---
title: Consultation requests
customers-call-it: feature
url: /docs/features/data/presets/design-consultation-requests-table
---

# Consultation requests

A table for landscaping and garden design visit requests: contact details, the address, project types, the description, preferred contact and date, an optional budget, photos and where each consultation stands. A form on your website fills it in, or you add requests yourself, and you move each one from new to scheduled to done or closed.

## Use it when

Use it when a landscaper wants project types, a description, photos and how to get in touch before arranging a design consultation. It is the response workspace the [Design consultation requests](/docs/features/sites/presets/design-consultation-form) form writes to; add it on its own when you want the table first and will connect the form later.

## Use something else when

Regular mowing or maintenance quotes fit the Lawn care quote form. A simple contact form suits businesses that only want a message.

## How to add a request

1. Open the Consultation requests table from your sidebar, or open **My Business**, then **Advanced**, then **Data**, and pick it.
2. Press **New request**. If you renamed the table, the button may say something else.
3. Under **Name**, type the customer's name, such as "Sam Patel".
4. Fill in the **Phone** and **Service address** if you have them.
5. Press **Create request**.

You see **Request created**.

## What it adds or changes

- **Opens as**: Table only
- **Columns**: Name · Status · Email · Phone · Service address · What kind of project? · Tell us about your project · Best way to reach you · Preferred date · Rough budget · Photos

Empty response workspace · notification automation starts paused

It adds a table with these columns:

| Column | Type | Choices |
|---|---|---|
| Name | text |  |
| Status | single choice | New, Scheduled, Done, Closed |
| Email | email |  |
| Phone | text |  |
| Service address | text |  |
| What kind of project? | multiple choice | Garden design, Patio or paving, Walls, Planting, Lighting, Ongoing maintenance |
| Tell us about your project | long text |  |
| Best way to reach you | single choice | Email, Phone |
| Preferred date | date |  |
| Rough budget | text |  |
| Photos | images |  |
| Assigned to | person |  |

## Settings

| Setting | What it does | Default |
|---|---|---|
| Label | The table's name, which also titles its one table view. | Consultation requests |

## How it works

It runs its own built-in automation, called Consultation requests. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

## Example

Greenline Gardens, a fictional landscaper, adds the form. A visitor ticks Patio and Planting, describes a small back garden and uploads photos; the request lands as `new`, moves to `scheduled` once a visit is agreed and to `done` afterwards.

## Limits

The budget is optional and a guide, never a price or an agreement. The preferred date is a wish; consultations are arranged by the business or booked through Schedule. Changing the status contacts nobody. The staff-notification automation starts paused.

## Related

- [Design consultation requests](/docs/features/sites/presets/design-consultation-form): A design consultation request with project types and photos