Not every enquiry comes through your website. Add the rest by hand so nothing slips through.
Step by step
- Click New Event / Lead in the top bar, or go to Leads and click New lead.
- Choose the Customer. Start typing to find someone who has booked before, or click + to add a new customer. Adding one here doesn’t email them anything.
- Fill in what you know so far. Everything else is optional, because a lead can exist before the details are settled:
- Event type, date, start and finish time
- Venue
- Package and add-ons, to give you an estimated price
- Lead source, such as Facebook or a wedding fair
- Notes the customer told you, and internal notes only your staff can see
- Set the Status. New leads usually start at Lead.
- Click Create.
Picking a venue
When you choose a venue, a summary appears under it with its photo, anything it is flagged for and a link to the venue. If the venue is on your blacklist, you see a warning and the reason. It doesn’t stop you saving: you decide.
Leads from your forms
Leads from your enquiry form are created for you, with the person’s contact details stored on the lead. They aren’t added as a customer until you convert the lead or pick a customer on its edit page, so a one-off enquiry never creates an account. See Turning a lead into a booking.
What happens next
The New lead automation lets your admins know a lead has arrived. From the lead’s page you can:
- Update Status as you follow it up
- Convert to Enquiry when you are ready to quote
- Mark as Unavailable if you can’t do the date. See When you can’t take a booking.