How can we
help you?

Leads

• How do I add extra questions to lead forms?

  Your standard lead form collects name, email, and event date.

• How do I set follow-up dates on leads and proposals?

  Follow-up dates help you stay on top of leads and proposals that need attention.

• How do I redirect clients after they submit a lead form?

  After someone submits a lead form, you can either show a confirmation message or redirect them to a page on your website.

• How are Leads handled?

  A lead is someone who has shown interest in your services but hasn't booked yet.

• How do I track where my bookings come from?

  A booking came in but you are not sure if it was from your website, a partner referral, or that Instagram post you ran last week.

• How do I un-flag a lead as spam?

  A real client got caught by the spam filter. Un-flag them so they show up in your active leads list and you can follow up.

• How do I reduce spam leads?

  Getting inquiries from bots or people clearly not interested? Here is how to reduce spam without adding friction for real clients.

• How do I see which lead form a lead came from?

  You have three lead forms on your website and a lead just came in. Which form did they fill out? Check the source field on the lead.

• Can I assign staff to leads?

  A lead comes in and you want one of your staff to handle the follow-up. Assign them to the lead so they know it is their responsibility.

• How do I add extra questions to my booking process?

  Extra questions let you collect additional info during online booking or on lead forms.

• How do I create and publish lead forms?

  A lead form is a contact form you embed on your website.