Leads and Waitlist

The Leads feature is currently in beta.
The Waitlist feature (version 1) has arrived! Click here for more info.


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 here!)

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 "Join Waitlist" button for the specific time slot and this will open a pop-up screen.
  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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