Leads

Leads is your sales pipeline. Track every inquiry — Instagram DMs, consultation requests, website forms — through to a booked appointment, without losing anyone in the shuffle.

Navigate to: Dashboard → Leads

Capturing a Lead

When a new inquiry comes in, create a lead and record:

Source — where they came from (Instagram, referral, website, walk-in, etc.)
Treatment interest — what they're asking about (Botox, filler, skin, etc.)
Budget tier — rough indication of spend capacity
Urgency level — how soon they want to come in (this week, next month, browsing)

Lead Lifecycle

Leads move through four stages:

| Stage | Meaning | |-------|---------| | New | Inquiry received, not yet contacted | | Contacted | You've reached out, awaiting response | | Booked | Appointment scheduled | | Converted | Appointment completed, now a full client |

Move a lead between stages by opening the lead and selecting the new stage from the dropdown.

Converting a Lead to a Client

When a lead books and attends, click Convert to Client. This:

Creates a full client profile with all lead metadata preserved
Relinks any quotes or treatment notes to the new profile
Marks the lead as converted (it stays in history for reporting)

You don't need to re-enter their details.

Searching and Filtering

Use the filter bar at the top of the Leads page to narrow by:

Stage — focus on what needs action now
Source — see which channels are producing leads
Urgency — surface hot leads before they go cold
Treatment interest — prep for specific consultations

Tips

Work urgency first. Sort by urgency level at the start of each day — high-urgency leads who haven't been contacted go cold fast.

Record the source religiously. After a few months, you'll know exactly which channels (Instagram vs. referrals vs. website) are worth your time and money.

Use budget tier to qualify. Leads with a mismatched budget tier aren't necessarily lost — they might be right for a starter treatment. Tag them and revisit.

Related Guides

Need help? support@aestheti.cc