In this process, you will learn how to check the bookings that are made from your booking form. You will also learn how to convert your booking inquiries to contacts or appointments. Once the person books, depending on how you set up the booking form and the information that the customer puts in will have a few options for you on the bookings dashboard.
Step 1: On the dashboard, click on Bookings > All Bookings from the left side panel.
The next page will show you three tabs:
Pending tab - This tab has all the new inquiries from your booking form that you have yet to contact.
Confirmed tab. - All confirmed inquiries will go here.
Archived tab. - All rejected inquiries will go here.
Step 2: Convert an inquiry to a lead, an appointment, or a subscription.
On the Pending tab, select the desired booking entry.
Convert to Appointment means that the date and time for a One-Time appointment were selected and they did not want a recurring service. The customer will be added as a One-Time customer if you click the Convert to Appointment button and then will appear on the calendar once.
Convert to Subscription means that the date and time for a Recurring appointment were selected and they do want a recurring service of monthly, bi-weekly, etc. The customer will be added as a Recurring customer if you click the Convert to Subscription button and then will appear on the calendar multiple times according to the recurring preference.
Convert to Lead means that the date and time for an appointment were not selected or was not an option on the booking form. The customer will be added as a lead if you click the Convert to Lead button and then you can create an appointment or an appointment series once you have touched base with the customer.
Simply click on the Archive button if you wish to archive the booking inquiry.
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