Leads

Using Leads

Leads helps you capture, organize, and follow up with prospective pet parents before they become active clients.

You can manage prospects from the Leads page and track their progress from initial interest to conversion.

Enable Leads

Go to Marketing > Leads and toggle on the feature.

Once enabled:

• Prospects will appear under Marketing > Leads

• When a lead books an appointment, they will also appear in your Client List with a Lead tag

• You can filter your Client List to view leads separately
  

View and manage leads

Go to Marketing > Leads.

From the Leads page, you can:

• Search and filter leads

• Create new leads

• See where each lead came from

• Track each lead’s current stage

• Follow up by SMS or email

• Book appointments

• Send intake forms

• Edit lead information

• Convert a lead into a client
  

How leads are created

Leads can be created:

• Manually using + New Lead

• From an unknown SMS number

• When a new prospect submits an intake form

• When someone starts an online booking but does not complete it

Lead stages

Lead stages help your team understand where each prospect is in the process.

Leads move through the following stages:

• New

• Contacted

• Booked

• Won

• Lost
  
  

Convert a lead into a client

When a lead books an appointment, they will appear in your Client List with a Lead tag.

Once they complete a qualifying purchase, the Lead tag is removed and they become an active client.

Use leads in campaigns

When creating a campaign, you can choose to target:

• Leads

• Clients

• All profiles

This helps you send more relevant messages to prospects and active clients while keeping your audiences organized.