Leads
A pipeline of inquiries that haven't yet become bookings — from public form, WhatsApp share, or walk-in.
What a lead is
A lead is someone who has shown interest in boarding but doesn't yet have a confirmed booking. Leads are your pre-booking pipeline: people you're still talking to, qualifying, or chasing. Every lead lives at /leads and is scoped to the active facility. The goal is simple — move each one to a Converted booking or mark it Lost so the list stays clean.
Where leads come from
Leads land in the list from four sources. The public inquiry form (at /f/<facility-slug>/inquiry) is the main one — you share its link on WhatsApp, Instagram, or your Google profile and parents fill it out themselves. Walk-ins are added by staff using the 'Add Lead' button when someone drops by without filling the form. The form can also be reached via QR code or direct link. Each lead records its source — WhatsApp, Website, Referral, QR Code, Direct, Walk-in — so you can see which channel is working.
The pipeline — five statuses
Every lead has a status that tracks where it is in your follow-up flow. New means just arrived, nobody has touched it yet. Contacted means someone on your team has reached out. Qualified means the parent is a real fit and you're working toward a booking. Converted means a booking was created from the lead (linked for the audit trail). Lost means it's not happening — parent went elsewhere, date didn't work, or they ghosted. The chips at the top of the page show counts per status so you can triage at a glance.
Working a lead
Tap any row to open the lead detail sheet. You'll see everything captured from the form — parent name, phone, email, dog details (name, breed, size, age), the parent's message, and the source. From here you update the status as you follow up, jot internal notes after a call, and reach the parent in one tap via call, WhatsApp, or email. The 'Convert to Parent' button at the bottom is how you turn a lead into a real booking.
Converting a lead to a booking
Converting is the main event. You have two paths. From the lead detail, the 'Convert to Parent' button creates the parent record and the dog from the lead's details — once that's done, you can book the stay against the new parent. Alternatively, from the Onboarding wizard a phone lookup will surface any matching lead automatically, and picking 'From lead' does the same thing in a single flow. Either way, once a booking is created the lead moves to Converted and keeps a link back to the parent record, so you can see which leads actually turned into revenue.
Sharing the inquiry form
The 'Share Form' button in the top-right opens a small menu with two options: 'Share via WhatsApp' builds a pre-composed message with your facility's inquiry form link, ready to send to a prospect; 'Copy Form Link' copies the URL to your clipboard so you can drop it into Instagram bio, Google Business profile, or a flyer. The 'Form Settings' button takes you to Settings → Leads where you can customise the form — toggle fields on and off, add custom questions (e.g. 'Has your dog boarded before?'), and edit the thank-you message parents see after submitting.
Leads vs. Bookings vs. Intake reviews
These three are easy to confuse. Leads are pre-booking — an interest, not a commitment, no kennel reserved. Bookings are confirmed stays with dates, a kennel, and a price. Intake reviews are a different queue entirely — they're for parents who already have a booking in 'pending approval' and need KYC or intake form sign-off before the stay is confirmed. Rule of thumb: if there's no booking yet, it's a lead. If there's a booking waiting on documents, it's an intake review.