Set up a public enquiry form
Veyra includes an enquiry form builder. A form can ask for contact details and relevant choices such as date, budget or service needs. Use only fields your business actually needs, and explain how you will handle personal information. Forms can appear on supported Veyra portfolio and landing pages.
When somebody submits a form, Veyra can create a contact and connected project record, preserve the submission, and record useful source information for follow-up. Check the record before assuming every lead is ready to book.
Keep a useful project pipeline
Projects have stages that a studio can customise. Move a lead through the steps that suit the service, such as new enquiry, consultation, confirmed, preparation, delivery and completed. The project serves as a place to find associated people, activity and delivery information rather than maintaining another standalone spreadsheet.
Some workflows can advance based on the shoot date, but the pipeline still needs sensible review by the studio, especially when dates or client requirements change.
Convert a message into the next action
Reply promptly, ask only what you need to price the job and set one clear next step. A useful response might offer availability, a call or a quote. Once the client confirms, connect the payment, agreement and gallery to the project where applicable.
For sample messages, see the free enquiry reply templates and turning Instagram enquiries into bookings.
Boundaries worth knowing
Veyra forms do not provide a universal external-site iframe embed. This workflow should not be described as a full external web-form integration. The CRM contains client and project records; it is not a separate full task-management product. For account-specific help, contact support.