The Reservation Status toggle shown on the Lead Conversion Board allows you to display a Lead's upcoming reservation/booking status or their most recent reservation/booking status if none are upcoming.

In this article, we will cover:

• Enabling Reservation Status
• Display Reservation Status
• Lead Reservation Status (for Classes)
• Lead Booking Statuses (for Appointments)

Enabling Reservation Status:

1. Go to People - Leads and update the display to the lead conversion board from list view
2. Click on View Dropdown (to the right of the search bar)
3. Select (Customize cards)
4. Toggle on “Reservation Status”
5. Click “Apply”
6. Show Cards with reservation status

Display Reservation Status:

If "Reservation Status" is enabled in the View Dropdown:

• If a lead has an upcoming reservation or booking, the status of their next reservation or booking will be displayed.
• If a lead does not have an upcoming reservation status or booking, the status of their most recent reservation or booking will be displayed.
• If a lead does not have an upcoming or past reservation or booking, nothing will be displayed. 

Lead Reservation Statuses (for Classes):

• Reserved: A lead is added to a class on Class Calendar
• Signed In: A lead is signed into a class on Class Calendar or Kiosk / Kiosk+
• Canceled: A lead's class reservation is canceled on Class Calendar or Kiosk / Kiosk+
• No Show: A lead does not sign into a class within 48 hours after the appointment has ended

Lead Booking Status (for Appointments):

• Booked: A lead is added to an appointment on the Appointment Calendar or Kiosk+
• Signed In: A lead is signed into an appointment on Class Calendar or Kiosk / Kiosk+
• Canceled: A lead's appointment booking is canceled on Class Calendar or Kiosk / Kiosk+
• No Show: A lead does not sign into an appointment within 48 hours after the appointment has ended

If you need any additional assistance with displaying Lead Reservation Statuses on the Lead Conversion Board, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Grow and Promote only).