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Answer a new enquiry or request

Enquiries and requests from clients wait on the Intake page until you answer them.

Steps

  1. Open Intake. Tap "Requests" for forms clients sent you, or "Enquiries" for people who want you to contact them.
  2. Under "Requests", open "New". Tick the consent box, then tap "Book it". If a date or a rate is missing, petboard asks for it.
  3. To get all the details first, tap "Send Full Form". When the client sends it, it shows under "Ready to Confirm". Tap "Confirm Booking".
  4. You can also say no to a request. To say no, tap "Reject", then "Confirm Reject". After you book or say no, petboard offers a WhatsApp message to the client.
  5. Under "Enquiries", tap a name. Tap "WhatsApp" to message them, or "Convert to client" to add them as a client.

If this does not work

  • "Book it" does not work: tick the consent box first.
  • You do not want this enquiry: tap it, then "Not interested", then "Mark not interested".

Also useful

Billing or data problem?

You can send Sahil (founder) a WhatsApp message about billing or your data. He replies within one working day.

Message on WhatsApp (opens in a new tab)

For how-to questions, use the help guides. Questions about pricing or imports? See the questions page.

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Answer a new enquiry or request — help | petboard