Book date setting

Bryon H. shared this question ago

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our confirmed bookings are not setting a date for the book date under contract. Not sure what we may have changed but we need this to register when customers book. Any ideas?

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Jen H. ● 12 months ago

I have a developer taking a look, I looked through some of them and this seems to be only happening when it's an admin created lead, the customer created lead are not doing this.

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Bryon H. ● 12 months ago

ok thank you

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Jen H. ● 12 months ago

Your welcome!

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Jen H. ● 12 months ago

Developer has said that this is now working as expected.

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Casey Z. ● 12 months ago

I had a status setting randomly change on its own a week ago. Try this... Go to settings>Lead statuses. Then check your contracted and confirmed statuses to make sure this box is checked.

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Bryon H. ● 12 months ago

yes that was unchecked for me too but when I checked it it still isn't recognizing bookings on reports

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Casey Z. ● 12 months ago

It won't automatically add a book date to all of those leads. Change the status to quote, then move it to contracted/confirmed again. See if that sets a book date. If so, you're good going forward, but you'll need to manually set a book date on the other existing leads.

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