IntoMetrics Booking & CRM Light

IM Form is a complete booking and client management solution for WordPress — purpose-built for service businesses such as clinics, salons, studios, law firms, photography businesses, and consultancies.

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 — all from your WordPress dashboard with no coding required.

Core Features

• Drag-and-drop Form Builder — Build multi-step booking forms with service selection, staff picker (card/list/dropdown styles), add-ons, date/time, and custom fields
• Leads CRM — Full client record with lead scoring (Hot/Warm/Cold), status pipeline, payment tracking, and invoice generation
• Staff & Availability Management — Per-staff working hours, day-off management, and automatic time-slot filtering based on who the client selects
• Visual Calendar — Monthly calendar view of all appointments with click-to-view booking details
• Analytics Dashboard — Charts for leads, bookings, and revenue; paid/unpaid breakdown; conversion rate tracking
• Shareable Booking Pages — Generate a public booking URL for any form — no WordPress page required
• Email Confirmations — Automatic HTML booking confirmation email sent to each client immediately after booking
• Pro: Integrations — Google Sheets, Google Calendar, Slack, Zapier, HubSpot, and custom webhooks
• Pro: Automations — Visual workflow builder for timed email sequences, Slack alerts, CRM updates, and more
• Pro: Payment Support — Accept payments via Wise/Bank Transfer (with manual confirmation), PayMongo, and Stripe
• Tracking — Google Analytics and Facebook Pixel event firing on form submission

Display Styles for Staff Choose between Dropdown, Card Grid (photo + name + title), or List (photo + name + title rows) — all configurable per form in the form builder.

Add-ons Attach 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.

Invoice PDF Every lead in the CRM has a printable invoice page — open it and click „Print / Save PDF“ to generate a clean PDF invoice with your business branding, client details, line items, and payment status.

Third Party Libraries

This plugin includes the following bundled third-party libraries:

jsPDF

Used for generating PDF invoices. Version: 4.2.1 License: MIT Source: https://github.com/parallax/jsPDF

Chart.js

Used for rendering analytics charts (leads, revenue, bookings) in the admin dashboard. Version: 4.5.1 License: MIT Source: https://www.chartjs.org / https://github.com/chartjs/Chart.js

IM PDF (custom)

A lightweight, self-contained pure-PHP PDF generator used for invoice generation. No external dependencies. Built-in fonts only (Helvetica/PDF standard). License: GPL-2.0-or-later (included with this plugin)

External Services

This plugin connects to the following third-party services. Data is only transmitted when the corresponding feature is explicitly enabled by the site administrator.

IntoMetrics License Server

Used for license key activation and deactivation, and automation workflow delivery (when automation features are configured by the site admin). What 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. When: on license activation or deactivation; when automation workflows are triggered by a booking (if configured by site admin). Service: https://intometrics.com Privacy policy: https://intometrics.com/privacy-policy/ Terms of use: https://intometrics.com/terms/

Google Analytics

Used to fire pageview and booking conversion events on your public booking pages. What is sent: standard GA4 measurement data (page URL, event name) to Google’s servers. When: only if a GA4 Measurement ID is entered in IM Form → Tracking. Service: https://marketingplatform.google.com/about/analytics/ Privacy policy: https://policies.google.com/privacy Terms of use: https://marketingplatform.google.com/about/analytics/terms/us/

Facebook Pixel

Used to fire PageView and Lead events on your public booking pages. What is sent: standard Pixel event data to Facebook’s servers. When: only if a Facebook Pixel ID is entered in IM Form → Tracking. Service: https://www.facebook.com/business/tools/meta-pixel Privacy policy: https://www.facebook.com/privacy/policy/ Terms of use: https://www.facebook.com/legal/terms/

Open Exchange Rates (open.er-api.com)

Used for currency conversion when PayMongo is enabled (PayMongo requires PHP — Philippine Peso). What is sent: the source currency code only (e.g. „USD“). No personal data is transmitted. When: only when a customer submits a booking form with PayMongo as the payment gateway and the site currency is not PHP. Service: https://www.exchangerate-api.com/ Privacy policy: https://www.exchangerate-api.com/privacy Terms of use: https://www.exchangerate-api.com/terms

PayMongo

Used to create payment checkout sessions for accepting card payments. What is sent: booking amount, currency, customer name and email (if provided), and success/cancel redirect URLs. When: only when a customer submits a booking form with PayMongo configured as the payment gateway. Service: https://www.paymongo.com/ Privacy policy: https://www.paymongo.com/privacy Terms of use: https://www.paymongo.com/terms

Stripe

Used to create payment checkout sessions for accepting card payments. What is sent: booking amount, currency, customer email (if provided), and success/cancel redirect URLs. When: only when a customer submits a booking form with Stripe configured as the payment gateway. Service: https://stripe.com/ Privacy policy: https://stripe.com/privacy Terms of use: https://stripe.com/legal/end-users

Google Sheets

Used to append booking data to a connected Google Sheet. What is sent: customer name, email, phone, service, date, time, staff, add-ons, and total amount. When: only when this integration is enabled in IM Form → Integrations and a booking is submitted. Service: https://workspace.google.com/products/sheets/ Privacy policy: https://policies.google.com/privacy Terms of use: https://workspace.google.com/terms/service-terms/index.html

Google Calendar

Used to create calendar events for new appointments. What is sent: appointment details (title, date/time, description with client name and service). When: only when this integration is enabled in IM Form → Integrations and a booking is submitted. Service: https://calendar.google.com/ Privacy policy: https://policies.google.com/privacy Terms of use: https://workspace.google.com/terms/service-terms/index.html

Slack

Used to send booking notification messages to a Slack channel. What is sent: customer name, email, phone, service, date, time, and form name. When: only when this integration is enabled in IM Form → Integrations and a booking is submitted. Service: https://slack.com/ Privacy policy: https://slack.com/intl/en-us/trust/privacy/privacy-policy Terms of use: https://slack.com/terms-of-service

Zapier

Used to trigger Zaps on booking submission. What is sent: full booking payload (name, email, phone, service, date, time, staff, add-ons, total). When: only when this integration is enabled in IM Form → Integrations and a booking is submitted. Service: https://zapier.com/ Privacy policy: https://zapier.com/privacy Terms of use: https://zapier.com/terms

HubSpot

Used to create or update contacts and deals in HubSpot CRM. What is sent: customer name, email, phone, and booking amount. When: only when this integration is enabled in IM Form → Integrations and a booking is submitted. Service: https://www.hubspot.com/ Privacy policy: https://legal.hubspot.com/privacy-policy Terms of use: https://legal.hubspot.com/terms-of-service

Trello

Used to create Trello cards for new bookings. What is sent: customer name, email, phone, service, date, time, and add-ons. When: only when this integration is enabled in IM Form → Integrations and a booking is submitted. Service: https://trello.com/ Privacy policy: https://www.atlassian.com/legal/privacy-policy Terms of use: https://www.atlassian.com/legal/cloud-terms-of-service

Mailchimp

Used to subscribe booking customers to a Mailchimp audience. What is sent: customer email address, first name, and last name. When: only when this integration is enabled in IM Form → Integrations and a booking is submitted. Service: https://mailchimp.com/ Privacy policy: https://mailchimp.com/legal/privacy/ Terms of use: https://mailchimp.com/legal/terms/

Custom Webhooks

Used to POST booking data to any URL you configure. What is sent: full booking payload to the URL you specify — contents are under your control. When: only when this integration is enabled in IM Form → Integrations and a booking is submitted.

Privacy

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.

Data is only transmitted to external services (Google Sheets, Slack, etc.) when the site administrator explicitly enables and configures those integrations.

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.

The „Powered by IntoMetrics“ attribution shown on Basic plan booking forms can be removed by upgrading to the Pro plan.