Setting up the Enquiry Only Activity Type

Setting up Enquiry Only Activities

You may wish to have an enquiry only option whilst you are finalising an activity, or it may be a trial activity and you would like to see numbers and its viability before creating regular sessions.

How do I set up Enquiry only option?

 

You may wish to have an enquiry only option whilst you are finalising an activity, or it may be a trial activity and you would like to see numbers and its viability before creating regular sessions.

The 'Enquiry Only' option will allow customers to see a brief on the activity and have the ability to make contact with you for further information.  This allows you to capture interest and contact details, then your own follow up and processes thereafter will need to come into play.

 

 

Step 1 - Select your activity type

 

Under the 'Activities Tab' select 'Enquiry Only'

 

Step 2

Set up your activity in the way you would any other, enter details about the activity, images, times and costs.

enquiry only new activities

 

Step 3

Ensure you still accurately enter the maximum numbers for your session and costs per lesson/class

Enquiry only- dates, cost, etc

Step 4

Continue to enter the days you wish to run each week with the time period for the entire programme, but close the days off so that these cannot be booked, it will still display the days and run period, along with costs from the customers perspective, but prevents the selection of days as its enquiry only

 

Step 5

When you have saved your activity you will see a pop up confirming it has been saved

 

Enquiry only settings saved

 

Step 6

Your session will display as below, and when selected details about the activity and the enquiry form will display for the customer to complete

 

enquiry only- activities displayed 1/3

enquiry only- activities displayed 2/3

enquiry only- activities displayed 3/3

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