Leads Management in MoeGo helps you organize, track, and follow up with potential customers before they become official clients. It gives your team a structured workflow to manage inquiries from first contact to first appointment.
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What is a Lead?
A lead is a potential customer who has shown interest in your business but has not yet booked an appointment or made a purchase.
Leads can come from many sources, such as:
Online Booking inquiries
Intake form submissions
Phone calls or voicemails
Text messages
Walk-in or manual entries created by staff
Unlike full clients, leads may still be gathering information, comparing providers, asking questions, or waiting for follow‑up.
Leads vs. Clients: What’s the Difference?
Understanding the difference helps keep your records clean and workflows smooth.
Leads | Clients |
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💡 Tip: Leads Management helps prevent clutter in your Client list by avoiding premature client creation from early inquiries.
When Does a Lead Convert to a Client?
A lead is automatically or manually converted into a client when meaningful engagement happens—typically when the pet parent becomes an active customer.
A lead converts when:
They book their first appointment
They purchase a membership or package
They complete a transaction
You manually convert them when they have an official relationship with your business
During the conversion, MoeGo creates or updates a full client profile, carrying over essential information such as:
Contact details
Pet information
Activity history
Notes and tasks
Why Use Leads Management?
Before Leads Management | After Leads Management |
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Requirements & Availability
Leads Management is available on the MoeGo B-side (Web) for users enrolled in the new client profile.
Plans
All MoeGo plans include Leads Management basics
Ultimate Plan only 🌟 :
Custom lead fields
Kanban view
Google Ads integration & reporting
If you have questions or need help setting up Leads Management, please contact MoeGo Support.