Help Center
Leads
Capture, assign, call and convert enquiries into clients.
Add a lead
To add a lead in ImmiPractice, open the New Lead form, enter the person’s details, choose the service and the source (such as reception or referral), set a sta…
Read →Lead pipeline and statuses
Every ImmiPractice lead has one of seven statuses: New, Contacted, Follow-up, Qualified, Enrolled, Not Interested or Junk. You can change the status inline fro…
Read →Convert a lead to a client (enrollment)
To convert a lead into a client in ImmiPractice, set its status to Enrolled — inline on the lead list or on the lead page. The lead leaves All Leads and appear…
Read →Connect Meta (Facebook and Instagram) Lead Ads
ImmiPractice imports Facebook and Instagram Lead Ads automatically. A Business Admin connects your Facebook Page once in Meta Ads Sync; after that, each new Le…
Read →Form Menu and QR code: your one intake link
The Form Menu is a single link and QR code that lists your active services. A client picks a service, verifies their email with a 6-digit code, and fills that …
Read →