How do I Manage My Leads Using Couples Manager?

Couples Manager is your all-in-one tool to stay organised, manage enquiries, and convert leads into bookings. Here’s how to make the most of it:

1. Stay organised with custom labels 📝
   Create labels that suit your workflow - from “VIP” to “Attended Open Day.” Labels make it easy to organise, sort, and prioritise leads.
   
   💡 To create a new label, simply click the label menu and hit ‘+ New’ at the bottom.
   
   🔥 A Hot Lead label is applied automatically to couples who are more likely to convert, based on the details they’ve provided - an easy way to spot high-potential leads at a glance!
   
   
2. Track progress with stages 📈
   Keep a clear overview of every couple’s journey by moving leads through stages:
   
   • Lead – A new enquiry ✨
   • Qualified – For couples suited to your business ✅
   • Viewing Scheduled – An appointment has been arranged 💒
   • Awaiting Couple’s Decision – They’re considering their options ⏳
   • Date on Hold – A date has been tentatively reserved 📅
   • Booked – The couple has chosen your venue 💍
   • Wedding Completed – The big day has happened 🎉
   • Lost – The couple has gone in another direction 💔
   💡 Updating stages regularly helps you prioritise hot opportunities and follow up at the right time.
   
   
3. Assign leads for better team coordination 🏆
   

   Assign an owner to each lead to ensure follow-ups are clear and consistent. This is especially helpful for larger teams or busy seasons.

   • 💡 Assigned leads mean no couple slips through the cracks.

   
   
   
4. Find what you need in a snap with filters 🕵️
   Filter by status, label, owner, message date, source, and more, to quickly get to the info you need. You can also export your filtered results with just a click.
   
   💡 Your filters are right in the top left corner of Couples Manager - give them a try!
   
   
5. Find couples quickly with the new search bar 🔍
   Looking for a specific couple? Use the search bar to find leads by name, email address, or phone number.
   
   💡 Perfect for checking in on a lead or grabbing details during a call.
   
   
6. See where your leads are from 🌐
   Couples Manager shows you the source of every lead, so you know where they're coming from. You’ll see:
   
   • Bridebook Lead – Sent via your Bridebook listing
   • Widget Lead – Sent via the enquiry widget on your own website
   💡 Shape your communication style based on the lead source to create a more tailored experience.
   
   
7. Choose your view – Table or Pipeline 📌
   Stick with the familiar table layout or switch to the new Pipeline View for a visual snapshot of your leads, sorted by stage.
   
   
   
   💡 Pipeline View gives you a quick and clear picture of where all your couples are in their journey.

✨ 3 brand new features now available:

Import couple data – Add your external couples manually and manage everything in one place – even if they didn’t enquire via Bridebook.

Message non-Bridebook couples – Keep all your messages in one central inbox. We’ll send them as emails or push notifications if they’re using our app.

Add notes to couples – Record key details and context for each couple – perfect for team handovers and staying on the same page. You can also edit & delete notes.

Why Use Couples Manager?

With Couples Manager, you can:

• Respond faster.

• Stay organised and efficient.

• Track every lead from enquiry to booking.

• Never miss an opportunity to convert a lead into a confirmed wedding. ✨

🎥 Prefer a walkthrough?
Check out our How to use Couples Manager for a step-by-step guide.

👉 Access Couples Manager here
💎 Not a VenuePro member yet? Discover our plans here.