Adding a new contact
Getting a new client or lead into BookingOS.
- 1Click New Contact from the top navigation — it's available from almost anywhere in BookingOS.
- 2Fill in what you already know. It's fine to add more later as a conversation develops; nothing needs to be complete on the first pass.
- 3Include how the lead reached you if you know it (referral, website, social media, and so on) — see Why lead source matters for why this is worth doing consistently.
A new contact isn't automatically a lead in your pipeline — attach an event and stage to it when there's a real opportunity to track, so your Leads pipeline reflects active conversations rather than every person you've ever talked to.
Still stuck? Reach out through Support and we'll answer directly.