10 min read
Turn inquiries into booked work
Use packages, inquiry tracking, and booking details to move a lead into a confirmed event.
What you’ll achieve
A repeatable sales workflow that turns a new inquiry into an organised client and event.
01
Create reusable packages
Packages keep your common services and pricing consistent while reducing repeated data entry.
- 1
Open Packages
Choose Packages from the dashboard.
- 2
Add the offer
Name the package, set its price, and describe the coverage and deliverables.
- 3
Keep options focused
Create clear choices that match how clients normally book you.
- 4
Attach it to an event
Select a package while creating or editing an event to bring pricing into the workflow.
- Use client-friendly names instead of internal codes.
- Review package pricing before a busy season begins.
02
Work through new inquiries
Bookings keeps incoming opportunities visible until they are won, declined, or no longer active.
Workflow at a glance
- 1
Open Bookings
Review new and existing inquiries from one place.
- 2
Capture the brief
Record the client, requested service, preferred date, location, budget, and message.
- 3
Update the stage
Move the inquiry through your process as you reply, qualify, and confirm availability.
- 4
Create the working records
Once confirmed, create or connect the customer and event so production can begin.
03
Hand the booking into production
A clean handoff prevents sales details from being lost after the client says yes.
- 1
Confirm the customer record
Check names and contact details before sending anything.
- 2
Create the event
Add the agreed date, location, package, amount, and selection limit.
- 3
Send paperwork
Prepare the contract, questionnaire, and first invoice from the connected client and event.
- 4
Add the shoot to the calendar
Verify that the event appears correctly for the studio team.