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Knowledge baseLeads & bookingsManage customer bookings
Leads & bookings

IN THIS TOPIC

Create a form for enquiriesFind and follow up leadsManage customer bookingsManage table reservations
Guide1 min readWeb dashboard

Manage customer bookings

Find appointment requests and update their status.

Who this guide is for

Levah web dashboard. Available actions depend on your business type, subscription and staff permissions.

Open in LevahSign-in required
On this page
Before you beginStep by stepWhat happens nextHelpful to know

Before you begin

  • Set up the appropriate booking form on your website if customers will book themselves.

Step by step

  1. Open Leads → Bookings.
  2. Find the booking and review the customer details and requested appointment.
  3. Use the available status controls to reflect the booking's current state.
  4. Follow up with the customer when arrangements need confirmation or a change.

What happens next

The booking record reflects the status you saved.

Helpful to know

  • Check the appointment details before confirming it.
  • Bookings also feed the leads workspace, so check for an existing enquiry before creating another record.
Still need a hand?

Tell us what you were trying to do and where you got stuck.

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Keep learning

Find and follow up leads

Review enquiries coming from forms, bookings and reservations.

Create a form for enquiries

Collect the information you need from potential customers.

ON THIS PAGE

Before you beginStep by stepWhat happens nextHelpful to know
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