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...
Wed, 12 Jan, 2022 at 5:44 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 ...
Wed, 26 Jan, 2022 at 3:19 PM
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...
Wed, 12 Jan, 2022 at 5:51 PM
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, 12 Jan, 2022 at 5:54 PM
Capture Leads Via Your Booking Form*
We have recently changed where we keep our knowledge base, and this article is now out of date. Please click HERE to see the new version of this article. A...
Tue, 22 Mar, 2022 at 5:46 PM
Custom Lead Capture Forms*
You can add lead enquiry forms to your own website. These enquiries then get submitted into your lead centre after a potential customer has filled them out....
Thu, 27 Jan, 2022 at 2:05 PM
Using the Boothbook App at Event & Wedding Fayres*
You can use the BoothBook App and its lead capture form at event and wedding fayres/fairs for customers that aren't ready to book straight away. This i...
Thu, 27 Jan, 2022 at 2:07 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...
Thu, 27 Jan, 2022 at 2:07 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...
Wed, 26 Jan, 2022 at 3:17 PM