Relevant articles:

At times it's necessary to have reservations added manually, for example when you get started with Hostfully PMP and needs to transfer past bookings / blocks over, or when you take an offline booking and need to record it.

There are 2 ways to add a lead, via the Add Lead button, or selecting dates directly on Calendar.

Getting started

A - "Add Lead" button

This button is visible in Dashboard | Pipeline | Calendar tab

B - Select dates on Calendar tab

Fill in Lead Details

Either way, you need to fill in details for the lead before saving:

Note: depending on how the lead's status is set, it will show up accordingly on the Calendar and Pipeline tab. More details on the lead's management article above.

For the Extra Notes box under Lead's Stay Details tab, only 255 characters can be input. Anything in surplus will be automatically turned into "..."

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