Booking Intents

Booking intents track visitor engagement with your booking links before they complete the booking process. This gives you visibility into your booking funnel and helps identify drop-off points.

What is a Booking Intent?

A booking intent is created when someone interacts with your booking link. It tracks their journey through the booking process:

┌─────────────┐     ┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│   PAGE      │────▶│    SLOT     │────▶│   CONTACT   │────▶│   BOOKING   │
│   VIEWED    │     │  SELECTED   │     │   STARTED   │     │  COMPLETED  │
└─────────────┘     └─────────────┘     └─────────────┘     └─────────────┘
   Intent             Intent              Intent              Intent →
   Created            Updated             Updated             Lead Created

Intent Stages

page_viewed

Triggered when: Visitor opens your booking link.

Data captured:

• Timestamp
• Booking link ID
• UTM parameters
• Referrer URL
• Device/browser info

slot_selected

Triggered when: Visitor clicks on an available time slot.

Data captured:

• Selected date/time
• Previous stage data

contact_started

Triggered when: Visitor begins filling out the contact form.

Data captured:

• Form interaction started
• Partial data (if entered)

booking_completed

Triggered when: Visitor submits the booking form successfully.

What happens:

• Intent marked as completed
• Lead record created
• Call scheduled
• Intent linked to lead

abandoned

Triggered when: Visitor doesn't complete within session timeout.

Data captured:

• Last stage reached
• Time spent
• Session data

Viewing Booking Intents

In the Pipeline

Booking intents appear as:

• Separate section or filter
• "Early stage" indicator
• Pre-lead status

Intent Detail View

Click an intent to see:

• Journey timeline
• Each stage and timestamp
• Available data (partial if incomplete)
• UTM/attribution data

Filtering Intents

Filter by:

• Stage (page_viewed, slot_selected, etc.)
• Booking link
• Date range
• Completion status

Funnel Analytics

Conversion Rates

Track drop-off at each stage:

Example Funnel:
─────────────────────────────────────────
Page Viewed:        1,000   (100%)
Slot Selected:        600   (60%)
Contact Started:      450   (45%)
Booking Completed:    350   (35%)
─────────────────────────────────────────
Overall Conversion:          35%

Drop-off Analysis

Identify where visitors leave:

Time to Complete

Track how long the booking process takes:

• Average time per stage
• Total time to complete
• Correlation with conversion

Intent vs Lead

Understanding the difference:

Relationship

Booking Intent ─────▶ Lead
    (tracks)          (creates)

One intent can create one lead.
One lead links back to its intent.

Using Intent Data

Retargeting

For abandoned intents with partial data:

• Can't contact directly (no complete info)
• Use for aggregate analysis
• Inform ad retargeting strategies

Funnel Optimization

Use intent data to:

1. Identify drop-off points
2. A/B test booking page changes
3. Optimize question flow
4. Improve availability display

Attribution

Intent captures attribution before lead exists:

• UTM parameters on initial visit
• Referrer information
• Device/platform data

This data transfers to the lead when booking completes.

Best Practices

Monitoring

Daily:

• Check conversion rates
• Review significant drop-offs
• Monitor for technical issues

Weekly:

• Analyze funnel trends
• Compare booking link performance
• Review abandoned intent patterns

Optimization

1. Reduce friction: Fewer required fields
2. Show availability clearly: Avoid confusion
3. Mobile-friendly: Test on all devices
4. Fast loading: Optimize performance
5. Clear CTAs: Guide visitors through

Testing

When making changes:

1. Note baseline metrics
2. Make one change at a time
3. Compare intent funnel data
4. Roll back if conversion drops

Privacy Considerations

Data Collection

Booking intents collect:

• Page view data (standard)
• User choices (slots, form inputs)
• Device/browser info
• Attribution data

Data Retention

• Incomplete intents: 30 days
• Completed intents: Linked to lead, follows lead retention
• Abandoned intents: 30 days

Compliance

• No direct PII until form submission
• UTM data is non-personal
• GDPR/CCPA compliant collection

Troubleshooting

Missing Intents

1. Check booking link is active
2. Verify tracking script is loaded
3. Check for ad blockers (may affect tracking)
4. Review browser console for errors

Incomplete Data

1. Session may have timed out
2. Visitor may have left before stage
3. Technical issue prevented capture

High Abandonment

1. Review form for errors
2. Test the booking flow yourself
3. Check availability is showing
4. Verify mobile experience

Next Steps

• Lead Details - Post-intent lead management
• Analytics - Attribution from intents