Run your first enquiry and finish setup

Goal

Create a first enquiry, see how the wizard counts a first quote or booking, and close setup with Finish setup.

Prerequisites

• You are an owner or administrator and the earlier wizard steps are saved.
• You have a test client name and an email address you own. Do not use a real client's address just to complete setup.
• Optional: a connected mailbox. Without one you can still generate and preview a quote, but it is not delivered.

Steps

1. Open the First enquiry step. It shows three tiles: 1. Create enquiry, 2a. Send the first quote and 2b. Or create the first booking. A tile shows a tick once it is done.
2. Select Create enquiry. The dialog Create new enquiry opens.
3. Fill in the required fields: Client name, Client email, Pickup location, Dropoff location, Date and time, Passengers and Source.
4. Select Create enquiry in the dialog. A message reading Enquiry created appears.
5. Back in the wizard, select Refresh status if the first tile has not ticked yet.
6. If a list headed Before you can finish setup is shown, select Fix this next to each item and resolve it. Finish setup stays disabled while that list is present.
7. Select Finish setup. Alternatively, when no list is shown, select Finish setup and open latest enquiry to finish and go straight to the enquiry you created.
8. Optional: in the enquiry, generate a quote and send it, or create a booking. Doing either counts as your first quote or booking. The article on turning an enquiry into a quote covers those steps.

Expected result

The wizard closes setup and shows Your operating workspace is ready. The first time the dashboard loads after setup completes, a dialog reading You're all set! may appear with links to the help center and to inviting your team. The Getting started checklist no longer appears on the dashboard.

Troubleshooting

• If the step says you can finish setup without a first quote or booking, that is correct. Only the items under Before you can finish setup block the button. Send a quote or create a booking when a real enquiry arrives.
• If the page says This workspace is already active, quotes or bookings already exist, including imported ones. The tiles are ticked by that earlier work and the exercise is optional.
• If a message says email is not connected, a quote will be generated and previewed but not delivered. Connect a mailbox in the Business email step or in Settings > Communications > Email accounts when you are ready to send.
• If a tile does not tick after you create the enquiry, select Refresh status.
• If Finish setup fails with an error, read the message under the buttons. It names the item the server still counts as blocking.
• If the button reads Open latest enquiry instead of Finish setup and open latest enquiry, the blocking list is still present. Resolve it first.