LEAD MANAGEMENT

Never Lose
Another Lead

Capture inquiries, track every prospect, and follow up automatically. Whether they book online or fill out a form, every lead lands in one place.

3 ways

To capture leads

Auto

Abandoned cart recovery

1-click

Convert to booking

Sound Familiar?

Email Forgot to reply
Instagram DM Lost in requests
Voicemail Never called back
Spreadsheet Out of date
Wedding show Where's that card?
How many leads slipped away?

With Check Cherry

Every lead in one place
Auto-response when they inquire
Reminders to follow up
See which sources actually convert
No lead left behind

Three Ways to Capture Leads

From simple inquiries to high-intent prospects who've seen your pricing.

Lead Forms

Capture inquiries without showing pricing. Qualify leads first, then send a custom proposal.

  • Hide pricing until you're ready
  • Qualify before quoting
  • Control the conversation
Great for custom quotes

Request for Proposal

Clients see your pricing, pick packages, and submit a request — but it comes to you for review before becoming a booking.

  • Clients see pricing upfront
  • You review before confirming
  • Check staff availability first
Great for subcontractors

Abandoned Booking Recovery

When someone starts booking but doesn't finish, Check Cherry saves them as a lead automatically.

  • Automatic capture
  • High-intent — saw pricing
  • Automated follow-up
Like cart recovery for events
Lead Tracking

Every lead in one place.

No more spreadsheets or sticky notes. See every inquiry, where it came from, and what stage it's at. Filter by status, date, or source.

  • Leads from your website, booking page, and manual entry
  • Status tracking (new, contacted, proposal sent, booked, lost)
  • Notes and activity history for each lead
  • Quick convert to proposal or booking
Leads 12 new
SM
Sarah Mitchell
Wedding • June 15, 2025
New
JR
James Rodriguez
Corporate Event • March 8
Proposal Sent
KL
Katie Lee
Birthday Party • April 20
Contacted
MB
Mike Brown
Graduation • May 30
Booked
Convert to Bookings

Turn leads into paying clients.

When a lead is ready, convert them to a proposal or booking with one click. All their info carries over — no retyping names, dates, or event details.

  • One-click convert to proposal
  • Lead info auto-fills the booking
  • Send proposals with multiple package options
  • Track which leads convert and which don't
SM
Sarah Mitchell
Wedding • June 15, 2025
New Lead
Email: sarah@email.com
Phone: (555) 123-4567
Convert to Proposal
Proposal Created
All lead info auto-filled
Lead Sources

Know where your leads come from.

Track which marketing channels actually bring in business. See if leads come from Google, Instagram, referrals, or wedding shows — and which sources convert best.

  • Automatic source tracking from your booking page
  • Custom sources for manual leads
  • Reports by source, conversion rate, and revenue
Google 34%
Instagram 26%
Referral 20%
Wedding Show 14%
The Knot 6%

More Lead Features

Everything you need to capture and convert.

Auto-Responses

Send an instant reply when a lead comes in. Let them know you got their inquiry.

Notifications

Get notified instantly when new leads come in. Email, push, or both.

Quick Convert

Turn a lead into a proposal or booking with one click. All their info carries over.

Embed Anywhere

Add lead forms to your website, landing pages, or link from social media.

Frequently Asked Questions

Common questions about lead management in Check Cherry.

Should I use online booking or lead forms?

It depends on your business. Online booking works great if you have set packages and want clients to self-serve. Lead forms are better if you offer custom pricing, want to qualify leads first, or prefer to have a conversation before quoting. Many businesses use both — online booking for standard services and lead forms for custom work.

Can I customize my lead form?

Yes. Add your own questions, make fields required or optional, and collect exactly the info you need. Ask about event type, guest count, budget range, venue — whatever helps you qualify the lead.

How does abandoned booking recovery work?

When someone starts the booking process but doesn't complete it, Check Cherry saves their contact info as a lead. You can set up automated emails to follow up, or manually reach out. You'll see exactly where they stopped — maybe they just got distracted.

Can I import existing leads?

Yes. You can import leads from a spreadsheet or add them manually. Great for moving over from another system or adding leads from a wedding show.

Does Check Cherry integrate with my website?

Yes. Embed your lead form or booking page directly on your website, or link to it from anywhere. Works with any website builder — WordPress, Squarespace, Wix, or custom sites.

"I love the ability to book instantly online and that I get the lead whether they fully complete the form or not."

Ally Bundy

Ready to Capture More Leads?

Start your free trial and see every lead in one place.

14-day free trial. No credit card required. Plans from $39/mo.