Recommended. Payment amounts now show in the Leads CRM table. Revenue totals are preserved when editing lead payment status.<\/p>"},"ratings":[],"assets_icons":{"icon-128x128.png":{"filename":"icon-128x128.png","revision":3580532,"resolution":"128x128","location":"assets","locale":"","width":128,"height":128},"icon-256x256.png":{"filename":"icon-256x256.png","revision":3580651,"resolution":"256x256","location":"assets","locale":"","width":256,"height":256}},"assets_banners":{"banner-1544x500.png":{"filename":"banner-1544x500.png","revision":3580532,"resolution":"1544x500","location":"assets","locale":"","width":1802,"height":872},"banner-772x250.png":{"filename":"banner-772x250.png","revision":3580532,"resolution":"772x250","location":"assets","locale":"","width":1910,"height":823}},"assets_blueprints":{},"all_blocks":[],"tagged_versions":["1.0.43"],"block_files":[],"assets_screenshots":{"screenshot-1.png":{"filename":"screenshot-1.png","revision":3580532,"resolution":"1","location":"assets","locale":"","width":1754,"height":668},"screenshot-2.png":{"filename":"screenshot-2.png","revision":3580532,"resolution":"2","location":"assets","locale":"","width":1745,"height":821}},"screenshots":{"1":"Multi-step booking form \u2014 service, staff cards, add-ons","2":"Leads CRM with payment status and revenue amounts","3":"Drag-and-drop Form Builder","4":"Analytics dashboard with revenue and booking charts","5":"Shareable public booking page","6":"Invoice PDF view"}},"plugin_section":[],"plugin_tags":[276,269,416,1150,601],"plugin_category":[40,42,58],"plugin_contributors":[268214],"plugin_business_model":[],"class_list":["post-315303","plugin","type-plugin","status-publish","hentry","plugin_tags-appointment","plugin_tags-booking","plugin_tags-calendar","plugin_tags-crm","plugin_tags-forms","plugin_category-calendar-and-events","plugin_category-contact-forms","plugin_category-user-management","plugin_contributors-intometrics","plugin_committers-intometrics"],"banners":{"banner":"https:\/\/ps.w.org\/intometrics-booking-crm-light\/assets\/banner-772x250.png?rev=3580532","banner_2x":"https:\/\/ps.w.org\/intometrics-booking-crm-light\/assets\/banner-1544x500.png?rev=3580532","banner_rtl":false,"banner_2x_rtl":false},"icons":{"svg":false,"icon":"https:\/\/ps.w.org\/intometrics-booking-crm-light\/assets\/icon-128x128.png?rev=3580532","icon_2x":"https:\/\/ps.w.org\/intometrics-booking-crm-light\/assets\/icon-256x256.png?rev=3580651","generated":false},"screenshots":[{"src":"https:\/\/ps.w.org\/intometrics-booking-crm-light\/assets\/screenshot-1.png?rev=3580532","caption":"Multi-step booking form \u2014 service, staff cards, add-ons"},{"src":"https:\/\/ps.w.org\/intometrics-booking-crm-light\/assets\/screenshot-2.png?rev=3580532","caption":"Leads CRM with payment status and revenue amounts"}],"raw_content":"\n
IM Form<\/strong> is a complete booking and client management solution for WordPress \u2014 purpose-built for service businesses such as clinics, salons, studios, law firms, photography businesses, and consultancies.<\/p>\n\n Create polished multi-step booking forms, manage your leads in a built-in CRM, view appointments on a visual calendar, track revenue and conversion rates, and automate email\/Slack notifications \u2014 all from your WordPress dashboard with no coding required.<\/p>\n\n Core Features<\/strong><\/p>\n\n Display Styles for Staff<\/strong>\nChoose between Dropdown, Card Grid (photo + name + title), or List (photo + name + title rows) \u2014 all configurable per form in the form builder.<\/p>\n\n Add-ons<\/strong>\nAttach optional add-ons to your services (e.g. \"with props +$10\", \"home service +$159\"). Add-ons can be restricted to specific services so customers only see relevant options.<\/p>\n\n Invoice PDF<\/strong>\nEvery lead in the CRM has a printable invoice page \u2014 open it and click \"Print \/ Save PDF\" to generate a clean PDF invoice with your business branding, client details, line items, and payment status.<\/p>\n\n This plugin includes the following bundled third-party libraries:<\/p>\n\n Used for generating PDF invoices.\nVersion: 4.2.1\nLicense: MIT\nSource: https:\/\/github.com\/parallax\/jsPDF<\/p>\n\n Used for rendering analytics charts (leads, revenue, bookings) in the admin dashboard.\nVersion: 4.5.1\nLicense: MIT\nSource: https:\/\/www.chartjs.org \/ https:\/\/github.com\/chartjs\/Chart.js<\/p>\n\n A lightweight, self-contained pure-PHP PDF generator used for invoice generation.\nNo external dependencies. Built-in fonts only (Helvetica\/PDF standard).\nLicense: GPL-2.0-or-later (included with this plugin)<\/p>\n\n This plugin connects to the following third-party services. Data is only transmitted when the corresponding feature is explicitly enabled by the site administrator.<\/p>\n\n Used for license key activation and deactivation, and automation workflow delivery (when automation features are configured by the site admin).\nWhat is sent: license key, site domain, plugin version, WordPress version, and PHP version (on activation\/deactivation only). Automation workflow definitions are fetched from the server (no personal\/client data is sent to IntoMetrics). When automations run, only the run status is logged back to the server.\nWhen: on license activation or deactivation; when automation workflows are triggered by a booking (if configured by site admin).\nService: https:\/\/intometrics.com\nPrivacy policy: https:\/\/intometrics.com\/privacy-policy\/\nTerms of use: https:\/\/intometrics.com\/terms\/<\/p>\n\n Used to fire pageview and booking conversion events on your public booking pages.\nWhat is sent: standard GA4 measurement data (page URL, event name) to Google's servers.\nWhen: only if a GA4 Measurement ID is entered in IM Form \u2192 Tracking.\nService: https:\/\/marketingplatform.google.com\/about\/analytics\/\nPrivacy policy: https:\/\/policies.google.com\/privacy\nTerms of use: https:\/\/marketingplatform.google.com\/about\/analytics\/terms\/us\/<\/p>\n\n Used to fire PageView and Lead events on your public booking pages.\nWhat is sent: standard Pixel event data to Facebook's servers.\nWhen: only if a Facebook Pixel ID is entered in IM Form \u2192 Tracking.\nService: https:\/\/www.facebook.com\/business\/tools\/meta-pixel\nPrivacy policy: https:\/\/www.facebook.com\/privacy\/policy\/\nTerms of use: https:\/\/www.facebook.com\/legal\/terms\/<\/p>\n\n Used for currency conversion when PayMongo is enabled (PayMongo requires PHP \u2014 Philippine Peso).\nWhat is sent: the source currency code only (e.g. \"USD\"). No personal data is transmitted.\nWhen: only when a customer submits a booking form with PayMongo as the payment gateway and the site currency is not PHP.\nService: https:\/\/www.exchangerate-api.com\/\nPrivacy policy: https:\/\/www.exchangerate-api.com\/privacy\nTerms of use: https:\/\/www.exchangerate-api.com\/terms<\/p>\n\n Used to create payment checkout sessions for accepting card payments.\nWhat is sent: booking amount, currency, customer name and email (if provided), and success\/cancel redirect URLs.\nWhen: only when a customer submits a booking form with PayMongo configured as the payment gateway.\nService: https:\/\/www.paymongo.com\/\nPrivacy policy: https:\/\/www.paymongo.com\/privacy\nTerms of use: https:\/\/www.paymongo.com\/terms<\/p>\n\n Used to create payment checkout sessions for accepting card payments.\nWhat is sent: booking amount, currency, customer email (if provided), and success\/cancel redirect URLs.\nWhen: only when a customer submits a booking form with Stripe configured as the payment gateway.\nService: https:\/\/stripe.com\/\nPrivacy policy: https:\/\/stripe.com\/privacy\nTerms of use: https:\/\/stripe.com\/legal\/end-users<\/p>\n\n Used to append booking data to a connected Google Sheet.\nWhat is sent: customer name, email, phone, service, date, time, staff, add-ons, and total amount.\nWhen: only when this integration is enabled in IM Form \u2192 Integrations and a booking is submitted.\nService: https:\/\/workspace.google.com\/products\/sheets\/\nPrivacy policy: https:\/\/policies.google.com\/privacy\nTerms of use: https:\/\/workspace.google.com\/terms\/service-terms\/index.html<\/p>\n\n Used to create calendar events for new appointments.\nWhat is sent: appointment details (title, date\/time, description with client name and service).\nWhen: only when this integration is enabled in IM Form \u2192 Integrations and a booking is submitted.\nService: https:\/\/calendar.google.com\/\nPrivacy policy: https:\/\/policies.google.com\/privacy\nTerms of use: https:\/\/workspace.google.com\/terms\/service-terms\/index.html<\/p>\n\n Used to send booking notification messages to a Slack channel.\nWhat is sent: customer name, email, phone, service, date, time, and form name.\nWhen: only when this integration is enabled in IM Form \u2192 Integrations and a booking is submitted.\nService: https:\/\/slack.com\/\nPrivacy policy: https:\/\/slack.com\/intl\/en-us\/trust\/privacy\/privacy-policy\nTerms of use: https:\/\/slack.com\/terms-of-service<\/p>\n\n Used to trigger Zaps on booking submission.\nWhat is sent: full booking payload (name, email, phone, service, date, time, staff, add-ons, total).\nWhen: only when this integration is enabled in IM Form \u2192 Integrations and a booking is submitted.\nService: https:\/\/zapier.com\/\nPrivacy policy: https:\/\/zapier.com\/privacy\nTerms of use: https:\/\/zapier.com\/terms<\/p>\n\n Used to create or update contacts and deals in HubSpot CRM.\nWhat is sent: customer name, email, phone, and booking amount.\nWhen: only when this integration is enabled in IM Form \u2192 Integrations and a booking is submitted.\nService: https:\/\/www.hubspot.com\/\nPrivacy policy: https:\/\/legal.hubspot.com\/privacy-policy\nTerms of use: https:\/\/legal.hubspot.com\/terms-of-service<\/p>\n\n Used to create Trello cards for new bookings.\nWhat is sent: customer name, email, phone, service, date, time, and add-ons.\nWhen: only when this integration is enabled in IM Form \u2192 Integrations and a booking is submitted.\nService: https:\/\/trello.com\/\nPrivacy policy: https:\/\/www.atlassian.com\/legal\/privacy-policy\nTerms of use: https:\/\/www.atlassian.com\/legal\/cloud-terms-of-service<\/p>\n\n Used to subscribe booking customers to a Mailchimp audience.\nWhat is sent: customer email address, first name, and last name.\nWhen: only when this integration is enabled in IM Form \u2192 Integrations and a booking is submitted.\nService: https:\/\/mailchimp.com\/\nPrivacy policy: https:\/\/mailchimp.com\/legal\/privacy\/\nTerms of use: https:\/\/mailchimp.com\/legal\/terms\/<\/p>\n\n Used to POST booking data to any URL you configure.\nWhat is sent: full booking payload to the URL you specify \u2014 contents are under your control.\nWhen: only when this integration is enabled in IM Form \u2192 Integrations and a booking is submitted.<\/p>\n\n IM Form stores booking data (client name, email, phone, service, appointment date\/time) in the local WordPress database only. This data is never automatically shared with IntoMetrics or any third party.<\/p>\n\n Data is only transmitted to external services (Google Sheets, Slack, etc.) when the site administrator explicitly enables and configures those integrations.<\/p>\n\n Site administrators are responsible for their own compliance with applicable privacy laws (GDPR, Philippine Data Privacy Act, etc.) when using this plugin to collect client data.<\/p>\n\n The \"Powered by IntoMetrics\" attribution shown on Basic plan booking forms can be removed by upgrading to the Pro plan.<\/p>\n\n\n After activation, go to Settings \u2192 Permalinks<\/strong> and click Save Changes<\/strong> to flush rewrite rules so shareable form URLs work correctly.<\/p>\n\n\n\n
Third Party Libraries<\/h3>\n\n
jsPDF<\/h4>\n\n
Chart.js<\/h4>\n\n
IM PDF (custom)<\/h4>\n\n
External Services<\/h3>\n\n
IntoMetrics License Server<\/h4>\n\n
Google Analytics<\/h4>\n\n
Facebook Pixel<\/h4>\n\n
Open Exchange Rates (open.er-api.com)<\/h4>\n\n
PayMongo<\/h4>\n\n
Stripe<\/h4>\n\n
Google Sheets<\/h4>\n\n
Google Calendar<\/h4>\n\n
Slack<\/h4>\n\n
Zapier<\/h4>\n\n
HubSpot<\/h4>\n\n
Trello<\/h4>\n\n
Mailchimp<\/h4>\n\n
Custom Webhooks<\/h4>\n\n
Privacy<\/h3>\n\n
\n
im-form<\/code> folder to \/wp-content\/plugins\/<\/code><\/li>\n