Managing Leads

Converting Leads to Clients:

Where Leads Come From:

• Pre-Sales QR Code - Potential clients scan your QR code and sign up • Drop-In Check-Ins - Walk-ins register when checking into classes • Manual Entry - You can manually add leads (though inviting is preferred)

Viewing Leads:

1. Go to Clients → Leads tab 2. See all potential clients who have registered 3. View their contact information (name, email, phone) 4. See when they registered (today, yesterday, X days ago) 5. "New" badge shows leads from last 2 days

Converting Leads to Clients:

1. Find the Lead - Browse your Leads tab 2. Click "Send Invite" - Button next to each lead 3. Invite Modal Opens - Pre-filled with lead's information 4. Review Details - Check name, email, phone 5. Send Invitation - Lead receives email invitation 6. Lead Accepts - They complete onboarding and become a full client 7. Automatic Move - Lead moves from Leads tab to Clients List

Lead Information:

Each lead shows: • Name - First and last name • Email - Contact email • Phone - If provided (optional) • Registration Date - When they signed up • Status Badge - "Lead" badge and "New" if recent

Best Practices:

• Follow up quickly - Contact leads within 24-48 hours • Personal touch - Send personalized invitation messages • Track sources - Note which leads came from QR codes vs. drop-ins • Convert regularly - Don't let leads sit too long • Set expectations - Let leads know what to expect after accepting invite

Lead vs. Client:

• Leads - Have contact info but no portal access yet • Clients - Have accepted invitation, full portal access, can book sessions

Tips:

• Use the Leads tab to track all potential clients • Follow up with "New" leads first (most recent) • Convert leads during onboarding conversations • Archive old leads if they don't respond after multiple attempts