Lead Save Mode

Lead Save Mode lets you capture a lead without booking an appointment based on a user’s answer.

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How It Works

• Create a custom question and choose where it appears using Location in Form:

  • Before Email Input (recommended for early routing)

  • Before Lead Information Input

  • Before Appointment Selection

  • After Appointment Selection

• Enter your Question Text, and optionally add:

  • Question Label (for reporting)

  • Subtitle (helper text for users)

• Enable Lead Save Mode on the question to allow answer-based routing

• Under Answer Options:

  • Add your answer choices

  • Mark specific answers as Lead Save Only

• Behavior:

  • Default answers → continue to appointment scheduling

  • Lead Save Only answers → stop the form, save the lead, and skip scheduling

  ⚠️ Make sure to click Save or your changes will not be applied

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Example

Question: How many windows do you need replaced?

• 2 or less → Lead Save Only (no appointment)

• 3 or more → continues to appointment scheduling

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Setup

• Go to Style → Edit Style

• Click the pencil + question mark icon to open Customize Questions

• Create your question:

  • Enter Question Text

  • (Optional) Add a Label and Subtitle

  • Choose Location in Form (recommended: before email input for early routing)

• Enable Lead Save Mode on the question

• Under Answer Options, configure each answer:

  • Default → continues through the normal flow (email → scheduling)

  • Lead Save Only → stops the form and saves the lead (no appointment)

• Click Save to apply changes

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Best Practice

• Place this question early in the form (ideally before email input) so users are routed before reaching scheduling

• Use it as a qualification step to prevent unqualified or low-intent users from booking

• Keep the question simple and clear so users can quickly select the correct option

• Align answer choices with your actual sales or service workflow (what should book vs. what should not)

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When to Use

• Not all leads should book appointments

• Certain services or products require manual follow-up or consultation first

• You want to qualify leads before allowing scheduling

• You need to separate different service types into different follow-up paths

• You want to reduce unnecessary or low-value appointments