Quick answers

Short answers to the questions people ask most, each linking to the guide it comes from.

How are customers added?

For members

By hand with New Record, or by Booking: each new booking adds the customer as an individual. See Customers and contacts.

How do I record consent by hand?

For members

Open the customer, go to Consent & privacy, tick the consent, check the statement and choose In person, Phone or Manual. Consents given at a checkout are recorded for you. See Recording consent.

How do I turn a won opportunity into a project?

For members

Convert the opportunity into a project, and add a task list if the work needs one. See Opportunities and projects.

How do opportunity numbers work?

For members

Each gets its own number, such as OPP-001. Parts of one job won at different times are OPP-001.01 to OPP-001.99. Gaps in the numbers are normal. See Opportunities and projects.

How do I import customers from a spreadsheet?

For admins

Save it as a CSV (UTF-8, up to 20 MB, headings in the first row), then use CRM › Import. Download sample template gives you the right layout. See Importing customers and opportunities.

How do I add an enquiry form to our website?

For admins

Build it in CRM › Web forms, choose what happens on submission, then publish it as a link, a QR code or an embed. Every answer becomes a CRM record. See Web forms that add customers.

How long are deleted records kept?

For admins

30 days in the archive. Deleting for good takes two steps, so nothing goes by accident. See CRM settings.

Why are CRM products and Booking products separate?

They're separate lists for now. We're joining them up soon. See CRM settings.

Updated 2026-10-24