Converting Leads to Weddings
What happens when a lead becomes a booking, and how to record one you lose.
There are two ways a lead becomes a booking, and they behave the same: the couple accepts a proposal, or you move the lead to Booked yourself. Either way the wedding is created and linked to the lead for you.
This is part of the Complete plan.
What happens the moment it books
A dialog appears headed with the couple's name and "is booked", confirming that the wedding has been created and linked. Under What's left are the three things it deliberately did not do for you:
| Step | Why it waits for you |
|---|---|
| Send the contract | A contract needs a total, a payment schedule and a deposit figure. On a hand-booked lead nobody has agreed those yet, and inventing them is worse than asking. |
| Raise the deposit | The date is not really held until this is paid. |
| Turn on the Planning Hub | The couple's own portal — timeline, tasks, invoices, contracts. |
Each has a button that takes you where it is done. If a contract or deposit already exists, the row says so instead.
Turning on the Planning Hub offers to "Email the couple their access link". That is a separate switch rather than part of the button, because it mints an access link and sends it — which should be a decision, not a side effect. Where the lead has no email, the switch is disabled and says so.
Later closes the dialog; Open the wedding takes you to the new record.
The floor plan is deliberately not here. It is planning-phase work, not something to deal with the minute a booking lands.
What carries across
The wedding takes the couple's name, the date and the guest count from the lead, and stays linked to it — so the tours, proposals and activity behind the booking remain readable from the wedding.
The lead is not deleted or emptied. It moves to Booked and stays.
What it does not do
It does not block the calendar with a separate event. The wedding already blocks its own date; adding a calendar entry as well would show every booking twice.
Losing one
Not every lead books. Mark as Lost on the lead records why, which is the part that pays you back.
Primary Reason offers ten:
Price · Availability · Aesthetic · Location · Capacity · Service · Missing Feature · Went Cold · Chose Competitor · Other
Choosing Chose Competitor lets you name the venue — either one you already track or a Competitor Name you type — and there is room for what happened and what would have helped.
Lost leads are archived rather than deleted, and reappear on the Leads page when you switch Archived on. If one comes back, move it to a live stage and carry on; the whole history is still there.
Practical use
- Do the contract and deposit the same week. Both are on the dialog because both decay if left.
- Record the loss reason honestly, including when it was you. A pipeline that loses to price four times is telling you something a pipeline that loses to "Other" cannot.
- Turn the Planning Hub on early. It is the difference between a couple who emails you constantly and one who can see their own timeline.
Frequently Asked Questions
Do I have to create the wedding myself? No. It is created and linked automatically when the lead reaches Booked.
What if the lead already had a wedding? The dialog says so and links it rather than making a second one.
Can I undo a booking? Move the lead back to another stage. The wedding it created stays — delete that separately if it was a mistake.
Why is nothing happening when I drag to Booked? This is a Complete-plan feature. On the free plan the stage changes and nothing else does.
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