Why This Matters

Lead profiles are for managing potential new clients in Wodify. This allows you to keep in touch with potential clients, and track them through your sales and onboarding process. This article will walk you through the process of creating a new lead, what the lead profile is, and how you can book classes for leads!

Creating New Leads

There are several ways that new Leads can be created:

Manually

1. Go to People > Leads 
2. Click the + New Lead button in the top right corner (or click Shift+L)
3. Fill out any info you have in the window that pops up
   • If possible, it's recommended to at least get a name and email address
4. Click Create
   • Create will save the Lead profile, and take you back to the People > Leads

Free Trials/Free Intro Appointments

• Any client that signs up for a Free Trial or Free Intro Appointment through your Online Sales Page will be automatically added as a new Lead with the Trial status
• Click here to learn more about setting up your Free Trials in the Online Sales Page: Setting up your Online Sales Page

Drop-ins/Waiver signatures

Note: Drop-ins are not automatically added as Leads, but if they sign a waiver, you can easily convert that signed waiver to a Lead Profile

• Any info the client provided in the waiver will be automatically transferred to the new Lead Profile that's created when you click this button

Lead Form

• Any potential new client that fills out the Lead Form that you generate through Wodify will be automatically added as a Lead
• Click here to learn more about setting up and generating a Lead Form in Wodify: How do I add a Lead contact form to my website?

Managing Your Leads:

You can now manage your leads through your sales funnel on Wodify’s Lead Conversion Board.

To Access the Lead Conversion Board:

1. Click on People > Leads
2. Click on “View” and select “Board” (if not already selected)

Managing your sales funnel:

1. Drag and drop leads from one lead status to another
2. Use the card ellipsis in the top right of a lead card to take quick actions on leads
3. Click on a lead’s name to access their Quick View

Booking Classes & Appointments for Leads

1. Go to People > Leads
2. Search the lead name and click into their profile
3. Click the Attendance Tab > Schedule 
4. Click into "Reserve a Class" or "Book an Appointment" to open the calendar and reserve the lead into a class/appointment
5. Click "Book an Appointment" to open the app

To sign a Lead into class:

1. Go to Simple Sign-In or the Sign-in Panel on Kiosk+
2. Click Into the Class
   • If the Lead reserved a spot in class in advance, just click on the Sign In button next to their name to sign them in. 
   • If the Lead did not reserve in advance (or if reservations are turned off), you can click Sign in here at the top. You will then be able to search through your leads and sign them in. 
      

Avatar Ring:

• All leads on Core and Mobile App (Coach View) will appear with green rings. Coaches will be able to tell at a glance which athletes in their class are new to your gym and plan accordingly!

Navigating the Lead Profile 

Once a new Lead is created, you can check their profile at any time by finding them under People > Leads, or in the Shift+S global user search, to find all information you have on them.

Lead Owner - This feature represents the designated coach or employee responsible for managing and following up with the lead!

The Lead Owner can view their lead in People > Leads > My Leads to easily keep track of and follow up with their assigned leads. The Lead Owner setting can either be adjusted in the purple banner of the lead profile, or via the "Profile" tab for the lead under the section "Assign to Employee". 

Tags - Our lead profile includes one-word labels in the form of tags! You can apply these to a lead's profile to group them together with other leads who have the same tag. If converted to a client, their client profile will also have the same tag. 

Notes - This is a dedicated space to add any additional information about the lead! The notes is internal, and are visible by all admins, managers, and employees of the gym. 

Profile - We have a profile tab within our lead profile for all personal contact, including the following:

• Full Name
• Gender
• Contact Information
• Lead Status
• Created On and Last Contacted dates
• Emergency Contact Information
• Email and SMS Subscribed Status
• Assign to Employee
• Created by/Referred by Information

Attendance

• View any attendances logged under this Lead profile (including free trials)
• Note: Lead attendance should carry over to the Client profile when converted, but performance history will not

Documents

• View any waiver signed by this Lead
• Upload attachments and view them

Activity Feed

• View a log of activity in a lead's profile, including time stamps and who triggered the event. This includes:
  • Communication: including email & SMS, any logged calls or contacts
  • Class & Appointment Activities: including reservations, sign-ins, cancellations
  • Profile updates: including general info updates, status changes, tags & notes
  • Workflows: including enrollments, triggers for a workflow, actions completed by a workflow
• You can filter the list for specific event types, users, and more; or use the search bar to find a specific activity

FAQs

1. Do Leads get access to their own Wodify login?
   • Leads do not have access to log into their own Wodify account until they are converted to a Client.
2. Can you add a membership or payment method to a Lead profile?
   • No, you can not add a membership or save a payment method in a Lead profile.
3. Can leads book their classes outside of the Sales Portal?
   • Leads can not reserve classes for themselves (aside from the classes that come with their free trial), and can only sign in while in person.

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