Enquiries Page - Manually adding new enquiries

If you receive an enquiry via the phone, email or in person, you can add the enquiry manually into Collins within your Enquiries page.

At the top left-hand corner of the Enquiries page, you will see a purple 'NEW ENQUIRY' button.

Click on this to bring up a blank enquiry page where you will need to fill in the customer details and enquiry details.

    
Fill out the details and click 'SAVE' to save this as an In Progress enquiry. 

IMPORTANT - Please note, to save an enquiry it is mandatory to add a First Name and either an email or a phone number.

If the customer has booked with you before, for ease you can add their first name/last name, email address or phone number in the 'Find a Customer' field at the bottom left and the system will find the customer's profile for you.

  

For more details on how to check availability, add notes, pre-orders, etc and contact the customer please watch this Tutorial on How to manage your enquiries.
    

Enquiries Page FAQs

  1. TRAINING VIDEOS - your Enquiries page
  2. Collins Dashboard - Overview
  3. Collins Dashboard - Internal team notifications
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - How can I see my Confirmed bookings?
  6. Enquiries Page - Sorting enquiries & bookings
  7. Enquiries Page - Booking Status Explained
  8. Enquiries Page - What does it mean to 'Take' an enquiry?
  9. Enquiries Page - Manually adding new enquiries
  10. Enquiries Page - Assigned to me/Assigned to anyone
  11. Enquiries Page - Search Bar
  12. Enquiries Page - Filtering enquiries & bookings
  13. Enquiries Page - How to use the filter tool [VIDEO]
  14. Enquiries Page - Download button
  15. Enquiries Page - CSV Download
  16. Enquiries Page - Downloading Large Enquiry Data Downloads
  17. Enquiries Page - Finding out which bookings were a 'No Show'
  18. Enquiries Page - Find a colleague's 'In Progress' enquiries
  19. Enquiries Page - Notification Centre Explained
  20. Enquiries Page - Keeping your Notification Centre up to date
  21. Enquiries Page - Email bounced notification
  22. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  23. Enquiries Page - Sent Messages
  24. Within a Booking/Enquiry - Customer Details
  25. Within a Booking/Enquiry - Saving a booking/enquiry
  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 - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  29. Within a Booking/Enquiry - Booking Details
  30. Within a Booking/Enquiry - Default Duration
  31. Within a Booking/Enquiry - Booking Prompts
  32. Within a Booking/Enquiry - Additional Details
  33. Within a Booking/Enquiry - Commission Box
  34. Within a Booking/Enquiry - Set Up Requirements
  35. Within a Booking/Enquiry - Booking Set Up Requirements [VIDEO]
  36. Within a Booking/Enquiry - Assign to Areas
  37. Within a Booking/Enquiry - Area Search/Smart Space Finder
  38. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  39. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking [VIDEO]
  40. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  41. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  42. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  43. Within a Booking/Enquiry - Card Authentication and Other Payments [VIDEO]
  44. Within a Booking/Enqiury - Adding a minimum spend
  45. Within a Booking/Enquiry - Invoice/VAT Receipt
  46. Within a Booking/Enquiry - Invoices [VIDEO]
  47. Within a Booking/Enquiry - Sending emails to your customers
  48. Within a Booking/Enquiry - Sending attachments in emails
  49. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  50. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  51. Within a Booking/Enquiry - Booking History
  52. Within a Booking/Enquiry - PRINT button (function sheets)
  53. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  54. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  55. Within a Booking/Enquiry - Duplicating/copying a booking once
  56. Within a Booking/ Enquiry- Adding Bookings to Multiple Dates
  57. Within a Booking/Enquiry - Sections explained
  58. Within a Booking/Enquiry - Compiling and Sending a Contract
  59. Within a Booking/Enquiry - Contracts [VIDEO]
  60. Within a Booking/Enquiry - The importance of using Labels
  61. Within a Booking/Enquiry - Set yourself a reminder
  62. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  63. Within a Booking/Enquiry - Find a Customer
  64. Within a Booking/Enquiry - Customer Profile
  65. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  66. Within a Booking/Enquiry - How to update a customers marketing permission

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