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Track enquiries and convert them into customers

Log calls, DMs and online enquiries, move them through New to Converted on a board or list, set follow-up dates and convert leads in one click.

Updated 2026-10-02

Enquiries (/app/enquiries) is your lead tracker. It holds enquiries sent from your online booking page, plus any you log yourself.

Who can do this: roles with Manage enquiries & feedback (by default Owner, Admin, Manager and Front desk). Convert also needs Create / edit customers & pets. Only Owners, Admins and Managers can delete an enquiry, so only they see the bin icon.

Log an enquiry

  1. 1Click New enquiry.
  2. 2Fill in Name (required), plus any of Phone, Email, Pet name, Pet type, Interested in, Follow up on, Assigned to, Status and Message / notes.
  3. 3Click Add enquiry.

Enquiries from your public booking page arrive by themselves with an online badge, and you get a "New enquiry" notification.

Board or list

Use the Board / List switch at the top.

  • Board has one column per status: New, Contacted, Follow up, Converted and Lost. To move a card, change the status dropdown at the bottom of it. Cards can't be dragged.
  • List is a table with filter chips for All and each status. You can change the status from the Status column there too.

The header counts open leads, meaning everything that isn't Converted or Lost.

Follow-ups

Set a Follow up on date to get a reminder badge. The badge is red (Overdue) once the date has passed and says Today on the day itself. Closed leads just show the date in grey.

Convert a lead

Click Convert on the card or row. FurKisses:

  1. 1Looks for an existing customer with the same phone number. If there isn't one, it creates a new customer with the source enquiry and copies the message into their notes.
  2. 2Adds the pet named on the enquiry, unless that customer already has a pet with the same name.
  3. 3Marks the enquiry Converted and opens the customer's profile.

After that, the card shows View customer → instead of Convert.

Good to know

  • Convert isn't offered on enquiries marked Lost.
  • Choosing Converted from the status dropdown only changes the label. It doesn't create a customer. Use Convert for that.
  • Online enquiries don't belong to a branch, so they show up in every branch.
  • The page loads your 500 most recent enquiries, and each board column shows up to 100 cards.