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Converting an enquiry turns a customer’s form submission into a real event in your system. Instead of starting from scratch, the system carries over everything the customer told you — their date, venue, budget, and preferences — so you can get straight to planning.

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What conversion does

When you convert a submission, the system creates a new event and pre-fills as much information as possible from what the customer provided. This saves you from manually typing in details you already have. The original submission is marked as “Converted” and linked to the new event, so you always have a clear trail from first enquiry to confirmed booking.

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How field mapping works

In your form settings, you map form fields to event fields. This tells the system which answers correspond to which event details:
  • Event date — the customer’s preferred date goes into the event date
  • Event type — their selection (wedding, corporate, etc.) sets the event type
  • Budget — their budget range fills in the event budget
  • Guest count — number of guests goes into the attendee count
  • Venue — venue information pre-fills the venue details
  • Notes — their description or vision populates the event notes
  • Referral source — how they heard about you fills the marketing source
The more fields you map, the less you need to fill in manually.
Set up your conversion field mapping in form settings before you start receiving enquiries. It only takes a moment, and it makes every future conversion faster — you’ll thank yourself later.

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The conversion process

1

Open the submission

Go to your enquiry inbox and open the submission you want to convert. You’ll see the customer’s responses and their contact details.
2

Click Create Event

Hit the Create Event button. This starts the conversion and opens the event creation form.
3

Review the pre-filled details

The event form opens with details already filled in from the submission. Check that the date, event type, budget, and other mapped fields look correct.
4

Use the Enquiry Guide sidebar

The Enquiry Guide sidebar appears on the right, showing the customer’s original responses word-for-word. Use this as your reference while you work through the form.
5

Fill in the remaining details

Complete anything that wasn’t pre-filled — venue addresses, colour preferences, contact labels, and any other specifics. The Enquiry Guide sidebar keeps the customer’s answers visible so you don’t have to switch screens.
6

Save the event

Once everything looks right, save the event. It’s created in Draft status, and the submission is automatically marked as Converted with a link to the new event.

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The Enquiry Guide sidebar

This is one of the most useful parts of the conversion process. While you’re creating the event, a sidebar shows:
  • The customer’s original form responses, exactly as they typed them
  • The form title and version
  • Their contact details
You don’t need to switch between screens or try to remember what the customer said. Everything is right there beside the event form as you build out the details.

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What gets linked

After conversion, your submission and event are connected in both directions:
  • The submission shows a Converted status badge with a direct link to the event
  • The event stores a reference back to the original submission
  • You can always trace where a booking started, from first enquiry through to the finished event
If the customer’s email address matches an existing customer in your system, they’re automatically linked to the event. If there’s no match, you can create a new customer record right from the event creation form.

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Common questions

No. You can convert a submission without any field mapping — you’ll just need to fill in the event details manually. Field mapping simply saves you time by pre-filling what it can.
No. Once a submission is converted, it’s linked to that event and can’t be converted again. If you need to create a second event for the same customer, you can start a new event from the events dashboard.
It stays in your enquiry inbox with a “Converted” status. Nothing is deleted — you can still view the customer’s original responses at any time by opening the submission.
You can edit any pre-filled field before saving the event. The Enquiry Guide sidebar shows the original responses for reference, but the event form is fully editable so you can correct anything during creation.

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What’s next?

Managing Submissions

Review, organise, and follow up on your enquiry submissions.

Creating an Event

Learn about all the details you can add when creating an event.

Form Settings

Configure field mapping, notifications, and styling for your forms.

Event Lifecycle

Understand the stages an event moves through from draft to completion.
Last modified on March 10, 2026