Enquiries

Turning an enquiry into a quote or a booking

From an enquiry, either build a quotation with the customer’s details already filled in, or record a booking straight away when they have said yes.

Updated November 5, 2026•1 min read

Where to find itMainEnquiriesOpen in admin

Open an enquiry. Two buttons at the top move it forward, depending on where the conversation is.

Create Quotation

Use this when the customer wants a price first. The quotation wizard opens with the customer name, contact details, travel date, traveller count and package already filled in, and the quote stays linked to the enquiry. See Building a quotation for the rest.

Convert to Booking

Use this when the customer has confirmed. The customer and package carry over. You only fill in what the enquiry could not know:

Convert enquiry from Arjun Mehta page showing customer name, phone and package, a Trip section with travel date and adult, child and infant counts, and a Payment section with Total amount and Amount paid

Confirm or change the travel date.
Check the adult, child and infant counts.
Enter the total amount and anything already paid.
Click "Convert to booking". The booking is created and the enquiry is marked Converted.

TipThe Convert button on each row of the Enquiries list opens the same form, so you can skip the detail page.

PreviousWorking your enquiries list

Related in Enquiries

Working your enquiries listEvery enquiry from your website lands here and rings the notification bell. Filter by status, open the details, and keep each lead’s status up to date.

Still stuck on this?

We can walk you through it on a short call, or fix it if something is broken.

Report a bug