Leads & CRM
Leads vs bookings
When to use contact forms vs the booking scheduler.
NurtureSite sites support both lead capture forms and online booking. Use the right tool for each job.
Contact or quote form → Lead
Best for:
- Open-ended questions
- Project quotes without a fixed time slot
- “Contact us” messages
- File uploads or custom fields (where configured)
Creates a CRM record (Customer, Lead, Patient, Household, … depending on how the site is set up) and a NurtureSite dashboard alert.
Booking scheduler → Appointment
Best for:
- Consultations with a defined duration
- Service calls at scheduled times
- Classes or sessions with capacity (group mode, party size, optional specific class times)
- Deposits to reduce no-shows
Creates an appointment in the scheduling system. Confirmed bookings also create or match a CRM record (by email/phone, or by service address for household/home-service sites) so bookings and payments show on that record. Phone-only bookings still create a record. Two houses that share a bookkeeper stay two household records.
After the job (or for custom work), you can send an invoice from the appointment or a CRM record. See Stripe Connect, deposits, and invoices.
Waivers and intake that must be signed before the visit is confirmed belong on the service as a document package, not on a contact form. See Documents and e-sign.
Use both
Many businesses use:
- Booking for standard appointments
- Contact form for everything else
Example: A dentist books cleanings online but uses a contact form for insurance questions.
Analytics
- Form submits track as lead/conversion goals
- Confirmed bookings track as
appointment_booked(andappointment_paidwith deposits)
Do not duplicate
Avoid asking for “preferred date” on a contact form when you already offer online booking for that service—pick one path to reduce confusion.
Setup guides
Related articles
- Leads inboxPortfolio form submissions across sites; site admin uses Customers, Patients, Households, Students, or Leads.
- Online booking setupServices, staff, hours, timezone, payments, and the booking block.
- Group and class bookingsCapacity, class times, party size, and remaining spots on the widget.
- Booking waitlistsPer-service waitlists, offer-to-claim holds, class email, and booking amendments.
- Forms, waivers, and e-signPrepare waivers and intake, collect signatures on your site, and keep signed PDFs on the CRM record—required at booking, sent after, or sent from the record any time.
- CRM recordsName the list Customers, Patients, Households, Students, or Leads; primary contact, matching, consent, and send audience.
- Site CRMNamed records (Customers, Patients, Households, Students, Leads), pipeline, tasks, alerts, invoices, and follow-up automations in site admin.