Leads and Waitlist

The Leads feature is currently in beta.
The Waitlist feature is coming soon!


In this article, we answer some basic questions about Leads, which is available as a feature under "CRM".

  • Who is a Lead?
  • How does Occasion track leads?
  • What should I do with these leads?
  • How do I add customers to wait-list?
  • Where can I see my wait-listed customers and leads?
  • Do you have a "reaching out email" example?


Who is a Lead?

A lead is a prospective customer. A prospective customer is one who has expressed interested in your services.


How does Occasion track leads?

Leads can come from many different sources. Some of the ones are below:

  1. A customer started but did not complete the booking.
  2. A customer booked a similar event a "while ago".
  3. A customer who added themselves to a "wait-list".

What should I do with these leads?

Leads are highly likely to convert into a booking. We recommend reaching out to the leads via email and trying to engage them in a conversation.


How do I add customers to wait-list?
(the Waitlist feature is coming soon!)

Initially, only merchants will be able to add customers to wait-list. Here's how:

  1. From your Occasion account, click on "Calendars".
  2. Click on the sold-out event.
  3. Find the "Preview" button and which will open a new window.
  4. You can enter the customer's name, email to add them to wait-list.

Where can I see my wait-listed customers and leads?

Leads and wait-listed customers are visible right below the roster when viewing the event on your  Calendar page.


Do you have a "reaching out email" example?

We recommend this powerful combination when reaching out to your leads.

  1. Have a coupon code handy. Create a coupon code like "comeback" with a small discount to provide an incentive to customers on the fence.
  2. Send them a personal email like: 
    " Hi Sara, noticed that you may interested in our class - we still have a seat for you if you are still looking. And, by the way, here's a 10% off coupon "comeback". We look forward to seeing you."

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