Leads (enquiries)
👤 For: Front-desk staff, sales staff and store managers
A lead is someone who's interested but hasn't bought yet. For example, a bride-to-be asking about bridal packages, or a walk-in enquiring about membership prices. The Leads tab helps you record enquiries and follow up on time, so no potential customer slips through the cracks.
The Leads tab is available to every store.
The Leads screen
Leads are grouped into four tabs:
| Tab | Shows |
|---|---|
| All Leads | Every lead |
| Follow-Up Today | Leads you should contact today |
| Upcoming | Follow-ups coming up later |
| Overdue | Follow-ups you've missed. Call these first! ⏰ |
The list shows each lead's Name, Mobile, where they heard about you (Referral), Status and Follow-Up Date, plus the date created, the service they're interested in, the price quoted and the source.
🔍 Tap the search icon to find a lead by name or phone number.
Add a new lead
- In the Leads tab, tap the ➕ add button at the top.
- Fill in the form:
| Field | Notes |
|---|---|
| First Name / Last Name | Both required |
| Mobile Number | Required, 10 digits |
| Referral Source | How they found you, e.g. Instagram or Walk-in |
| Lead Status | Where they are, e.g. New or Interested |
| Service Interested | What they asked about |
| Price Quoted | The price you gave them |
| Follow Up Date | When to contact them next |
| Remarks | (Optional) Any other notes |
- Tap SAVE. You'll see Lead created successfully. 🎉
Already enquired before? If this mobile number is already a lead, you'll see Duplicate leads detected., showing how many times at your store and at your other stores. Tap Create to add it anyway, or Cancel to go back and find the existing lead.
ℹ️ Note: The lists of Referral Sources and Lead Statuses are set up in your back office. If you see "Error loading sources" or "Error loading statuses", check your internet connection.
Follow up on a lead
- Tap the lead to open Lead Details. You'll see their Personal Information and Lead Information, including the status, follow-up date, who created the lead and when.
- After you've spoken to them, type a short note in Add a note or activity..., for example "Called, will visit Saturday", and tap ➤ send.
- Update the lead so it's ready for next time. See below.
The notes build up into a timeline, so anyone on your team can pick up where the last person left off.
Update a lead
- Change the follow-up date quickly: tap the 📅 icon on the lead in the list and pick a new date.
- Change anything else: open the lead and tap ✏️ Edit Lead. Update the status, price, follow-up date and so on, then tap SAVE.
You'll see Lead updated successfully.
💡 Tip: When a lead becomes a customer, update their status (e.g. to Converted), then add them as a customer when you make their first bill.
Something not working?
| What you see | What to do |
|---|---|
| "First name is required" (or any "…is required") | Fill in every required field. |
| "Mobile number must be 10 digits" | Check the number, without spaces or country code. |
| No leads found | There are no leads in this tab yet. |
| Error loading leads / Failed | Check your internet connection and try again. |