Leads queue
Track new clinic leads, follow up at the right time, and move qualified enquiries towards appointments and paid bookings.
Open /practice/leads to review people who completed your qualifying funnel, check their eligibility, and update the outcome when they book or should be closed.
Review submissions
- Filter by status, or leave All statuses selected.
- Open a row to see the person's contact details, funnel, BMI when available, eligibility result, answers, source data, and internal notes.
- Select Mark booked when the person converts outside the normal booking flow.
- Select Decline when you cannot help them.
The list includes accepted funnel submissions and their current status, including qualified, unqualified, booked, declined, abandoned, and submitted states. A submission blocked before it becomes a lead does not appear as an ordinary lead; use the funnel's anti-spam settings when traffic is being rejected unexpectedly.
Check where leads came from
Open the Attribution tab to compare source, medium, campaign, lead count, qualified count, booked count, conversion rate, and revenue. Use UTM tags on campaign links so the source can be followed from enquiry to paid booking.