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.
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:
- Optional details
- Required details (with red asterisks beside like dates & email)
- Lead's status (please refer to this article on managing the lead's statuses)
- Order's line item
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.
Please let us know if any question via pop-up chat on the page's bottom, or via email to firstname.lastname@example.org