There are two ways a lead enters WeddingOS: manually by your team, or automatically through your website intake form.
Adding a lead manually
Click + Add Lead in the left navigation and fill in the form.
Fields
| Field | Required | Notes |
|---|---|---|
| First Name / Last Name | Yes | The primary client — typically the person who reached out |
| Yes | WOS checks for duplicates on blur and will warn you if this email already exists in your pipeline | |
| Phone | No | Optional but useful for quick outreach |
| Wedding Date | No | Fill in if known — drives payment schedule calculations and the 30/7-day reminder notifications |
| Lead Source | No | Where they found you (Instagram, referral, podcast, etc.) — feeds your lead source analytics |
| Venue Name | No | Fill in if they've mentioned a venue — carries through to the proposal and contract |
| Proposal Sent Date | No | Only needed if you're backdating a lead who already received a proposal outside of WOS |
Click Add Lead when done. The lead is saved with a status of Lead.
Enrollment prompt
After saving, WOS will ask if you want to enroll the lead in your automated follow-up sequence. Only enroll new, active leads — do not enroll historical data or leads you've already been in contact with outside of WOS, as they'll receive emails that won't make sense in context.
If auto-enroll is turned on in Settings → Email Templates, new leads are enrolled automatically without the prompt.
Via your website intake form
If you've embedded the WeddingOS intake form on your website, new inquiries come in automatically — no manual entry needed. See Website Intake Form for setup instructions.
What happens next
Once a lead is added, they appear in the Leads list. From there you can send emails, log notes, move them through your pipeline, and eventually send a proposal when the time is right.