Why This Matters

Once a potential new client is ready to become an official new client, you can convert them from Lead to Client in Wodify. This allows you to add memberships and payment methods, manage the more detailed Client profile, and gives the client access to the client-side of Wodify with your business.

Step-By-Step How To

1. Go to People > Leads
2. Click into the Lead profile > Click Convert in the top right hand corner
3. Enter any additional information needed > Convert

Scribe

FAQs

1. "What is the default converted Lead status?"
   Answer: By default, clients are given the On-Ramp status when they're converted to a Client. You have an option to update this default status on an individual level, or for all converted Leads within Classes > Settings.
2. "Why is a converted lead still appearing on my lead board?"
   Answer: Converted leads will still appear in the Converted column for a little while after they are moved to Client status. However, you can adjust the filter beside the Converted column title to change how long you would like them to display here (the default is 7 days), or remove the column entirely by selecting View beside the search bar and deselecting it under "Status Columns".

If you need any additional assistance with Converting Leads to Clients, feel free to reach out to our team at support@wodify.com or via Priority Live Chat in your admin account (Promote only).