Manage Leads

Configure the Lead Centre
You will often get potential customers enquiring about your services maybe over the phone or otherwise. Record, manage and encourage their journey to bookin...
Fri, 20 Jul, 2018 at 5:42 PM
Add A New Lead
Record a lead so you can go onto filter them through your sales funnel on their journey to booking: Click on the Leads (messages) icon in the top left of ...
Thu, 28 Nov, 2019 at 11:12 AM
Update A Lead Status
If the customer wants to think about booking and you've saved them as a lead, you could send them some more information, a brochure or a proposal via e...
Thu, 28 Nov, 2019 at 10:14 AM
Convert a Lead into a Booking as an Admin
Once you have leads coming into your BoothBook, you can begin contacting customers and working on converting them to bookings.  Using your lead information...
Wed, 27 Nov, 2019 at 3:32 PM
Capture Leads Via Your Booking Form
Allow your availability calendar and booking form to save customer information if they don't immediately confirm the booking.  Capture an Email on ...
Thu, 1 Aug, 2019 at 5:09 PM
Custom Lead Capture Forms
You can add lead enquiry forms to your own website. These enquiries then get submitted into your lead center after a potential customer has filled them out....
Mon, 24 Sep, 2018 at 6:28 PM
Using the App at Event & Wedding Fayres
You can use the BoothBook App and its lead capture form at event and wedding fayres for customers that aren't ready to book straight away. This is espe...
Tue, 27 Nov, 2018 at 1:04 PM
BoothBook Contact Form
You have the option to use and direct potential leads to a contact form on your BoothBook website. You might use this contact page if you are unable or do n...
Fri, 2 Aug, 2019 at 3:00 PM
Upload Leads via CSV Importer
What are the benefits of using a CSV importer? Using a CSV importer makes the entire uploading process more streamlined and reliable. Rather than having t...
Thu, 12 Sep, 2019 at 12:55 PM
Reserve a Date
You have the opportunity to reserve dates permanently or for a fixed amount of time for individual customers. Reserving these dates means you can give certa...
Thu, 28 Nov, 2019 at 10:44 AM