Enquiries Page - Booking Status Explained

Take (New) - These are your enquiries in Collins with a red 'TAKE' button next to them. They are completely new enquiries in the system that have not been replied to yet and that no user is currently assigned to.

In Progress - These are your enquiries with the orange 'IN PROGRESS' label next to them and they are enquiries that someone has 'Taken' and assigned to them-self to start working on, but has not yet been confirmed. These should always have a action on them too, for example ‘Awaiting Deposit’ so everyone can see why they haven’t been confirmed.

Confirmed (Completed) - bookings with a green 'CONFIRMED' label next to them are bookings that have been saved as confirmed in Collins. In the Reports section, these will often be listed as 'Completed'.

Cancelled - your bookings or enquiries with a black 'CANCELLED' label next to them are bookings that you have rejected, or that have been cancelled by the customer.

Lost - 'Lost' bookings are enquiries for which the booking date has passed, and the enquiry has neither been confirmed nor rejected.


Please note: You can change the Status of an enquiry from within the Enquiry form of an In Progress enquiry - see screenshot below - select 'Reject' to cancel the enquiry or 'Confirm' to confirm the booking.  




Enquiries Page FAQs

  1. Collins Dashboard - Overview
  2. Collins Dashboard - Internal team notifications
  3. Enquiries Page - Sorting enquiries & bookings
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - Booking Status Explained
  6. Enquiries Page - What does it mean to 'Take' an enquiry?
  7. Enquiries Page - How do I manually add a new enquiry?
  8. Enquiries Page - Assigned to me/Assigned to anyone
  9. Enquiries Page - Search Bar
  10. Enquiries Page - Filtering enquiries & bookings
  11. Enquiries Page - Downloading Large Enquiry Data Downloads
  12. Enquiries Page - CSV Download
  13. Enquiries Page - What is the 'Download' button for?
  14. Enquiries Page - Finding out which bookings were a 'No Show'
  15. Enquiries Page - Find a current booking/enquiry
  16. Enquiries Page - Find a colleague's 'In Progress' enquiries
  17. Enquiries Page - Notification Centre Explained
  18. Enquiries Page - Keeping your Notification Centre up to date
  19. Enquiries Page - Email bounced notification
  20. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  21. Enquiries Page - How can I see my Confirmed bookings?
  22. Enquiries Page - Sent Messages
  23. Enquiries Page - Change History
  24. Within a Booking/Enquiry - Customer Details
  25. Within a Booking/Enquiry - Why can’t I save this booking?
  26. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  27. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  28. Within a Booking/Enquiry - Marking enquires as over the phone/from email/from a third party
  29. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  30. Within a Booking/Enquiry - Booking Details
  31. Within a Booking/Enquiry - Default Duration
  32. Within a Booking/Enquiry - Additional Details
  33. Within a Booking/Enquiry - Set Up Requirements
  34. Within a Booking/Enquiry - Assign to Areas
  35. Within a Booking/Enquiry - Area Search/Smart Space Finder
  36. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  37. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  38. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  39. Within a Booking/Enquiry - Recording payments made outside the system
  40. Within a Booking/Enquiry - Invoice/VAT Receipt
  41. Within a Booking/Enquiry - Sending emails to your customers
  42. Within a Booking/Enquiry - Sending attachments in emails
  43. Within a Booking/Enquiry - How do I stop the follow-up email being sent to an individual booking
  44. Within a Booking/Enquiry - Booking History
  45. Within a Booking/Enquiry - Create a run sheet (function sheet) for one booking
  46. Within a Booking/Enquiry - PRINT button (function sheets)
  47. Within a Booking/Enquiry - How do I sort the pre orders on my function sheet by course?
  48. Within a Booking Enquiry - Formatting your Pre-orders on your Function Sheet
  49. Within a Booking/Enquiry - Duplicating/copying a booking
  50. Within a Booking/ Enquiry- Adding Bookings to Multiple Dates
  51. Within a Booking/Enquiry - Sections explained
  52. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  53. Within a Booking/Enquiry - The importance of using Labels
  54. Within a Booking/Enquiry - Set yourself a reminder
  55. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  56. Within a Booking/Enquiry - Find a Customer
  57. Within a Booking/Enquiry - Customer Profile
  58. Within a Booking/Enquiry - Has the customer signed up to your newsletter?

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