Leads and Bookings
Lead Management / Zoho Leads
A lead is someone who has shown interest but hasn't become a customer yet — they called to ask about bridal packages, or walked in to check prices. Keeping track of leads, and following up, turns more of them into customers.
🔑 Which one you'll see: if your account is connected to Zoho CRM, the menu shows Zoho Leads. Otherwise it shows Lead Management.
Lead Management
How to open it: Customers › Lead Management
To add a lead, click Add lead and fill in:
| Field | What to enter |
|---|---|
| Store | The store they called or walked into |
| First name / Last name / Mobile number | Who they are |
| Referral | How they heard about you, picked from your list of referral sources — for example Friend |
| Service interested | What they asked about, in your own words |
| Price quoted | The price you gave them. Enter 0 if you didn't quote one |
| Follow up date | When to get back to them |
| Remarks | Anything worth remembering (optional) |
Every field except Remarks is required. Click Save lead.
The list shows all your leads with their Lead Created Date. Leads can't be edited once saved, so check the details before you save.
💡 Filter Follow Up Date to today every morning — it becomes your call list for the day.
Zoho Leads
How to open it: Customers › Zoho Leads
Your leads from Zoho CRM, shown right inside Invoay: the CRM ID, Name, Phone, Email, Date Created, Date Modified, and whether the lead has Converted into a customer. Leads are refreshed automatically every day at 11:00 PM IST.
If you see "Configuration not done", contact Invoay Support to connect your Zoho CRM account.
Booking
How to open it: Customers › Booking
Book a service for a customer on a future date, at an agreed price — for example a wedding-day package booked months ahead.
Making a booking
Click Add booking and fill in:
| Field | What to enter |
|---|---|
| Store | Where the service will happen. Choose it first — it loads that store's employees, customers and services |
| Employee | Who will do it. Only employees with Takes bookings switched on in their login details are listed |
| Customer | Who it's for. Press New in the box to add someone who isn't listed |
| Service | What they're booking |
| Date of booking | The date of the service |
| Deal amount | The price you agreed (optional) |
| Reminder in days | How many days before the booking you plan to remind yourself. It's kept as a note — no message is sent. Use 0 for none |
| Remarks | Any details — timing, special requests (optional) |
Click Save booking.
The booking list
Store Booking Details lists all bookings with the Store Location, Date Of Booking, Employee, Service Name, Customer Name, Customer Phone, Deal Amount, Reminder In Days, Remarks and Booking Status.
You can change the Date Of Booking, Deal Amount, Reminder In Days, Remarks and Booking Status directly in the list, then click Save changes. A booking starts as Booked; change it to Completed after the service, or Cancelled if it won't happen.