Conversations
The whole conversation lives in the database, not on a phone.
Иван
+79000000022
Enquiry status
In progress
What they came for
This counts in the advertising reports. It does not book anyone — use «Quick booking» with a till position for that.
Book into the calendar
The service is picked from the till price list: that is what gets charged. What the person asked for is kept separately, on the enquiry. Duration comes from the position when it has one; otherwise you set it.
How does the board work?
- New — set automatically: someone wrote on WhatsApp or sent the form.
- In progress — set automatically after two replies of yours in the chat (assistant replies do not count). Also by hand, when you spoke on the phone.
- Booked — set automatically when an appointment is created, from any screen.
- Attended — set automatically when you mark the booking as done in the calendar.
- Lost — by hand, or automatically after 14 days with no sign of life.
If someone writes again after «Attended» or «Lost», a NEW enquiry is created. The old one stays as history: its conversion has already been sent and cannot be withdrawn.
Only «Booked» and «Attended» go to Google Ads. «Lost» never does.
Click a card to move it to the next status.