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!
Note: A few things to keep in mind for Leads
- Leads do not have access to log into their own Wodify account until they are converted to a Client
- You can not add a membership or save a payment method in a Lead profile
- Leads can not reserve classes for themselves (aside from the classes that come with their free trial), and can only sign in from the Coachboard
In this article, we'll cover:
Creating New Leads
There are several ways that new Leads can be created:
Manually
- Go to People > Leads
- Click the + New Lead button in the top right corner (or click Shift+L)
- 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
- Click Create
- Create will save the Lead profile, and take you back to the People>Leads
Once the Lead Profile is created, the Lead Profile includes the following information:
- Email address field
- Mobile Phone Number
- Lead Owner Managing Clients with Tags, Notes, and Custom Tabs
Free Trials/Free Intro Appointments
- Any client that signs up for a Free Trial or Free Intro Appointment through your Online Sales Portal 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 Portal: Setting up your Online Sales Portal
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:
- Click on People > Leads
- Click on “View” and select “Board” (if not already selected)
Setting up your Lead Conversion Board:
Managing your sales funnel:
- Drag and drop leads from one lead status to another
- Use the card ellipsis in the top right of a lead card to take quick actions on leads
- Click on a lead’s name to access their Quick View
Booking Classes & Appointments for Leads
You can now reserve any Lead with the Trial status into any class,right from the lead profile! To reserve a class for a Lead with the Trial status:
- Go to People > Leads
- Search the lead name and click into their lead Profile.
- Click the "schedule" drop down under the "attendance" tab
4. Click into "Reserve a Class" to open the class calendar and reserve the lead into a class.
5. Click "Book an Appointment" to open the app
To sign a Lead into class:
- Go to Simple Sign-In
- 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.
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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 (Promote only).
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