next) and clicking Save.

Send a proposal

Not sure which package suits them? Under More, Send a proposal lets you offer up to three packages to choose from.