1. To manually place an enquiry, go to Enquiries > Add.  

2. Add the dates of interest, number of people, and properties of interest.

3. Add the contact details of the person that is enquiring in the Contact details section

If the person enquiring has previously been staying with you before, you can look their details up using the Lookup past customers button. This will save you having to type in their details again.

You can search for Last name, Eamil address, Postcode or company name

4. Further details for the enquiry, e.g. Custom fields (if set up),  Subscription options can be added on the right hand side of the page.
There is also a field where further information can be recorded.  

5. Set up a follow-up action.
You should set up an action, e.g. contact customer, check with housekeeper etc.

You assign a follow-up to a specific user, set the date of the follow-up and add any required information in the Notes.

6. Save at the bottom of the page.

We recommend you use Enquiries > Add when you have, for example, received a phone call from a (potential) guest and you want to log their enquiry.