Managing leads and enquiries

Review, track, and follow up on enquiries from your website.

When a visitor submits an enquiry on your website, it appears in the Leads section of your dashboard so your team can follow up.

Working with leads

Open the Leads section to see enquiries as they come in.
Select a lead to view its details and activity.
Use the Conversations section to keep track of messages with a prospective patient.

Appointment requests are handled separately in the Appointments section — see the appointments guide.