01 · Enquiry
Customer need
Contacts, dates, number of people and requested items.
From enquiry to booking
Keep customer context throughout the journey
Capture the need, prepare a proposal, create a booking and continue communication without copying the same information again.
01Customer needContacts, dates, number of people and requested items.
02A suitable optionRefined contents, terms and a customer-facing price.
03The agreed orderResources, dates, status, guest and saved price.
04Confirmation and paymentGuest link, messages and payment status.
The original enquiry is preserved
The proposal develops independently
An accepted proposal becomes a booking
Connected workflow
From first contact to confirmation
FormiBook helps keep dates, contacts and selected items intact while an order is being agreed.
02 · Proposal
A suitable option
Refined contents, terms and a customer-facing price.
03 · Booking
The agreed order
Resources, dates, status, guest and saved price.
04 · Follow-up
Confirmation and payment
Guest link, messages and payment status.
Flexibility without chaos
Start from an enquiry or create a proposal directly
When a complex enquiry arrives
Preserve the original facts, select suitable items and prepare a proposal. The initial enquiry remains part of the history after a decision.
When the details are already clear
Create a proposal during a conversation or go straight to a booking. Your team can use the shorter route without losing structure.
Booking confirmation
Hello, Anna!
Your order is confirmed.
Guest link
Booking details are available through a secure link.
Confirmation and guest access
Work continues after the booking
Statuses, confirmation, a secure guest link and configured email scenarios help keep the customer informed.
FormiBook supports a booking and sales workflow, but is not positioned as a full CRM.
Bring enquiries and bookings into one process
Start with your first resources and configure the customer path that fits your business.