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, 12 Jan, 2022 at 5:47 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*
Allow your availability calendar and booking form to save customer information if they don't immediately confirm the booking.  Capture an Email on ...
Wed, 12 Jan, 2022 at 5:57 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....
Wed, 12 Jan, 2022 at 6:06 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...
Wed, 12 Jan, 2022 at 6:09 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, 13 Jan, 2022 at 1:46 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