This article is for NSO and SSO admins convert an Enquiry to a Booking.
Converting an Enquiry to a Booking
- Access OfficialsHQ
- Navigate to School Bookings -> Enquiries
- Select the Enquiry row
- Select the Enquiry status function (arrows icon)
- Select the 'Next status' button, the Enquiry will update to Pending status
- Return to the Enquiry screen and select the Enquiry row
- Select the Convert to booking function (arrow pointing right)
- Adjust the booking start date as required
- Select if the booking will be Coach or Teacher delivery and select the 'Convert to booking' button
- This will automatically adjust the Enquiry status to Closed and create the booking
- Go to Booking Management screen to view your booking