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Overview

When a customer submits an enquiry through The Board, it lands in your Counter for review. You decide which enquiries to accept based on the details provided and your available capacity.

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Where Enquiries Appear

New enquiries show up in The Counter under the Enquiries tab. Each enquiry displays a summary card with the customer’s name, requested date, and the products they selected. A badge indicates how many unreviewed enquiries are waiting.

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Reviewing Enquiry Details

Tap on any enquiry card to open the full details. You’ll see:
  • Customer name and contact information (email, phone number)
  • Products requested with quantities, variants, and per-item pricing
  • Preferred date for pickup or delivery
  • Customer notes with special requests, dietary needs, or event details
  • Estimated total based on your listed prices
Read through the customer’s notes carefully. If they mention details that affect pricing — custom decorations, allergen-free ingredients, rush timelines — factor those in before deciding.

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Checking Your Capacity

Before accepting, check whether you have room in your schedule. Open The Sweet Spot to view your calendar for the requested date. It shows how many orders you already have and how much capacity remains.
  1. From the enquiry detail view, tap Check Capacity.
  2. The Sweet Spot opens to the requested date.
  3. Review your current workload for that day.
  4. Return to the enquiry to accept or decline.
Pro tip: Build a habit of checking The Sweet Spot before accepting any enquiry. It prevents overbooking and protects your baking schedule.

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Accepting an Enquiry

When you’re ready to take the order:
  1. Open the enquiry detail view.
  2. Tap Accept Enquiry.
  3. The enquiry status changes to Accepted.
  4. The customer receives a notification that their enquiry was accepted.
From here, you can send a quote, adjust pricing, or convert the enquiry directly into a confirmed order.

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Declining an Enquiry

If you can’t fulfill a request — capacity is full, the timeline is too tight, or the request falls outside what you offer — you can decline:
  1. Open the enquiry detail view.
  2. Tap Decline.
  3. Add an optional message explaining why (this is sent to the customer).
  4. Confirm your decision.
The customer receives a notification with your message. Declined enquiries move to a separate archive so your active list stays clean.
Good to know: Declining with a short, friendly reason keeps the door open for future orders. Customers appreciate the transparency.
Still need help? Contact us