Table of Contents
Step-by-Step Guide
Where Inquiries Come From
Whenever a potential customer visits your Public Storefront and clicks the 'Inquire Now' button, they are prompted to fill out a lead form. This form captures their Name, Phone Number, Email, and a detailed description of what they are looking for (e.g. 'Looking for a 14-day Umrah package for a family of 4').
Locating New Leads in Your Dashboard
As soon as a customer submits the form, the lead is instantly securely routed to your agency. To view it, log into your account and navigate to Dashboard > Inquiries on the left sidebar. Here, you will see a real-time, consolidated list of all incoming leads across your entire agency.
Responding to the Customer
Click on any inquiry row to expand it and read the customer's full message. You will see their exact contact details. Your team's next step is to manually contact the customer using these details—either by calling them directly on the phone number provided, starting a WhatsApp chat, or sending an email. TravelOnClick provides you the data instantly so you can be the first agency to reach out to them!
Closing the Inquiry
Once an agent has successfully contacted the customer and either converted them into a booking or determined the lead is dead, you must update the system. On the right side of the inquiry row in your dashboard, click the 'Close' button (or change the status from 'New' to 'Closed'). This instantly removes the lead from the 'Open' pipeline.
Filtering and Tracking
At the top of the Inquiries page, you can use the quick-filter tabs to switch between 'Open' and 'Closed' inquiries. If you ever need to find an old lead, simply switch to the 'Closed' tab to review your historical pipeline.
Frequently Asked Questions
Does the system automatically email the customer back?
No, TravelOnClick acts as a secure lead-capture system. It is up to your agents to provide a personalized, human response by calling or messaging the customer directly.
Can multiple agents see the same inquiry?
Yes, all agents within your agency have access to the Inquiries module, allowing your team to collaborate and ensure no customer is left waiting.