Quick Client Intake
📱 Staff: Submit incoming inquiries here
⚡ Quick Callback (30 seconds)
Caller info just came in? Log them here and Miz Kathi gets the alert immediately.
Name *
Phone *
Inquiry About
Priority
High
Medium
Low
Source
Call
Text
Website
Social Media
📞 Add Callback
OR
🎉 Full Client Profile (2 minutes)
Have more details? Create a complete client record with event info.
I'm adding an inquiry for:
🎉 Event
🍽 Catering
☕ Café
🍰 Sweetery
Client Name *
Phone
Email
Event Name / Occasion
Event Date
Guest Count
Priority
Low
Medium
High
Initial Notes
✅ Create Client Profile
📊
All submissions sync to the main dashboard automatically