From enquiry to booking

An enquiry can start with just a name and a phone. The enquiry page shows what to do next, and Book it can be done in any order.

Published 31/10/2026

Start the 30-day trial

No card needed. Every feature during the trial.

Answer the enquiry

  • Open Enquiries. The card at the top says who to reply to first, and Why shows the reasons.
  • Open the enquiry. Next message has a reply written for you, and you can change the words.
  • Press Send on WhatsApp or Send by email. It opens on your own phone or email, and you press send there. Nothing goes out on its own.
  • Under Events, add each event as you learn it. They carry over to the project.
  • Can I take this date? shows other bookings and which core crew are free. It warns and never refuses.
  • Who else should we keep informed? lists a parent or a planner. The form says the studio may contact them. They move to the project, and you tap to invite them to the client’s page.

Send the quote as a proposal

  • Press Make a quote on the enquiry. Under The client's proposal, write a note and choose the sample work and reviews, or let the app choose.
  • Add extras the client can turn on. They start off, and join the quote only if the client chooses them.
  • Only reviews the client agreed to show can appear. Words the studio adds itself are labelled Shared by the studio.
  • Write your answers to common questions in Marketing, under Explainers. A note reaches a proposal only after you save it.

Accept, then pay

  • The client opens the link, turns on any extras and sees the total change, then types their name to accept.
  • The ways to pay appear on the same page, with the next part of the schedule filled in. They can pay another amount.
  • If the enquiry has no project yet, accepting makes one, tentative, at the accepted price. The first payment confirms it.
  • If it already has a project, its price stays until you press Use this as the price.

Book it, in any order

  • Book it lists the client, the events, the quote, the payment schedule and the advance. Each has its own button.
  • Any step can wait. Press It can wait, or Bring it back later.
  • A step finishes by itself from what you recorded, so there is nothing to tick.

See what brings in work

  • Open Marketing for your Instagram bio link and the code that puts the enquiry form on your own website.
  • Make a link for each client or vendor who refers people, and see who sends you work.
  • The report shows enquiries, wins and money by source, and why enquiries were lost. It counts only your own records.
  • After delivery, the project's Ask for a review step opens the request with the project chosen.

See also

Ask Isomate about isodesk

Answers come only from the pages of this website.

Updated 31/10/2026 · Markdown version