How do I log a client who contacted me by phone, Instagram or at a wedding fair?

In My clients › Enquiries, tap “Log an inquiry”: first names are enough. The enquiry joins the same tracking as those from the form.

A couple called you, messaged you privately or met you at a fair? Log them straight away, so they follow the same path as a form enquiry: reply, quote, signature.

Open Enquiries, under My clients.
Tap Log an inquiry (or press the N key).
Enter the first names, then what you know: email, phone, wedding date, venue or area, number of guests, budget, and What they are looking for.
Tap Save.

My clientsEnquiriesLog an inquiry

How do I log a client who contacted me by phone, Instagram or at a wedding fair?

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