Lead Tracking & Reports
How to View Your Leads Using the Client by Web Form Submission Report
If you’re looking to quickly identify potential clients who have expressed interest in your services but haven’t yet booked an appointment, the Client by Web Form Submission Report is your go-to tool. This report gathers all leads from your web form submissions and displays their contact details, demographics, and service interests.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002rY5&feoid=00N3s00000QF9k7&refid=0EMRd00000Am6Tc">)
Why Use This Report?
This is especially helpful if:
You have a last-minute opening and want to call potential clients who may be interested in booking.
You’re proactively following up with leads to encourage more bookings.
You want to analyze service demand from your web leads to better plan your schedule.
How to Run the Report
Navigate to Client Reports
Select Client by Web Form Submission
Set Your Filters
Leave the box Include Clients with Consultations/Appointments unchecked.
This ensures the report only shows leads who haven’t yet booked a consultation or appointment.
Run the Report
Click Preview
You’ll now see a list of all web form submissions that haven’t converted into scheduled consultations or appointments.
What You’ll See
The report provides:
Contact Information: Names, phone numbers, and email addresses.
Demographics: Any relevant demographic details captured in your web form.
Service Interests: The services they’re most interested in, based on their submission.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002rY5&feoid=00N3s00000QF9k7&refid=0EMRd00000AmAXD">)