Leads and Inquiries

When clients submit inquiries through your booking page, they show up as leads. This is where you review requests, follow up, share offer guides, send proposals, and convert the best ones into confirmed bookings.

The leads list

Go to Bookings > Leads to see your leads.

Empty states

If you have not created any inquiry-mode services yet, the page will prompt you to set one up first. If you have services but no inquiries have come in, you will see an empty state encouraging you to share your booking page.

Share button

At the top, a share button lets you spread the word about your booking page. It offers social sharing options: X (Twitter), Facebook, Pinterest, WhatsApp, and Email. A quick way to get your link out there.

Add lead button

Not every inquiry comes through your booking page. Some clients reach out by email, Instagram, phone, or in person. Click Add Lead to create a lead manually so you can track it in the same place as your online inquiries.

Filtering and searching

• Status dropdown. Filter by lead status. By default, you see leads that need attention (new, reviewing, proposal sent). Converted, declined, and archived leads are hidden unless you specifically filter for them.
• Search. Type a client name or email to find a specific lead quickly.

Lead cards

Each lead appears as a card. At a glance, you can see:

• Client name and email.
• Time ago. How long since the inquiry came in (like "2 hours ago" or "3 days ago").
• Service. Which booking service they inquired about.
• Preferred date. The date the client requested, if they provided one.
• Status badge. A colored badge showing the current pipeline stage (New, Reviewing, Proposal sent, etc.).

Click any card to open the full lead detail page.

The lead detail page

This is where you do the real work. The detail page gives you everything about the lead and the tools to take action.

Header with status actions

At the top, you see the client's name and the current status. Quick action buttons let you move the lead to the next stage right from here.

Lead progress tracker

A visual tracker shows exactly where this lead sits in your pipeline and highlights the logical next steps. This keeps you focused on moving leads forward without second-guessing the process.

Sidebar

The sidebar holds two key sections.

Actions card

This card changes based on the lead's current status, always showing you the most logical next step.

• For new leads: Review the details, mark as reviewing.
• For leads you are reviewing: Share an offer guide, send a proposal, decline, or convert to booking.
• For leads with a sent proposal: Waiting for the client's response, or follow up.
• For accepted proposals: Convert to a confirmed booking.

Info card

A summary of everything the client submitted:

• Name, email, phone number.
• Preferred date and time.
• Location preference.
• Event size.
• How they found you.
• The service they inquired about.
• Any notes or message they included.

Activity timeline

A chronological log of everything that has happened with this lead. Every status change, proposal sent, offer guide shared, email notification, and note shows up here with timestamps. This gives you the full history at a glance, so you never lose track of where things stand.

Offer guide

If you have shared an offer guide with this lead, you can see how they interacted with it. Offer guides let leads browse your service packages and pricing on a clean public page and express interest in the options that appeal to them. When they respond, their preferences flow right into your proposal setup.

Offer guides use short, clean URLs like yourname.corehue.co/guide/abc123 that are easy to share in messages or emails.

Questionnaire responses

If the client filled out an intake questionnaire as part of their inquiry, their responses appear in this section. You can read through all their answers without leaving the lead page.

Proposal history

If you have sent proposals to this lead, they are listed here with their status (sent, viewed, accepted, declined). You can see what you offered and how the client responded. When creating a proposal from a lead that used an offer guide, the client's package preferences are pre-loaded as a starting point.

Notes and messages

Add private notes that only you can see. Use these to jot down thoughts, reminders, or details from phone calls and conversations that happened outside of CoreHue.

Converting a lead to a booking

When you are ready to confirm a lead, click Convert to Booking. A form appears where you fill in the booking details.

• Title. A name for the booking (like "Smith Wedding" or "Brand Shoot").
• Client info. Pre-filled from the lead. You can adjust if needed.
• Service. Which booking service this is for. Pre-selected from the inquiry.
• Date. The session date. If the client provided a preferred date, it is pre-filled.
• Multi-day toggle. Turn this on if the booking spans more than one day. You will then set a start date and end date.
• Time. Start and end time for the session.
• Location. Where the session will take place.
• Amount and currency. The total booking price.

Once you confirm, CoreHue creates the booking, links the client, and connects any related documents. If the booking status is set to confirmed, post-booking questionnaires go out (if you set them up) and the event syncs to Google Calendar.

Adding a lead manually

Click Add Lead from the leads page to create a lead by hand. The form includes:

• First name and last name.
• Email address.
• Phone number.
• Service. Which booking service this inquiry is about.
• Preferred date.
• Location.
• Event size.
• Notes. Any details about the inquiry.
• How they found you. Referral source.

This is useful for tracking inquiries that come in through other channels so everything lives in one place.

Lead statuses

Status	What it means
New	Just arrived. Waiting for you to look at it.
Reviewing	You have opened it and are looking at the details.
Proposal sent	You sent the client a proposal with pricing and terms.
Proposal accepted	The client accepted your proposal. Ready to book.
Booked	Converted to a confirmed booking.
Declined	Not moving forward.
Archived	Filed away for your records.

Sidebar badge

The sidebar shows a badge with the number of new leads, so you never miss an incoming inquiry. The badge updates in real time as new inquiries arrive.