# 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.

## 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

- [Run a project step by step](https://isodesk.io/guides/run-a-project-step-by-step): Every project, even a single-day shoot, follows the same path from booking to closing. See where it stands, what to do next, and how to skip what you do not need.
- [Get paid your way](https://isodesk.io/guides/get-paid-your-way): Send one pay link. The client pays any amount by UPI, bank transfer or card and tells you about a transfer. Record cash in one tap and settle small balances.
- [Collect a 25/50/25 payment schedule](https://isodesk.io/guides/collect-a-25-50-25-payment-schedule): Set a 25% advance at booking, 50% before the first event and 25% on delivery, then record payments, send receipts and remind clients on WhatsApp.

Page: https://isodesk.io/guides/from-enquiry-to-booking. Updated 31/10/2026.