Understanding why prospective clients didn't book your services can provide valuable insight for your business. While we've provided some default reasons to get you started, you can customize this list.Β 

To get started, head on over to the Sales tab and follow these easy steps!

  1. From the leads index, click on the black Actions button towards the top right of your account.

  2. Select Manage Lead Settings from the drop down menu, which will take you to lead settings, located within your Business Settings.

  3. Scroll down to the Reasons A Lead Didn't Book Your Services section towards the bottom, then click on the gold Manage Lead Reasons button.

*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!

To Add A New Reason

Click on the gold + Add New link to add a new reason.

To Delete An Existing Reason

Click on the gold trash can icon that appears when you hover over the reason you'd like to delete.

Side note: We're looking forward to adding reports so that you can see a top level overview of why you're not booking certain leads to help you and your business - stay tuned!

To Edit An Existing Reason

To edit, just click on any of the existing reasons and edit.

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