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I set up my account...Now What?

Writer: Emily RetamozoEmily Retamozo

Okay, so you have everything set up, but what comes next? What happens after a potential client fills out your form? Let's walk through it together! It's super simple, I promise!


As soon as your potential client clicks on the link you posted and fills out the form, you will have an inquiry pop up into your inquiry list! (Make sure to have your notifications turned on in your setting so you know when you have a new submission)!


You can click their inquiry to view their form submission and see what they are looking for.



Then, simply go back to your inquiry list, swipe to the left to reveal 3 handy little buttons!



.The check mark and x button send off automated emails to your client to let them know whether or not you are available to book them


No more spending hours responding to inquires that you can't even take on!

Wondering what those automated emails say? You can view them in the settings section under "Automated emails"


If you decline an inquiry, it goes to the declined tab (don't worry you can always accept it later if you change your mind).


If you accept an inquiry, you will now have the option to message and continue communication with your client! Their responses will come right back to this tab.




2 more useful buttons for you...



Did you client change something on you? Do you need to edit their project details? Use this button to make the change!


When you complete a project, fulfill an order, or work your event, mark it complete by clicking here! Completed project go to the "Complete" tab at the top in case you need to access them later!



Up next on the blog...see what your client will experience when you use Sift for your business!

 
 
 

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