How do I turn a booked inquiry into a Hub?

Last verified 12 November 2026
Features Crm Pipeline Hubs
Read time 3 min
Plans Core, Growth
The short version

Open the inquiry in People, select Mark booked, then select Link to Hub and choose the client's Hub. Visualist adds the client to the Hub and moves the inquiry's unlinked invoices and signature requests onto it. Available on the Core plan and the Growth plan.

When a client says yes, mark their inquiry booked and link it to the project’s Hub, so the client, their invoices, and their signature requests are in one place.

Before you start

You need the Core plan or the Growth plan, and a Hub for the project. See How do I create a Hub?

  1. Create the Hub. Create a Hub for the project if you don’t have one yet.
  2. Open the inquiry. Open People from the rail, select Pipeline, and open the inquiry.
  3. Mark it booked. Select Mark booked.
  4. Link the Hub. Select Link to Hub, choose the Hub under Hub, and select Link Hub.
  5. Add the inquiry’s files. Select Add files to Hub, choose a Folder, and select Add files.

When the Hub is linked, Visualist:

  • adds the client to the Hub as a guest with Viewer access and the role Client, if they have an email address
  • moves the inquiry’s invoices that aren’t in a Hub yet, such as a deposit, into this Hub
  • moves the inquiry’s signature requests into this Hub

To link a different Hub later, select Change linked Hub.

If something goes wrong

  • Link to Hub is greyed out. The inquiry isn’t booked yet. Select Mark booked.
  • Add files to Hub is greyed out. Link a Hub first, and attach files to the inquiry under Files and references.
  • The Hub isn’t in the list. Archived Hubs aren’t listed. Restore the Hub, or create a new one.
  • You see That Hub is already linked to another Inquiry. Each Hub holds one inquiry. Choose another Hub.
Good to know

Mark booked doesn’t send anything to your client. To send an invoice or a contract, see How do I create and send an invoice to a client?

Related articles
CRM How do I track inquiries in my sales pipeline? Hubs and projects How do I create a Hub? CRM What is a client brief, and how does Vai keep it current?
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