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.
In this article we'll cover:
Converting Leads to Clients
In the Lead profile, you can follow the purple Convert to Client button in the top right of the profile to add needed information, connect them to guardians, and more all in one simple screen!
Default Converted Client Status
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.
For an individual
- You can select the client's status from the Status dropdown menu when providing the required client info to convert them (see the screenshot above)
For all converted Leads
- Go to People>Settings
- Click into the Lead tab at the top of the page
- Under Lead Conversion, choose the default status from the dropdown menu in Default Client Status
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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).
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