Tell a new lead if their date looks free

The first thing anyone wants to know when they fill in a lead form is whether you’re free on the day. Now the confirmation email they get straight away can tell them.

Turn it on

Open a lead type and, under Notifications, turn on Tell them if the date looks free. It sits under Email the submitter a confirmation, which needs to be on too. It is off for every lead type until you turn it on.

Three notes

Write the notes on the Lead types page under Date check. There’s one for each answer:

• Date looks free: nothing is booked and no time is blocked on the date.
• Date is booked: the date is already taken.
• Date needs checking: only a Tentative booking clashes, or the date couldn’t be checked.

Each starts with a sensible default, and you can use [first name] and [event date] in them. Leave a note empty and nothing is added for that answer, so you could mention the date only when it looks free.

The note sits above the copy of their submission. The client sees only the note, nothing else about your calendar. Your own notification says which note went out, so you know what they’ve been told before you reply.

The check is the same one Auto Reply and the double-booking guard use. Capturing leads with a form covers it in full.