PRODUCT & SETUP GUIDE · 4 STEPS

Capture inquiries and track lead sources

Share a lead form with a link or website embed. Source and campaign labels help you see which inquiries become bookings.

Follow these steps

1. From Leads, choose Create a lead form or Share lead forms, then save your form.
2. Open Share. Choose a source such as Website, Google, Instagram, Facebook, or a referral partner. Add a campaign label if useful.
3. Copy the source-specific link or matching website embed. Each variation uses the same saved form.
4. Review submissions in Leads. Open Lead source performance to compare inquiries, proposals, confirmed bookings, and booking rates, or export CSV.