Leads & Conversations

Open and read a lead conversation

You will know what to review before replying or changing how a lead is handled.

Last updated October 3, 2026

Review the full context

The Lead Inbox brings together captured requests and message history. Review the original request, recent replies, contact details and any booking context before deciding what should happen next.

Understand conversation status

  • Needs you means human attention is needed
  • Talking means a conversation is active
  • Booked means a booking was confirmed

Keep internal context private

A Private note is internal and is not sent to the lead or customer. Use notes for concise context that helps your team, and avoid passwords, authentication codes, complete card details or unnecessary sensitive information.