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Converting an enquiry turns a customer’s form submission into a real event in your dashboard. Instead of starting from scratch, Digital Florists carries over the date, venue, budget, and other details the customer gave you, so you can get straight to planning.
Requires the Events (Manage) permission. Managers and Admins have this by default; your administrator can adjust who has it in Settings > Team.

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What conversion does

When you convert a submission, Digital Florists creates a new event and pre-fills as much as it can from what the customer entered. This saves you from retyping details you already have. The original submission is marked as Converted and linked to the new event, so you have a clear trail from first enquiry to confirmed booking.

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What gets pre-filled

When you click Create Event from a submission, the event form opens with the customer’s details applied:
  • The customer’s name, event date, event type, budget, venue, guest count, referral source, and notes are pre-filled from the form answers, based on your conversion field mapping.
  • An Enquiry guide sidebar appears alongside the event form, showing the customer’s original responses. This is helpful during a consultation so you can reference exactly what they asked for.
  • You can tap Use summary in notes to append the enquiry’s notes summary into the event notes.
Review the pre-filled information before saving. Customers sometimes enter approximate dates or misspell venue names, so it’s worth a quick check.

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How field mapping works

Open your form’s settings and use the Conversion tab to map form fields to event fields. This tells Digital Florists 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, and so on) is matched to one of your event types.
  • Budget — their budget range fills in the event budget.
  • Guest count — number of guests pre-fills the venue’s attendee count.
  • Venue — venue information pre-fills the venue name.
  • 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 fill in manually.
Set up your conversion field mapping in form settings before you start receiving enquiries. It only takes a moment and makes every future conversion faster.

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The conversion process

1

Open the submission

Go to the form’s submissions list and open the enquiry you want to convert. You’ll see the customer’s responses and their contact details.
2

Click Create Event

Click Create Event. This starts the conversion and opens the event creation form with the submission’s details applied.
3

Review the pre-filled details

Check that the date, event type, budget, and other mapped fields look right. If a field maps to a select option that doesn’t exist in your dashboard (an unrecognised event type, for example), you’ll be prompted to pick a matching one.
4

Use the Enquiry guide sidebar

The Enquiry guide sidebar on the right shows the mapped highlights from the submission alongside a notes summary that includes any unmapped answers. Use it as your reference while you work through the form.
5

Fill in the remaining details

Complete anything that wasn’t pre-filled, such as venue addresses, colour notes, or contact labels. Click Use summary in notes to drop the notes summary straight into the event notes if it’s useful.
6

Create the event

Click Create event. The event is created in Draft status, and the submission is marked as Converted with a link to the new event.

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The Enquiry guide sidebar

While you’re creating the event, the sidebar keeps the customer’s enquiry visible alongside the form. It shows:
  • The form title and when the enquiry was submitted.
  • The customer’s contact name and email.
  • The mapped highlights: event date, event type, budget, guest count, venue, and referral source.
  • A notes summary that bundles any unmapped form answers and the customer’s vision or description.
  • A View submission link if you need to see the full original responses on a separate screen.
This way you can build out the event without flicking back to the submission.

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What gets linked

After conversion, the submission and event are connected in both directions:
  • The submission shows a Converted status badge with a View Event link.
  • The event lists the submission under its form submissions, so you can open the original enquiry from the event.
This lets you 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 dashboard, that customer is linked to the event automatically. If there’s no match, pick or create a customer from the event creation screen before saving.

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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 saves you time by pre-filling what it can.
No. Once a submission is converted, the Create Event button is replaced with View Event. If the customer needs a second event, start a new event from the events dashboard.
It stays in the submissions list with a Converted status. Nothing is deleted, and you can still view the customer’s original responses at any time by opening the submission.
You can edit any pre-filled field before creating the event. The Enquiry guide sidebar shows what the customer submitted for reference, but every field on the event form is editable.

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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 June 2, 2026