How do I Manage My Leads Using Couples Manager?

Couples Manager is your go-to tool to stay organised, track progress, and manage your bookings. Here’s how to make the most of it:

Stay organised with custom labels 📝
Label your leads in a way that works best for you - Whether it's “VIP”, or “Attended open day”, custom labels keep your workflow smooth and efficient.

💡 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!
Track progress with stages 📈
Now your leads move through stages, giving you a clear overview of where each couple stands. These are your stages:
- Lead – A brand new couple ✨
- 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 💔
💡 Keeping your stages updated helps you prioritise time-sensitive opportunities.
Assign leads for better team coordination 🏆
Assign an owner to each lead to keep follow-ups clear and ensure nothing gets overlooked - perfect for larger teams or managing multiple leads.

💡 Assigning owners means no couple slips through the cracks, even during busy periods.
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!
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.
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.
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.

The new Couples Manager gives you a clearer picture of your leads so you can respond faster, stay organised, and never miss an opportunity to convert an lead into a booking. ✨

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

👉 Access Couples Manager here
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