Managing enquiries and converting them into bookings

When a visitor fills in the enquiry form on your storefront, it appears instantly in the Enquiries list and triggers a notification in the bell icon at the top of every admin page — so a new lead never depends on you remembering to check a page.

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Working an enquiry

• Filter the list by status to see only New enquiries, or switch to All to review the full history.
• Click View to see the full enquiry — customer contact details, the package they asked about, and their preferred travel date.
• Export the list to CSV if you need to hand it to someone outside the admin panel.

Converting to a booking

Once a lead confirms they want to go ahead, click Convert on their row. The customer’s details and the package they enquired about carry straight over — there is no re-typing a name, phone number or package that already exists in the enquiry. You only need to fill in what the enquiry couldn’t know yet:

• Confirmed travel date
• Traveller counts — adults, children and infants
• Total booking amount
• Amount already paid, if any

Submitting creates the booking and marks the enquiry Converted — see Recording and tracking bookings for what to do from there.