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The Profile tab

Review what the couple told you when they inquired, move them along the pipeline by hand, and keep your Couple Notes.

Updated September 2, 2026

The Profile tab is the plain-facts page for a lead: what they told you, where they are in the pipeline, and what you think.

Couple Notes

The first card holds your internal notes about the couple. Every private note you add from the Activity rail is copied here, so this is the one place to reread everything you wrote about them. Notes are never shown to the couple. See Tags and notes.

Inquiry details

Field Where it comes from
Wedding (tentative) The tentative wedding date.
Venue The location or venue you entered, or the couple gave on your form.
Budget The budget you entered, or the budget field from your form.
Source Where the lead came from.

To change any of these, click ⋯ > Edit lead in the header.

Form responses

If the lead came through your inquiry form, every answer they gave is listed under Form responses, including custom questions that have no field of their own on the lead. See The public inquiry form.

Pipeline status

Three chips: Inquiry, Contacted, Booked. Click one to set the lead's status. This is the intended place to move a lead forward or backward by hand; it does the same thing as clicking the strip in the header. See The lead pipeline.

The Tasks tab

The Tasks tab next to Financials is a placeholder for now. It shows "Pre-booking checklist" and explains that stage-based tasks such as scheduling a consult, building a quote and sending a proposal will appear there later. There is nothing to set up.

Troubleshooting

Budget shows a dash but the couple gave one on the form. The form's budget question was a text answer. It appears under Form responses; edit the lead to copy it into the Budget field.

  • The lead recordEverything on a lead's page, from the header card and countersign banner to the six tabs and the Activity rail.
  • The lead pipelineWhat New, Contacted, Booked and Lost mean, what the pipeline strip and milestones show, and what changes a status on its own.
  • Add a leadLog a couple by hand with the New lead form, choose where they came from, and edit the details later.
  • Tags and notesKeep private notes on a couple's Activity rail, and use tags on leads to drive automations.
  • 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.
Still stuck? Send a note from the contact page and a real person at Hailo answers. Include the studio name you signed up with and, if it is about a specific screen, what you clicked.
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