A lead's consultation went well but they want to wait 3+ months for the procedure. Where do I put them?

The procedure hasn't been scheduled, so the card should stay in Consult Booked. Do not drag it to Procedure Booked — that stage is for confirmed, calendared procedures. Moving it early would inflate your procedure pipeline numbers and misrepresent the opportunity value to the ad algorithm.

In the contact record, add a note with the specific detail: "Consult complete. Ready to proceed but waiting until [month/reason — after vacation, after wedding, after busy work season, etc.]. Doctor recommended [X grafts, FUE]. Strong candidate. Follow up [specific month]." The reason they're waiting matters — it tells you exactly when to reconnect.

In the contact record, click + Add Task and set a due date roughly 2–3 weeks before they said they'd be ready. Name it something specific: "Follow-up — ready after August trip, wants to book fall procedure." This is the only reliable way to ensure this lead doesn't fall through the cracks over a 3-month horizon.

When the time comes, reach out per your follow-up task, confirm they're ready, and book the procedure using the calendar booking flow in Calendars. At that point, the pipeline card moves to Procedure Booked automatically via the booking — never by dragging.