> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts and enquiries

> Track enquiries on a pipeline board, publish a public contact form, and see what each plan includes.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Solo and Team" roles="Any staff member with access to Contacts" note="Every plan includes Contacts; the limits below differ." />

**Contacts** is where people who are not yet clients live: enquiries from your website, referrals, callbacks and anyone you are still following up. They move across a board of stages until they become a client or drop out.

<Path steps={['Sidebar', 'Contacts']} />

<TaskHeader before="Nothing to start; a website you can paste a snippet into if you want to embed the form" time="10 minutes to set the form up" after="A pipeline of enquiries, and a public form that files into it" />

## The tabs

| Tab            | What it holds                                            |
| -------------- | -------------------------------------------------------- |
| **Board**      | Contacts as cards in stage columns — drag between stages |
| **Contacts**   | The same people as a searchable table, with the count    |
| **Follow-ups** | What is due and who owes it                              |
| **Campaigns**  | Marketing sends against a saved segment                  |
| **Insights**   | Lead scoring and pipeline analysis                       |

**Campaigns** and **Insights** only appear for staff who may manage the CRM, and only on the plans that include them. On a plan without them they are simply not in the tab strip — nothing is shown greyed out with a padlock.

## Work the board

Drag a contact's card from one column to the next to move it a stage. Search across the list with **Search by name, email, phone, or company…**, save the current filters with **Save segment** for reuse in a campaign, and bring an existing list in with **Import** or take yours out with **Export**.

**Manage stages** opens the stage manager, where you can rename, recolour, reorder, add and remove stages, and mark which one counts as won and which as lost. A pipeline must keep at least one stage.

<Note>
  Customising the board — adding, renaming, reordering or deleting stages, or running more than one pipeline — needs the Essential plan or above. Below that you get the default pipeline and its default stages, which is a complete working board. See [Change your plan](/platform/plans/change-plan).
</Note>

## Publish the public enquiry form

<Steps>
  <Step title="Open the form settings">
    Go to **Settings → Contact Form** — described as "Where people fill out the form." Everything about the public form is configured here.
  </Step>

  <Step title="Choose the fields">
    The field editor explains itself: "Drag to reorder. The first six are built-in fields you can rename or hide; add your own custom fields below." Custom fields need the Team plan or above.
  </Step>

  <Step title="Take the hosted link">
    **Copy link** gives you the address of the hosted form. This works on every plan — put it on your website, in an email or on a printed card.
  </Step>

  <Step title="Embed it, if your plan allows">
    "Copy this snippet into your site's HTML, just before `</body>`." There are two levels: a widget snippet that drops a floating button onto your site, and a raw iframe for full control over placement. The iframe is a Team feature.
  </Step>
</Steps>

Submissions arrive on the board in your first stage, ready to work.

## What each plan includes

|                    | Free | Starter | Essential    | Team              |
| ------------------ | ---- | ------- | ------------ | ----------------- |
| Contacts           | 100  | 2,000   | 5,000        | Unlimited         |
| Saved segments     | 1    | 2       | 10           | Unlimited         |
| Campaigns          | 1    | 2       | 10           | Unlimited         |
| Pipelines          | 1    | 1       | 3            | Unlimited         |
| Form customisation | None | Basic   | Basic        | Advanced          |
| Embedding          | None | None    | Basic widget | Widget and iframe |

When you reach a limit the product says so plainly and names the next plan — "Your Free plan includes up to 100 contacts. Upgrade to Starter for more." A subscription that has lapsed falls back to the Free limits until it is active again.

## Check it worked

* A contact dragged to a new stage stays there after **Refresh**.
* Opening your hosted form link in a private browser window shows the fields you configured.
* A test submission appears on the **Board** within moments.
* The embedded widget shows on your own site after you paste the snippet before the closing `</body>` tag.

## If something goes wrong

<AccordionGroup>
  <Accordion title="There is no Campaigns or Insights tab">
    Either your plan does not include them, or your account cannot manage the CRM. They are hidden rather than disabled, so an absent tab is the answer, not a fault.
  </Accordion>

  <Accordion title="Manage stages will not let me add a stage">
    Custom pipelines and stages start at Essential. Below that the default pipeline is fixed.
  </Accordion>

  <Accordion title="New contacts are refused">
    You are at your plan's contact limit. The message names your plan, the limit and the next plan up.
  </Accordion>

  <Accordion title="The embed snippet does nothing on my site">
    It must go inside the page's HTML just before `</body>`, not inside a text block or a page builder's plain-text field. If your plan only includes the hosted link, use **Copy link** instead.
  </Accordion>

  <Accordion title="An enquiry has become a real client">
    Register them under **Clients** — see [Manage your client list](/practice/daily/clients) — and move their card to the stage you have marked as won. The contact and the client record are separate things, and both are worth keeping.
  </Accordion>
</AccordionGroup>

<StillStuck />