Skip to Content
WorkflowsCapture enquiries with your public link

Capture enquiries with your public link

When to use this

Use your enquiry link when you want new clients to reach you without a single email back and forth. It is one permanent link you can put on your website, in your Instagram bio, or on a QR code at a wedding fair. Anyone who opens it can describe their day in the same guided form your client briefs use.

Nothing they submit touches your client list or Events board until you say so. Every enquiry waits for your review, and you choose to accept it as a lead or quietly decline it.

The public enquiry link is part of the Studio plan, and is the one feature the free trial does not include: the link is permanent, so it only makes sense to put it on your website once you are on the plan that keeps it. Anyone who has already started their enquiry can still finish it on any plan, and enquiries waiting in your queue stay there for you to review.

What you need first

  • The Studio plan. The free trial does not include the enquiry link.
  • An admin or owner seat if you want to pause or replace the link. Anyone on the team can copy and share it.

Open Settings, then Client brief

Your enquiry link lives at the bottom of the Client brief page. The link is created the first time you open this page, and it stays the same after that.

Copy link puts the full address on your clipboard. Download QR code saves a print-ready image for fair stands, business cards, or table talkers. Both point at the same place, so a new enquiry always lands in the same queue.

Put it where clients find you

Website contact page, Instagram bio, link-in-bio tools, printed materials. The page works well on phones, and answers save as visitors go.

What visitors see

The link opens a page with your studio name and one question: what’s the occasion? Choosing an answer takes them straight into the form. They share the date, venue, guest numbers, what they need, the feeling they are after, inspiration photos, and a budget range, then leave their first and last name and email so you can reply. Phone number is asked too — optional unless you make it required. It takes about five minutes, and they can come back later on the same phone to finish.

Decide what they must answer

Settings → Client brief has a What clients must answer section with three controls, all off by default:

  • Require a budget answer removes “I’d rather talk it through” from the budget step. Visitors pick one of your bands or type their own number before they can continue.
  • Require a phone number stops the form submitting without one — useful when you follow up by text or WhatsApp.
  • Minimum spend is the lowest amount you take on. Set it and every band below it disappears, the “A number in mind?” box hints “minimum spend R50,000”, and a client typing a smaller number sees your minimum spend and adjusts from there. Leave it empty for no minimum.

You do not need to reshape your bands to match a minimum — setting the minimum does it for you, and the “Clients will see” preview on the same page shows the trimmed result.

Review what comes in

Watch for the bell, the email, or the strip on the Events board

Each new enquiry rings the notification bell for everyone on your team and sends you an email, and a New enquiries strip appears above your event cards whenever something is waiting. All three take you to the same review panel.

Read the enquiry

Every card shows the occasion, date, guest count, budget range, their own words, and their photos. If their email matches a client you already have, the card says so before you decide anything.

Accept or decline

Accept turns the enquiry into a lead on your board, with the brief already applied: the date, venue, budget, and photos all land on the new event, the same way a client brief does. Decline archives it quietly. The sender is not notified either way, and their email stays on a declined enquiry if you want to reply personally.

A caution note like “Filled in unusually fast” can appear on an enquiry. It does not block anything. It is a hint to read that one with a slightly more careful eye.

  • Pause stops new enquiries. Visitors see a polite note that you are not taking enquiries right now, and anyone mid-form can still finish.
  • Get a new link replaces the address entirely. The old link stops working everywhere the moment you do it, so update your website and bio after.
  • Busy days are capped. If an unusual flood of enquiries arrives in one day, the link pauses itself and emails you, and you can resume it with one click.

What happens next

An accepted enquiry is a normal lead: the brief panel on the event shows everything that was applied, and you carry on exactly as in Build a proposal.

Last updated on
Send a client briefBuild a proposal in the workspace