Leads and Inquiries

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

The inbox

Go to Bookings > Inbox to see your leads.

Empty states

If you have not created any inquiry-mode services yet, the inbox 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 of the inbox, a share button lets you spread the word about your booking page. It offers the same social sharing options as your booking settings: 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 your inbox 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 in your inbox. 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.

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: 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.

The actions card keeps you focused on what to do next without overthinking the process.

Info card

A summary of everything the client submitted:

• Name, email, phone number.
• Preferred date and time.
• Location preference.
• Event size and budget range.
• 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, email notification, and note shows up here. This gives you the full history at a glance, so you never lose track of where things stand.

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 client, they are listed here with their status (sent, viewed, accepted, declined). You can see what you offered and how the client responded.

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 inbox 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.
• Budget range.
• 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.

Inbox 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.