When using TablelistPro on your desktop, you will notice there is now a Leads tab on the left-hand side. Consider this your new hub for incoming leads; all guest list and reservation requests will appear on this tab.
You can sort leads by name, date submitted, date of the event, number of guests, arrival time, attribution, and notes
You can search leads, customize date ranges, and filter by attribution
Once you click on a specific lead, you can:
Approve or deny the request
Message them through Customer Chat
Change the attribution
Generate a payment link
After approving or denying the request, it will be removed from the Leads tab
To create a payment link:
Click on a specific lead
Choose a minimum spend or minimum bottles
Press "Approve," and a new tab for Payment will appear
On the Payment tab, click "Request Payment," fill out all of the information, and hit "Save" to get your payment link
