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.
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