Welcome to the Help Center

Lead Management Module

Our Lead Management module is built to streamline the process of capturing customer leads and transforming them into paying clients. This module integrates seamlessly with MyTime’s CRM to track and manage leads effectively, nurture them through multiple communication channels, and monitor their progress through to conversion.

Key Features:

  • Lead Nurturing: Engage leads through automated emails, text messages, and staff follow-up reminders for phone calls.
  • Automatic Conversion: Effortlessly convert leads into clients when they book an appointment.
  • Performance Tracking: Analyze lead sources, conversion rates, and client lifetime value for actionable insights

Things to know:

  • The Lead Management module is a paid-add on, so please contact your account manager or customer service (support@mytime.com) to add this module.
  • Once you have purchased the Lead Management subscription, you will be able to add and manage leads under Clients > My Leads.
  • For franchise businesses, leads can be added at both the parent and child levels
  • There are three ways to convert a lead into a client:
    • Convert via Lead Profile: By clicking the "Convert to Client" hyperlink found on the lead profile, it will change the profile from being under lead to a client
    • Convert after Scheduling an Appointment: A lead can be converted to a client once an appointment is scheduled
    • Convert after Appointment Completion: A lead can be converted to a client once the booked appointment is marked as completed. However, this functionality is governed by a hidden setting that can only be activated by the MyTime team. To enable the hidden setting, please contact our Support Team at support@mytime.com.

  • In the Schedule and POS, you can search for leads using the search box. Leads are clearly marked with the [Lead] label, making it easy to distinguish them from clients.

  • You can send messages via the communicator and schedule appointments for a lead

  • Clicking the "Take Payment" button for a ticket that includes a lead will prompt the following error message: "Client must exist."

  • You can utilize the lead source feature to track where leads are primarily generated, whether from in-store, the booking widget, or other platforms like Facebook. This feature is managed by a hidden setting that can only be enabled by the MyTime team. To enable this hidden setting, please contact our Support Team at support@mytime.com. For franchise businesses, this setting must be enabled at the parent level.

Content

Adding a Lead 

Once the hidden setting is enabled, simply:

  1. Navigate to the Clients tab
  2. Select the My Leads hyperlink
  3. Select the +Add Lead button
  4. Enter as much information about the lead as necessary, including their associated location, name, phone number, email, birthday, contact permissions, etc:
  5. Click "Save"
  6. Once saved, the lead profile will be accessible under the "My Leads" tab

Converting a Lead to a Client

Scenario 1:The lead is converted to a client after an appointment is scheduled

  1. Navigate to the Schedule
  2. Filter by the desired location
  3. Click on the "New Appointment" button located below the calendar on the left-hand side, or click directly on a specific time slot in the schedule.
  4. The appointment modal will appear
  5. Search for the lead you want to book an appointment for; the lead's name will appear with the [Lead] label next to it
  6. Select a date and time for the appointment
  7. Select a staff member
  8. Select a service. To add multiple services to the appointment, click on the "Add a Service" button
  9. Click the "Save" button located at the bottom of the modal

Once the appointment is scheduled, the lead will be converted into a client and will be listed under the Clients tab. It will no longer appear under the Leads tab.
Screenshot 2024-12-02 130757.png

Scenario 2: The lead is converted to a client after an appointment is marked as completed. Once the hidden setting is enabled simply:

  1. Navigate to the Schedule
  2. Locate the desired appointmentSchedule-MyTime-12-02-2024_01_20_PM.png
  3. Click on the appointment to open it
  4. Change the status of the appointment to "Complete"Schedule-MyTime-12-02-2024_01_22_PM.png
  5. Click "Save"                            Schedule-MyTime-12-02-2024_01_23_PM.png

Once the appointment is scheduled, the lead will be converted into a client and will be listed under the Clients tab. It will no longer appear under the Leads tab.
Screenshot 2024-12-02 132700.png

Scenario 3: A lead is converted to a client by clicking the "Convert to Client" hyperlink on their profile

  1. Navigate to Clients > Leads
  2. Locate the desired lead and open their profileScreenshot 2024-12-02 134447.png
  3. Click on the "Convert to Client" hyperlinkDave-Brown-MyTime-12-02-2024_01_46_PM.png
  4. A pop-up will appear displaying the associated locations for the lead. At the bottom of the pop-up, click the "Convert to Client" hyperlink.
    Dave-Brown-MyTime-12-02-2024_01_53_PM.png

Once the process is complete, the lead will be classified as a client and will be available under the Clients tab. It will no longer appear under the Leads tab.

For more information, contact us at support@mytime.com.  

 

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