Lead Inbox & Inquiry Forms

Create branded inquiry forms for your public profile, your own website, or direct booking links, then manage incoming leads.

5 min readGetting Started

Capture client inquiries with branded lead forms, then manage them in a centralized Leads area. A form can live on your GigOrganizer public profile, be embedded on your own website, or be shared as a direct booking link.

Creating an Inquiry Form

  1. Go to Dashboard > Leads > Forms
  2. Click "+ New Form" (or "Create Your First Form" if you have none)
  3. Choose a Performer Identity — this name appears on the public form
  4. Set a Form Name (e.g., "Wedding Inquiries")
  5. Click Create Form

Each form gets a unique public URL like gigorganizer.com/inquire/your-slug.

Lead inbox pipeline — from inquiry form to gig conversion
Click to open interactive diagram

Leads Area Tour

Go to Dashboard > Leads to manage new inquiries. The Leads area has tabs for:

TabUse It For
InboxReview leads, filter by stage or form, and open lead detail
FormsCreate and manage inquiry forms
AnalyticsTrack lead volume and conversion patterns
SettingsConfigure lead inbox behavior and forwarding

The inbox starts with your forwarding address for email-based leads, then shows total inquiries, stage filters, form filters, and the Import Conversation action.

Leads inbox with lifecycle filters and lead list
Click to open interactive diagram

Lifecycle Stages

Leads use booking lifecycle stages so you can tell where each inquiry sits:

StageMeaning
NewJust arrived and has not been worked yet
ContactedYou have acknowledged or replied to the client
QuotedPricing or availability has been discussed
Contract sentA draft or contract has been promoted toward booking
BookedThe inquiry has become a confirmed gig
LostThe lead is no longer active

Use the view, stage, and form filters to focus on leads that need your attention.

Lead Detail

Click any lead to open its detail view. The detail view includes:

  • Contact information, event date, venue, guest count, budget, and selected form
  • A lifecycle progress row
  • Possible match cards for existing gigs or contacts
  • Event preparation fields you can capture before promotion
  • Quote fields, deposit fields, client message, special requests, referral source, and private notes
  • Communications tools for pasted emails, forwarded conversations, and lead follow-up
  • Actions to create or promote a contract when the booking is ready

Editing Your Form

Click Edit on any form card to open the form editor. You can configure:

SectionWhat You Can Change
BasicsForm name, performer identity, multi-performer mode
FieldsToggle and reorder fields (name and email are always required)
Event TypesCustomize the event type dropdown options
AppearanceAccent color, background, button text, corner style, custom font, logo (Pro)
Auto-ResponseCustom subject and body for the confirmation email sent to leads
Embed CodesCopy iframe or JS snippet for your website

Available Fields

Name, email, phone, event type, event date, event time, venue, guest count, budget, referral source, special requests, and message. Each field can be toggled on/off and set as required or optional.

Publishing Your Form

From the form card overflow menu or the editor's Embed section, copy one of:

  • Direct link — Share gigorganizer.com/inquire/your-slug anywhere
  • iframe embed — Paste into your website HTML for an inline form (add ?embed=true for a clean, no-header version)
  • JS snippet — Lightweight script tag for seamless integration

You can also attach a form to a GigOrganizer public profile directly from the form card. Click Attach to public page (or Public page links when the form is already connected), then choose the performer public page that should use that form. If you need to edit the page itself, use the Public Profile link to open Dashboard > Performer Settings.

Lead forms list with public profile link
Click to open interactive diagram

Public Profile Forms

When a public performer profile is published, its booking inquiry section can use one of your lead forms. You can connect the form from either the public profile settings or the Lead Forms card. Submissions from the public profile land in the same Lead Inbox as embedded forms and direct links.

Public performer profile with booking inquiry form
Click to open interactive diagram

Activating and Deactivating Forms

From the form card overflow menu, click Deactivate to stop accepting submissions without deleting the form. Deactivated forms show an "Inactive" badge. Reactivate anytime.

Common Questions

Can I have multiple forms?

Yes. Create separate forms for different performer identities, event types, or websites.

What happens when a lead submits the form?

They see a thank-you message (customizable). If you've configured an auto-response, they also receive a confirmation email. The lead appears in your inbox immediately.

Is the public form page indexed by search engines?

No. Inquiry form pages include a noindex robots directive.

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