Enquiry list
Find new and ongoing enquiries in a shared view. Keep requests from forms, messages and calls together as you connect the channels your business uses.
Know what needs a reply
In Managed: Lead status tracking
Turn enquiries into booked clients
Keep the client’s question, contact details and follow-up together. See what still needs a reply and which enquiries have become appointments.
Core enquiry tracking is included with Free. Shared tasks, connected Inbox channels and AI assistance require Starter or Growth.
See leads become bookings in 60 seconds.
No sound required
Follow a website contact form into the Managed CRM, link the client record, follow up by SMS, email and phone, then review and confirm a booking.
Read the video summary
- 00:00
Receive a website enquiry
Sophie Clarke fills in the Cosmetic Clinic contact form with her name, contact details and a question about Thursday afternoon appointments. The form shows a submitting state before the enquiry is received.
- 00:10
Open the lead and link the client
The new enquiry appears in the CRM as New and Unassigned. Emma links Sophie’s existing client record and takes ownership of the follow-up.
- 00:20
Follow up by SMS
Emma reviews Sophie’s linked contact details, writes a personal message and queues it for sending from Managed.
- 00:30
Send an email with the enquiry in view
Emma writes to Sophie from the connected clinic email account, confirming the £220 treatment price and offering to check availability. The email is queued for sending.
- 00:38
Call from the lead workspace
Emma checks Sophie’s number and calls from Managed. Call status keeps the connection, conversation and completed call visible in the same workspace.
- 00:45
Review and create the booking
Emma checks Sophie’s Dermal Filler (Lips 1ml), Dr Priya Patel, Thursday 22 October at 14:30 and the £220 price. The booking is created only after confirmation. Payment is due at the appointment.
- 00:53
Keep the booked appointment linked to the lead
The lead is now Booked, with the confirmed appointment linked to the original enquiry and client record.
See what needs your attention
Keep each enquiry’s question, owner and booking progress in view.
Enquiry notes
Save contact details, service interests, preferences and the client’s questions. Keep the conversation ready for whoever replies next.
Reply with the details ready
In Managed: Shared enquiry history
Follow-up tasks
Give the enquiry an owner and record the next action. Add a note or follow-up task so colleagues can see what needs doing.
Keep the follow-up visible
In Managed: Tasks and ownership
Sources and bookings
Check enquiry status and where requests came from. Follow progress from the first question to a confirmed appointment.
Understand the requests you receive
In Managed: Enquiry and booking history
Follow an enquiry through to booking
1
Keep the request
Save the client’s request and contact details. Add the service interests or questions that will make the first reply useful.
2
Assign the follow-up
Choose who replies and record the next action. Check enquiries still waiting for a response or appointment.
3
Track the appointment
Update the enquiry when the client books. Review which sources and requests have led to confirmed appointments.
Give every enquiry a clear next step
Keep the client’s question, the person replying and the next action together as the enquiry progresses.
One owner for the follow-up
Emma picks up Sophie’s enquiry with the original question and linked client details ready to review.
From conversation to appointment
Review the service, practitioner and time with the client before confirming the booking. Keep the appointment linked to the lead.
AI help with admin, with your approval
Turn an admin request into a draft or proposed booking change for review.
Ask in your own words
Type a request or say it aloud to Managed AI on a paid plan.
Check the booking details
Review the client, service, person and time. Give exact confirmation before creating, rescheduling or cancelling an appointment.
Review notes and website text
Read and edit client notes or website content before you approve the change.
AI requires Starter or Growth. Notes and website text need approval; booking creation, rescheduling and cancellation need exact confirmation.
Start using client enquiries
Create your Free workspace
Start with your booking diary, client records, consultation forms and hosted booking website. Choose and confirm a paid plan in the app when you need more.
£0 subscription
Add connected follow-up tools
Manual campaigns and manual client lists start on Free. Choose Starter or Growth for shared tasks, the connected Inbox and customer segmentation. Message and phone usage may incur charges.
Starter & Growth
Questions about client enquiries
Give your next enquiry a clear next step
Keep enquiry tracking and connected follow-up beside the booking diary.