This article will guide you through entering a new prospect while scheduling an appointment during the booking process.
1. Create A Booking
Navigate to Bookings > Grid View (or Classes) and select the day, time, and staff to book an appointment. Click on Add New Booking.
Select the type of appointment to book.
2. Add New Prospect
Click on Add New Person.
Complete fields in the Add New Lead Widget and click on Add Them to add the prospect into your Prospects database. To customize this form, click on form setup.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Prospect Management: Can add new prospects
- Scheduling: Can access scheduling
- Scheduling: Can make service (non class) bookings