A list of your enquiries
The enquiries you want to bring into IntakeHarbor first.
How it works
From Choosing a Package to Your First Converted Enquiry
The purchase path is deliberately simple: choose, add to cart, enquiry, pay securely, confirm, then receive your setup information.
The Twelve Stages
Choose a Package
Compare users, enquiry limits and enquiry-record limits on the Pricing page.
Add to Cart
Select Add to Cart on the package you want. The header cart shows the item count.
Enquiry Your Cart
Check the package name and the one-time GBP price on the cart page.
Secure Payment
Stripe's embedded payment interface opens inside the checkout page on this website.
Confirmation
The confirmation page verifies the payment with Stripe before showing the result.
Digital Access
Setup or access information is emailed to the address entered at checkout.
Workspace Setup
Add your enquiries, contacts and first intake stages using the setup guide.
Add Your Contacts
Share access with the contacts involved in your first enquiry.
Request Feedback
Assign an enquiry for follow-up and record comments as they arrive.
Track Status
Move the enquiry through enquiry, changes requested and intake stages.
Record Records
Save revised records with a short follow-up note as changes are made.
Ongoing Support
Contact the owner directly with questions about access, capacity or configuration.
Inside the Checkout
The checkout is a four-stage journey shown as a progress bar on the cart, checkout and confirmation pages.
- Choose a package — pricing cards add the package to your cart.
- Enquiry your cart — confirm the package and the one-time price.
- Secure payment — Stripe's embedded interface loads inside this site.
- Confirmation — the payment is verified with Stripe and confirmed.
Package prices are held in a server-side catalogue in GBP. Anything stored in your browser is used for display only and is ignored when the payment session is created.
- 1Choose a package
- 2Review your cart
- 3Secure payment
- 4Confirmation
What Stripe handles
Card fields, wallets and any additional payment methods enabled on the Stripe account are rendered and processed by Stripe. IntakeHarbor does not build its own card form and does not directly store complete payment-card details.
What to Prepare Before You Start
Your contacts
The names and email addresses of the people who will handle your enquiries.
Your intake stages
A rough sense of the stages an enquiry should move through.
Any existing follow-up notes
Notes from past records that are worth carrying forward.
After Payment
Payment verified
The confirmation page asks the server to retrieve the Stripe session and check the amount, currency, status and package.
Order reference
You receive an order reference on screen and a Stripe receipt may be sent separately.
Package handled
The selected package is handled against the details you entered at checkout.
Access issued
Digital access, setup or onboarding information is sent to your checkout email address.
Setting Up Your Workspace
1. Add your enquiries
Create enquiry records with titles, owners and categories.
2. Add your contacts
Record the people who will be handling your enquiries.
3. Set intake stages
Decide the stages an enquiry should pass through before intake.
4. Log your first enquiry
Choose an enquiry, add a contact and set a follow-up date.
5. Track feedback
Record comments and requested changes as they arrive.
6. Enquiry summaries
Check intake summaries where your package supports it.
Ready to organise your enquiries more clearly?
Compare IntakeHarbor packages and choose the level that matches your enquiry volume, users and client-intake requirements.