Rather than taking a new customer's details over the phone, send them your form and let them fill it in. What they enter comes back to you without anybody retyping it.

Before you start

Your business needs its own link set up, under Settings → Online Booking → Manage Link. Without it the message cannot be built and you will be told so when you try.

It is worth setting up the questions the form asks as well, under Settings → Onboarding Form Setup, before you send it to anybody.

If Send Enquiry Form is not in the menu, you do not have permission to send it. Ask an admin.

Send the form

  1. Go to Customers.
  2. Press the three dots button at the top right, then Send Enquiry Form.
  3. Fill in Name and Phone Number. Both are needed.
  4. Press Next.
  5. Read the message that comes up. If you want to add a line of your own, put it in the box below and it goes on the end.
  6. Press Send.

Pressing Send does not send it

Send opens WhatsApp with the message already written and the customer already picked. You still have to press send in WhatsApp yourself.

That is on purpose, so you can read it over, and so the message comes from your own WhatsApp rather than appearing from nowhere.

If you would rather send it another way, press Copy instead. The whole message goes to your clipboard and you can paste it into a text message, an email, or anywhere else.

What happens next

They open the link, fill in their details and their pets, and it arrives under Customer Enquiry for you to look at. Nothing goes into your customer list until you accept it.

If the number is already one of your customers

You will see:

This number is already registered as a customer.

They are already on your books, so there is no form to send. Close the window, find them in the customer list and edit their details there instead.

If the message will not prepare

You may see:

Enquiry template not found. Please run the WhatsApp template seeder and try again.

The WhatsApp message this uses has not been set up on your account. It is not something you can fix from here, so contact support and they will put it right.

You may see:

Set the onboarding link slug first (Settings → Online Booking → Manage Link).

Your business does not have its own booking link yet, and the form link is built from it. Go to Settings → Online Booking, press Manage Link, set it, then come back and send the form.

If you are told the WhatsApp link could not be generated, check the phone number you typed. A wrong country code is the usual cause.