Online Leads

When visitors come to your website, you can easily capture their contact info or have them request info from you with PocketSuite's Online Leads feature. Here's how:

First, turn on the feature in Settings > Features > Online Leads > Save

Quick Setup

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Detailed Setup

Creating the online lead form

Head to settings> Online Leads. If you tap into it, you'll see you have Preview, Instructions, Fields, Form, and Signature.

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Preview allows you to see what the lead widget will look like on your site. Instructions will email you installation instructions, but you can always email us (support@pocketsuite.io) if you need help installing. Fields is the brains of the operation and where you'll need to create your form questions. 

Editing Fields

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Creating New Fields

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You can choose whether or not to make the field required- if you do, they won't be able to submit the form without responding to that question. You can also choose to show it online or not. If you don't show it online, it will remain a question in the client history > more details. You can fill it in for them so it's a record on their profile, viewable only to you. You can also choose to show the field on an appointment when a client is booking.

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Field options

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You've got several options when it comes to telling us what type of field you're making- regular text, dates, currency, or integer (which is just a fancy word for a number!). The choice you make will affect how your clients can respond, so be careful not to choose date when it should be long text or they won't be able to write anything!

Once your form is done, you can tap to preview it.

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You can grab the link by tapping the tiny arrow in the top right corner of the preview, or you can send it to anyone in your PocketSuite contacts by going to a message, then tapping the WWW icon. A list of your services, forms, etc will come up. 

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If you'd prefer a video visualization of this feature, check out this instructional video below:

Video Transcript:

Online leads are a great way for you to capture information from a client, or a prospective client, who comes to your website. What you want to do is go to Settings>Features, go down to online leads; finish watching the video before you dive in, and then tap save. Once you've done that you'll go back to settings and you'll see that you have a tab for online leads. What you want to do is tap to email yourself the instructions so you can put this on your website, and then you'll want to tap in the field and decide what kind of information you'd like to get from your clients. You can tap in any of the fields, and you can decide whether or not you’d like to make them required, or if you'd like to show them on the appointment. You can also tap the plus to add a new field, you can then name the field, and then you can decide what type of field it is; multiple choice, checkbox, date, email, phone, number, etc. 

 

  1. Settings>Features
  2. Toggle Online Leads, tap save.
  3. Tap to email yourself the instructions for adding Online Leads to a website.
  4. Tap in the field and define whatever questions you want answered by prospective clients.
  5. Indicate which questions they’re required to answer and if you want them listed on appointments.

 

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