Step 1: Open the Inquiry
Go to Custom Inquiries and find the one you want to work with under Open Inquiries.
Tap on the inquiry to view the details.
Step 2: Review Client Info
Scroll through the submitted information.
When you're ready, tap Book at the bottom of the screen.
Step 3: Fill Out Deposit Request
On the Deposit Request screen, enter the following:
Project Title
Use a clear title that helps you identify the project later (concept, size, or placement).
Deposit Amount
If you’ve set a default in your Policy Settings, it will appear here. You can adjust it as needed.
Expiration Date
This is how long the client has to submit payment. If it expires, you’ll need to resend the request.
Optional Details
You can enter a quote or first appointment date now, or add them later.
Step 4: Send to Client
Tap Send to Client
They’ll receive a text and email with a link to pay the deposit through CO:CREATE.
Once paid, you’ll be notified and can move forward with the booking.
