> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/sales/converting-lead-to-booked.md).

# Converting a Lead to Booked

The booking flow in WeddingOS is: send a proposal, client signs, record becomes Booked automatically.

***

## Step 1: Move through consultation

When you schedule a call or meeting, update the lead's status to **Consultation Scheduled**. This timestamps the consultation and keeps your pipeline stages accurate for reporting.

Once the consultation happens and you're moving forward, you're ready to send a proposal.

***

## Step 2: Send the proposal

Click **Send Proposal** from the lead's profile. Select a package, review the details, and send a signing link. The proposal includes your full inclusions list and service agreement in one document.

See [Sending a Proposal](/sales/sending-a-proposal.md) for the full walkthrough.

***

## Step 3: Client signs

The client gets a branded email with a link to their proposal. They read it, type their name, and submit. No account required.

When they sign:

* Status automatically changes to **Booked**
* The booking date is timestamped
* A signed PDF is generated and saved to their Google Drive folder
* You receive a notification email with the client name, package, and total
* Their payment schedule becomes active

***

## Step 4: What Booked unlocks

Once a client is Booked:

* Their record moves from **Leads** to **Clients**
* The Payments tab shows their full payment schedule
* A Google Drive folder is auto-created (if your Google account is connected)
* The Client Portal link becomes active so clients can view documents, pay online, and access their day-of timeline

***

## Manual booking for migrated or offline clients

If a client signed their contract outside of WeddingOS (through Dubsado, HoneyBook, or on paper), you can book them manually:

1. Set their status to **Booked** from the status dropdown on their Details tab
2. The booking date defaults to today. Edit it if you need to backdate.
3. Add their payment schedule manually on the Payments tab
4. Their package and contract value will appear on the client's portal Overview

> Do not enroll migrated clients in the automated follow-up sequence. Those sequences are for new leads only.


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