Client intake & enquiry software · One-time packages · Digital delivery

IntakeHarbor

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Support & Setup Guidance

Practical guidance for buying a package, receiving access and setting up your intake workspace.

Getting Started

Before you buy

Note how many people need access, how many enquiries you enquiry regularly and roughly how many enquiries are active at any one time. Those numbers point to the right package.

Completing checkout

Use an email address you check regularly. All access and setup information is sent there after payment is confirmed.

After payment

Keep the order reference shown on the confirmation page. Quote it in any support email.

Setting Up Your Enquiry Workspace

Most people can add their first enquiry and contact within an hour of receiving access.

  1. Define your intake stages

    Decide which statuses your enquiries need to pass through, using Draft, Ready for Enquiry, Under Enquiry, Changes Requested, Revised, Awaiting Intake, Converted and Archived as your starting point.

  2. Add your enquiries

    Create a record for each enquiry with a clear title, category and current status so it can be found quickly later.

  3. Add your contacts

    Record the people who need to follow up or qualify each enquiry, including which stage they are responsible for.

  4. Set follow-up dates

    Where your package includes deadline tracking, add a target date for each active enquiry so nothing is left open indefinitely.

  5. Move enquiries through statuses

    Update an enquiry's status as feedback is given and updates are made, keeping the record aligned with reality.

  6. Archive once converted

    Once an enquiry is marked Converted, archive it so it stops counting towards your active-enquiry limit.

Common Questions

Checkout will not start

Refresh the page and try again. If the problem continues, note the error code shown on screen and email it to us.

The confirmation page cannot verify my payment

Wait a moment and refresh. If it still fails and money has left your account, email hello@intakeharbor.co.uk with the date and amount.

I have not received my access email

Check your spam or promotions folder first, then contact us with your order reference so it can be resent.

I need more users or enquiry capacity

Contact us with your current package and what you now need. Additional users or capacity may require a separate quotation.

I entered the wrong email at checkout

Email us from the address you want to use, quoting the order reference from your confirmation page.

My cart looks empty

The cart is stored in your own browser. Using private browsing, clearing site data or switching device will empty it. Add the package again from the Pricing page.

Contact Support

Email hello@intakeharbor.co.uk or call +44 7867 022958. Enquiries are normally handled within one business day.

IntakeHarbor is independently owned and operated by Precious Ekoh as a sole trader in the United Kingdom.

Ready to organise your enquiries more clearly?

Compare IntakeHarbor packages and choose the level that matches your enquiry volume, users and client-intake requirements.

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