The My Enquiries module is a dedicated workspace within the Event Planner Backend that allows you to efficiently track, review, and manage all enquiries sent to hotel or venue partners. It plays a critical role in your sales and coordination workflow, providing visibility into lead status, communication history, and the complete scope of proposals received from vendors.

This article provides a detailed walkthrough of how to navigate the My Enquiries section, view submitted proposals, and access granular details that support client decision-making.

Here’s how to use it:

Accessing the My Enquiries Section

To begin, log in to the Event Planner Backend and locate the left-hand side navigation menu. Click on My Enquiries to access the enquiries dashboard.

This page displays a tabular summary of all your enquiries, organized to give you a high-level snapshot of activity and status. Each row in the table represents a single enquiry and includes the following key fields:

• Date: The date on which the enquiry was initiated from your end. This helps prioritize follow-ups and track submission timelines.
  
  

• Enquiry Brief: A short title or identifier that captures the essence of the enquiry—for example, the client name or event type.
  
  

• Proposal Status: Indicates whether the recipient (hotel or property) has responded with a proposal. If a proposal has been shared, this field also includes the exact date and time it was submitted.
  
  

• Offer Status: Displays the current status of the submitted proposal. This could be “Accepted”, “Rejected”, or “Pending”, depending on whether a response has been recorded from your side or the client’s.
  
  

• View Details: A clickable icon that opens a detailed view of the enquiry and any associated proposals.
  
  

• Lead Source: Identifies the origin of the lead, such as a property page enquiry form, internal submission, or third-party integration.
  
  

This structured overview ensures that team members across departments—sales, operations, and planning—can stay aligned and updated on client interactions.

Opening an Enquiry and Navigating to the Response

To review the contents of a specific enquiry, click the View Details icon (represented by an eye symbol) in the corresponding row. This action redirects you to the My Agenda page associated with that enquiry, where additional details and next-step actions are available.

From here, locate the View Response button under the Action column. Clicking this button opens the full proposal that has been shared by the venue in response to your original enquiry.

The system ensures seamless navigation between the high-level enquiry view and the more detailed proposal content, allowing you to quickly access the data needed for client communication or internal review.

Understanding the Proposal View

The proposal page is structured to present comprehensive event information in a logical, visually digestible format. This includes multiple key components relevant to the planning and costing of the event:

Proposal Cost

At the top of the proposal, the total quoted amount is displayed clearly. This cost is typically inclusive of venue booking, room accommodation, food & beverage (F&B), and other requested services.

Day-wise Itinerary

Each proposal is divided by day, allowing you to see the full scope of services planned for each date. For every event day, the itinerary includes:

• Venues booked: Room or hall names (e.g., “The Ballroom”) along with capacity indicators (e.g., 200 to 300 pax).
  
  

• Purpose and layout: Configuration type such as theater-style seating or full-day bookings.
  
  

• Location: Precise location tags indicating city and venue names, ensuring there is no confusion about where services are being delivered.
  
  

Accommodation Breakdown

If the proposal includes lodging, the details of the rooms are clearly laid out:

• Room types: Such as Standard, Deluxe, etc.
  
  

• Quantity: Number of rooms allocated for each category.
  
  

• Occupancy: Single or double occupancy, along with any category-specific preferences.
  
  

Food and Beverage (F&B) Services

Each meal period—lunch, dinner, etc.—is shown with the following attributes:

• Headcount: Number of people covered.
  
  

• Menu type: Differentiation between vegetarian and non-vegetarian food.
  
  

• Meal tags: Labelled for clarity, indicating if both food types are available.
  
  

These segments are visually separated and color-coded, allowing planners to quickly interpret the scope of services without missing details.

Why This Feature Is Essential

This feature streamlines the lead management process and improves internal coordination. By consolidating proposals and responses into a single, easy-to-navigate interface, teams can:

• Track venue responses efficiently
  
  

• Quickly review and share event plans with clients
  
  

• Eliminate scattered communication across emails or spreadsheets
  
  

It supports faster decision-making and ensures consistent service quality from initial enquiry to final proposal.

See It in Action

To better understand how to use the My Enquiries section and navigate proposals, refer to the corresponding tutorial video. It walks through the entire process—from accessing enquiries to reviewing the full proposal structure—step by step for visual clarity.