BoothCatch user guide
Follow the real operating sequence from capturing a lead on site to handing it to sales—not just a list of features.
01 · Get started
Create the shared team space, then enter the event schedule and on-site type to generate the base setup.
Sign in with a work email or Google account and confirm the workspace name.
Enter the event name, start and end time, venue, and B2B or B2C type.
Check the title, description, and default fields in the visitor preview.
02 · Visitor form
Set name, company, email, phone, and interests as required, optional, or hidden, then add event-specific questions.
Require only the information needed for the draw or agreed follow-up.
Choose 30, 90, 180, or 365 days.
Confirm that the logo, color, submit button, and privacy notice remain readable on a small screen.
03 · On-site capture
Use QR when visitors can self-enter. When the conversation starts first, use card capture or staff entry.
Put them at the booth entrance and meeting tables, then test through the completion screen.
Capture the whole card and verify extracted contact details before registration.
Use the staff screen for visitors without a card or when a quick note is needed.
Original card images become eligible for deletion 72 hours after capture.
04 · Lead management
Add interest, owner, follow-up state, and a short note immediately after the conversation.
Mark interest as high, medium, or low to order outreach.
Record the owner, contact state, and next task together.
Review leads sharing an email or phone number and merge when appropriate.
05 · Giveaway draw
Choose instant or scheduled drawing, then confirm prize quantities and repeat-winner policy.
Rehearse the draw method, prize names, and quantities before going live.
Review instant results with the visitor; run scheduled results from the staff screen.
Mark delivery and reverse only incorrect records with the appropriate inventory action.
06 · Sales follow-up
Export every event lead to CSV regardless of the screen filter, then use it in your CRM or spreadsheet.
Review duplicates, owners, and follow-up states.
Request the full event export from the lead screen.
Use interest and next action to begin outreach within 48 hours.
07 · Team operations
Administrators manage the team and workspace while on-site members focus on capture and event operations.
Use staff email addresses instead of a shared account.
Invite staff who do not manage the team as members.
Review unassigned leads, undelivered prizes, and incomplete follow-up.
08 · Status and deletion
Pause to stop new submissions temporarily; close after all on-site operations have ended.
Keep existing data while checking the network or form.
Review required settings and schedule, then reopen the same QR.
Stop registration, export required data, and type the event name to confirm deletion.
Deleted events and related data cannot be restored. Export required CSV data first.
Need a walkthrough?
Tell us the expected visitor volume and current capture method, and we will outline the settings and rehearsal steps.