All Leads
32 total leads · MoeGo webhook active
| Lead | Pet | Source | Status | Response | Assigned | Flags | Created |
|---|
My Dashboard
Your assigned leads + unassigned new leads
Last synced: —
My Active Leads
0
📥 Unassigned Inbox
0
⚑ Needs Attention
0
✓ My Conversions
0
Kanban Board
Drag-ready view · 4 stage pipeline
Sync & Data
Manual MoeGo pulls and conversion checks. Routine syncing runs automatically on the server (cron).
Automation status
Last completed server (or manual) runs, from the sync log.
| Job | Last run | Status |
|---|---|---|
| Loading… | ||
Data sync (MoeGo → database)
Pull appointments, sales, and leads. Use the date range for reports; leads always pull in full.
Conversion check
Match open leads against booked appointments/sales and mark matches as Converted (persisted to the database). This also runs automatically every 15 minutes on the server.
Abandoned bookings sync
Mirror MoeGo Online Booking abandoned bookings into the database for the Abandoned Bookings page. Uses the date range above. This also runs automatically every 15 minutes on the server.
Product Roadmap v0.90
Live from ClickUp — version milestones, status & progress.
Last updated: —
Loading roadmap…
Analytics Dashboard
Lead performance & conversion metrics
Total Leads
—
vs prior
Conversion Rate
—
vs prior
Avg Response
—
vs prior
SLA Breaches
—
vs prior
Leads by Source
Conversion Funnel
Response Time Distribution
Auto-Conversions via Poll
4
Leads automatically converted by appointment poll engine matching
✓ Avg detection lag: 14 min post-booking
Response Types
Abandoned Bookings
Recover lost online bookings — drop-off & recovery trends
Total Abandoned
—
vs prior
Recovery Rate
—
vs prior
Recovered
—
vs prior
Avg Time to Recover
—
vs prior
Open / Follow-up
—
vs prior
Abandonment & Recovery Trend
Drop-off by Step
Recovery Attribution
Recovery
New vs Returning
Visitors
Needs Follow-up
| Customer | Left at step | Status | Abandoned | Last texted | Last emailed |
|---|
Reports
SLA performance, conversion rates, staff metrics
Response Time & SLA Performance
| Lead | Source | Received | First Contact | Response | SLA Status | Outcome |
|---|
Conversion by Source
| Source | Leads | Converted | Rate |
|---|
Staff Performance
| Staff | Leads | Avg Resp. | Conv. |
|---|
Marketing Lists
Filter, segment, and export lead lists
| Name | Phone | Pet | Service | Source | Tags |
|---|
Users & Roles
Manage team access and permissions
| Feature | Manager | Scheduler |
|---|---|---|
| View & search leads | ✓ | ✓ |
| Log communications & notes | ✓ | ✓ |
| Update lead status / assign | ✓ | ✓ |
| Kanban board | ✓ | ✓ |
| Analytics dashboard | ✓ | ✓ |
| Reports & exports | ✓ | ✗ |
| Marketing lists | ✓ | ✗ |
| Add leads | ✓ | ✓ |
| Delete leads | ✓ | ✗ |
| User management | ✓ | ✗ |
| Alert configuration | ✓ | ✗ |
| Appointment polling | ✓ | ✗ |
Companies & Integrations
Manage companies, their data integrations, and team access
Loading companies…
Add Company
Goal line on the Analytics → Dogs & Pets “dogs groomed per day” chart. Leave blank for none.
MoeGo Integration —
Connect this company to its MoeGo account. The API key is encrypted before it is stored.
Integration —
Credentials are encrypted before storage and never shown again. Leave a field blank to keep its current value.
Team Access —
Choose which team members can work this company's leads. Changes save immediately.
Companies —
Choose which companies this person can work. Changes save immediately.
Change Password
Set Password —
They'll be prompted to choose their own password at next login.
Alert Configuration
Configure SLA triggers and notification escalation
Severity 1 — Warning
Amber banner · 4h no contact · notifies assigned staff
Severity 2 — Urgent
Red banner · 24h no contact · management escalation
Severity 3 — Critical (Flashing)
48h no contact · all-staff blast email
Auto-Conversion Alert
Fires immediately on appointment poll match
Appointment Poll Engine
Auto-detects lead conversions via MoeGo Appointments API
Polls Run
0
This session
Auto-Conversions
0
Matched & converted
Next Poll In
20s
Interval: 20s
API Calls
0
ListAppointments
Configuration
// MoeGo Appointments API — polled every interval
GET https://api.moego.pet/v1/businesses/biz165e/appointments/list
Authorization: Basic ZjkzNzMyNWYt••••••••
{ "companyId": "cop53IK", "pageSize": 100 }
GET https://api.moego.pet/v1/businesses/biz165e/appointments/list
Authorization: Basic ZjkzNzMyNWYt••••••••
{ "companyId": "cop53IK", "pageSize": 100 }
Live Poll Log
○ Idle (cron handles this)
Confirmed Auto-Conversions
| Lead | Matched On | Appt ID | Time | Status |
|---|
Archived Leads
Stale, junk, and manually archived leads — searchable and restorable
| Lead | Source | Phone | Reason | Archived | Created | ||
|---|---|---|---|---|---|---|---|
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