Leads

Everyone who showed interest, from the first question to paid.

The lead board shows everyone who showed interest, in five columns: New, Contacted, Booked, Paid and Lost. The assistant moves people forward on its own (asking a price makes a lead, booking moves it to Booked), and you can drag a card to any column.

Leads: the stages (1), people waiting for you (2) and who invited them (3)

What each card shows

• Where they came from: a comment, a direct message, a story reply, an ad, the website chat, the booking page
• Waiting for you (2) when they asked for a person
• Their next appointment and its value
• via @someone (3) when a friend invited them (see Bring a friend)
• How long they’ve been in this stage

Work the board

1. Start with New and Waiting for you

   Open the card, read the conversation and reply.

2. Add a note and a reminder

   Notes stay on the person. A reminder (“Call about the bridal package”) appears on your home page at the time you set, and as an alert.

3. Move the card

   Drag it to the right column, or mark it Lost with a reason.

The value on Booked and Paid cards comes from the service prices, so Insights can show how much the assistant booked.