Leads and clients
Inquiry forms, the lead pipeline, client records and the client hub.
17 articles
- The Leads listFind, filter and update every couple who has asked about your work, from the first inquiry to booked or lost.
- Add a leadLog a couple by hand with the New lead form, choose where they came from, and edit the details later.
- The lead pipelineWhat New, Contacted, Booked and Lost mean, what the pipeline strip and milestones show, and what changes a status on its own.
- The lead recordEverything on a lead's page, from the header card and countersign banner to the six tabs and the Activity rail.
- The Messages tabRead every email with a couple, see when it was delivered and opened, and reply from a template with the partner on CC.
- The Files tabKeep scans, vendor PDFs and mood boards on the lead, and see every proposal, booking and gallery Hailo made for the couple.
- The Financials tabSee what the couple owes, what they have paid, the payment schedule and the expenses you logged against them.
- Build an inquiry formCreate an inquiry form, design it, choose what happens after a couple submits, set a per-form auto-reply and put it on your website or share the link.
- The Profile tabReview what the couple told you when they inquired, move them along the pipeline by hand, and keep your Couple Notes.
- Call schedulerSet up the public page where couples book a discovery call with you, including hours, limits, video call provider and the link to share.
- The Clients listTrack every booked couple through editing and delivery, see what each one earned per hour, and spin the globe of where you have filmed.
- The client recordThe page for a client you added directly, with its tabs, automation controls and Activity rail, and why a converted lead looks different.
- The wedding eventRecord when and where the wedding happens, who the other vendors are and the day-of timeline, and push it to your calendar.
- The client portalThe one page a couple can bookmark to find their proposal, contract, invoices, questionnaire and finished film.
- The public inquiry formWhat a couple sees when they fill in the form on your website, and what Hailo does the moment they submit it.
- The book-a-call pageWhat a couple sees on your discovery call page, and the lead, calendar entry and confirmation email Hailo creates when they book.
- Tags and notesKeep private notes on a couple's Activity rail, and use tags on leads to drive automations.