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How do I accept inquiries from Prospective Users?
How do I accept inquiries from Prospective Users?

As an admin, learn how you can get prospective or new members to inquire about membership or bookings at your space

Kelly Yoon avatar
Written by Kelly Yoon
Updated over 7 months ago

If you prefer to review your prospective Users' details before allowing them to create a booking or purchase a Plan/Pass directly from your website, you can do this by enabling the inquiry web widget.

Note: Once the Prospective Users submit their inquiry, they will be added to your dashboard as an 'Unconfirmed User'. Click here to learn more about 'Unconfirmed Users'.

Enable the Inquiry web widget feature

To enable your inquiry form:

  1. Click on Settings from the left-hand menu

  2. Click on Web widgets and select Inquiry

  3. Click Enable Feature

Create the list of questions you want to collect from my prospective Users

To create and enable the list of questions:

  1. From Settings > Web widgets > Inquiry, scroll down to the bottom under 'Included fields' to click Go To User Properties OR navigate to Settings > User settings > User properties.

  2. Optional: You can create a separate property group for your Inquiry web widget. Click here to learn more.

  3. Create your questions via User properties

  4. Scroll to the bottom of the user property under 'Inquiry widget', and select either Optional or Required based on your preference.

Embed the Inquiry web widget onto your website

Once you're done creating and enabling all the User properties for your inquiry web widget, navigate back to Settings > Web widget > Inquiry.

  1. Scroll to Embed and specify how you would like the widget to display on your website (pop up, embed, or via a link)

  2. Click Get the Embed Code/Link to generate an export of the code or link that can be added to your website.

Embedding the Inquiry web widget onto your website

Note: Your website must be SSL enabled (https) in order to accept payments through this feature. If you are not sure if your website meets these requirements, please contact your web developer or website hosting service.

To Share Your Widget or Link, you will have to generate an export of some code. This needs to be added to your website in order to complete the process of integrating Inquiry with your website.

When exporting the code, you first have to select how you want the Inquiry widget to display on your website.

  • Embed will allow you to have the Inquiry widget integrated onto one of your existing web pages.

  • Pop-up will allow you to have users click a button to open a modal that displays over the top of a webpage.

  • Link will give you the URL to which you can connect an "Inquire" button (or something similar) to open the Inquiry widget on a separate page.

If you are unfamiliar with how to edit your website, it is recommended that you work directly with your web developer on how best to integrate this functionality on your site. If you don’t currently have a web developer available to you, we recommend using the link option. The link to inquire directly from your website will be in the format: yoursubdomain.optixapp.com/Inquiry.

Need more info on Settings?

Take a look at this quick guide to dive deeper.

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