Inquiries and proposals

Review an inquiry

Review a client request, contact the client directly, and decide whether to prepare session options.

Review the request

  1. Open Inquiries and choose the client name.
  2. Review the requested service, timing, participants, contact details, and session request.
  3. Contact the client directly if you need more information.
  4. Choose Offer session times when you are ready to prepare a proposal.

What happens next

The inquiry remains a request until you create options and the client completes the required checkout. Declining an inquiry with an active proposal withdraws that proposal and makes its private link unavailable.