Leads Management helps you capture, track, and follow up with potential customers before they become official clients. Instead of losing inquiries or cluttering your client list with people who haven't booked yet, you get a dedicated space to manage every lead from first contact to first appointment.
This article explains what Leads Management is, how the workflow fits together, and what's available on each plan.
What is a lead?
A lead is a potential customer who has shown interest in your business but hasn't booked an appointment or made a purchase yet.
Leads can come from:
Abandoned Online Booking
Intake form submissions
Phone calls or voicemails
Text messages
Walk-ins or manual entries created by staff
Leads vs. clients
Leads | Clients |
|
|
💡 Tip: Leads Management keeps your client list clean by holding inquiries separately until they're ready to book.
How the workflow fits together
Once Leads Management is enabled, here's how leads move through your business:
Capture: Leads are automatically created from supported channels — Online Booking, intake forms, calls, and messages. You can also add leads manually.
Manage: View and organize all leads in the Leads Dashboard. Filter by source, lifecycle stage, action status, assigned staff, and more. Use List View or Kanban View to work the way your team prefers.
Follow up: Contact leads directly from their profile — send an SMS, email, or log a call. Assign tasks and track every interaction in the lead's activity timeline.
Convert: When a lead is ready, convert them to a client with one click. MoeGo carries over their contact details, pet info, and activity history automatically. Conversion also happens automatically when a lead books, purchases, or completes a transaction.
Plans
Leads Management is available on all MoeGo plans.
The following features require the Ultimate Plan 🌟:
Kanban View
Custom lead fields
Google Ads integration and leads reporting — Learn more 👈
Articles in this collection