NEW: Enquiry Dashboard
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      2. NEW: Enquiry Dashboard

      ❗Welcome to the new IN App Dashboard

      Your Guide to All the New Features and How to Make the Most of Them

       

      After months in development, the new Canvas dashboard is here—and it’s designed to make enquiry management, client communication, and performance tracking smoother, faster, and more transparent.

      In this guide, you’ll find everything you need to know about the new dashboard: how it works, how to respond to enquiries, what’s changed, and what exciting new features are coming soon.

      🚀 Why We Built a New Dashboard

       

      Emails are becoming less reliable due to spam filters and security settings, especially with corporate clients. The new dashboard gives you:


      • A centralised space to manage all enquiries

      • The ability to respond via in-app messaging or email

      • A clear view of your enquiry pipeline and performance

      • Instant notifications, smarter tracking, and future AI-powered insights

       

      📇The main features

       

      1. Centralised Enquiry Management

      Manage all your enquiries in one place—respond via in-app messaging or email, track status updates automatically, and get a clear view of your pipeline at every stage.

      2. Performance & Reporting Dashboard

      See how your venue is performing at a glance, including response times, conversion insights, and reasons for lost or declined enquiries. Easily switch between venues if you manage more than one.

      3. Real-Time Notifications & In-App Messaging

      Receive browser notifications and real-time message alerts. Clients can reply through their own login, and all conversations are tracked in the system—keeping everything visible and organised.

      4. Smart Email Integration with Tokenised Addresses

      Every enquiry generates a unique reply address, allowing the system to track who responded and when. Replies must come from registered users to ensure communication is logged and reaches the client.

       

      🔍 Navigating the Dashboard

       

      From Left to Right:

      • Performance Data – View key metrics at a glance

      • Venue Switcher – Easily switch between multiple venues

      • Messages & Notifications – See the latest messages, new enquiries, and system updates

      • In-App Chat – Communicate directly with clients, attach files (under 100MB), or send voice notes

      Clients now have their own login too, with in-browser notifications and the ability to reply in-platform or by email.

      📩 How Enquiries Work

       

      1. New enquiries will appear in the inbox

      2. When you respond, the enquiry is automatically moved to In Progress

      3. If you don’t respond within 5 working days, the enquiry is moved to Lost and marked as “no response”

      4. You can manually mark an enquiry as Lost, or use the Decline function (with or without sending an email to the client)

      5. Declined and lost enquiries help you track why opportunities are missed via mini dashboards

       

      📎 Responding to Enquiries & Messaging Clients

       

      You can respond via:

      • In-app chat

      • Email (each enquiry has a unique tokenised reply address)


      💡 Important:

      • Team members must be set up as Canvas users to respond and receive replies.

      • If enquiries are forwarded to someone not set up, their responses won’t reach the client.

      • Each user has a unique reply address per enquiry, enabling us to track who replied and when.

      📇 Requesting Contact Details

       

      Once you’ve responded to an enquiry:

      • Use the "Request Contact Details" button to unlock the client’s email and phone number

      • This is logged with a timestamp for reporting purposes

      • Helps us track off-platform interactions and enrich AI insights

       

      ⏳ How Statuses Work

       

      Status What It Means
      New Awaiting your first response
      In Progress You’ve responded and the conversation is active
      Needs Finalising No engagement after 17 days—will move to Lost if no response by day 30
      Booking Confirmed Client confirmed—log final spend to appear in booking stats
      Lost Manually marked or auto-moved due to inactivity
      Happened Automatically moved here once the event date has passed

       

      📅 Coming Soon: Calendar Sync & Site Visit Booking

       

      We’re working on a feature that will allow you to:

      • Sync your calendar

      • Book site visits directly in Canvas

      • Simplify scheduling with in-app prompts and visibility

       

      🤖 What’s Next: AI-Powered Insights

       

      We're building tools that will:

      • Predict site visits and likely bookings

      • Analyse trends in your engagement

      • Eventually transcribe and analyse phone calls to improve follow-up and tracking

       

      🛠 Support, Help & Reporting Bugs

       

      You can:

      • Use the new in-app help guide for walkthroughs, FAQs, and best practice tips

      • Reach out via the live chat on your dashboard

      • Report bugs or feedback – our team is here and ready to support you

      🙌 The dashboard is brand new, and while we’ve tested thoroughly, there may be bugs. Please flag anything you notice so we can continue improving.

       

      🌟 Final Thoughts

      We're committed to helping you:

      • Stay visible

      • Save time

      • Secure more bookings

      The more you use the dashboard—responding quickly, logging bookings, and keeping communication central—the more visibility your venue will receive across the platform.

      Got questions or feedback? Charlie and the team are just a click away. 💬