This is available on Subscription Tiers: 

Grow, Promote, Free Unlimited, Accelerate, & Ultimate.

Why This Matters

Lead statuses allow you to track your Leads through different phases of your sales process and for Reporting & Insights purposes

The Reservation Status toggle shown on the Lead Conversion Board allows you to display a Lead's upcoming reservation/booking status or their most recent reservation/booking status if none are upcoming.

Step-By-Step How To

Lead Statuses Provided by Wodify

Here is a list of the Lead Statuses that come with Wodify by default, and a brief explanation of their functions:

1. New - For brand-new potential clients; you have their info, but have not reached out yet
   • This is the default Lead Status for new leads created within Wodify or through a web form
   • Leads generated through your Free Trial or Free Intro Appointment are not given this status; they are automatically assigned as Trial clients
2. Trial - Signals the lead is ready to attend their first class
   • Leads gathered through your Free Trial classes and Free Intro Appointments are assigned this status by default
   • Leads with the Trial status can be signed into any class by a Coach, Manager, or Admin
     • By default, this means that leads with the Trial status are asked to sign all published waivers in advance
   • Leads in 'Trial' status can sign in to the Coachboard
     • IMPORTANT: Any results logged to the lead will not be carried over if the lead is converted to a client
   • 'Trial' status label can be renamed to any status name you want (see Adding and Customizing Lead Statuses below)
3. Contacted - Signals that an admin has communicated with the lead in some form
   • IMPORTANT: When an activity or email is logged against a Lead with a 'New' status, the lead's Lead Status will automatically change to 'Contacted'
     • This includes individual emails, Mass Emails, SMS updates, and Conversations emails
4. Converted - applied once the Lead is converted to an Client in your system
   • Converted leads will automatically have their status changed to 'Converted'
   • IMPORTANT: Once a lead is converted their lead profile can no longer be edited
5. Disqualified - Signals the lead has decided not to join your business
   • Disqualified leads can be edited and later changed to any other Lead Status, even converted to an Client
6. Deleted - Signals the lead has been deleted from Wodify
   • The Deleted status is only applied if the Lead is manually deleted, from the Actions menu in their Lead Profile
   • Deleted leads can not be edited, and most information you have for them will be deleted
   • Deleted leads can not be reactivated; you will have to create a new Lead profile

Changing the Lead Status

While some Lead Statuses are updated automatically, you can manually change a Lead's status at any time.

Via Board View:

1. Drag and drop the Lead tile to the new status column, or
2. Select the ellipses in the upper right of the tile and select "Change Status" or "Delete Lead"

Via Lead Profile:

1. Go to People > Leads and click on the Lead's name to pull up their profile
2. Expand the Profile tab, click the pencil icon beside "Status" and select the new Status from the drop down menu

Note: All Lead Statuses can be applied from this menu, except for the Deleted status. Leads are only assigned the Deleted status once they've been manually deleted using the Actions menu in their Lead Profile

Adding and Customizing Lead Statuses

While Wodify provides several Lead Statuses by default, you have the option to edit and add statuses, to tailor them to your Lead experience

1. Go to People > Settings
2. Click into the Lead tab at the top
3. Scroll down to Lead Status 

From here:

1. Add a new Lead Status by clicking on the + New Lead Status button and adding a name
2. Reorder the Lead Statuses by using the dots on the left of the list
3. Rename any System status (aside from "Converted") or any custom status by clicking on the name of that status on the list

Note: It is not possible to delete a Lead Status. Custom statuses status can be switched off by clicking on their name, and toggling the "Active" switch OFF.

Reservation Status for Leads

When the Reservation status is enabled, a highlighted bar will appear at the bottom of the Lead tile in Board view and display:

• If a lead has an upcoming reservation or booking, the status of their next reservation or booking will be displayed.
• If a lead does not have an upcoming reservation status or booking, the status of their most recent reservation or booking will be displayed.

• If a lead does not have an upcoming or past reservation or booking, nothing will be displayed.

   

How to Enable Reservation Status for Leads:

1. Go to People > Leads
2. Click on View to the right of the search bar
3. Select "Board", if not already applied
4. Expand "Customize Cards"
5. Toggle “Reservation Status” ON
6. Click “Apply”
7. Show Cards with reservation status

Lead Reservation Statuses for Classes:

• Reserved: A lead is added to a class on Class Calendar
• Signed In: A lead is signed into a class on Class Calendar or  Kiosk+
• Canceled: A lead's class reservation is canceled on Class Calendar or Kiosk+
• No Show: A lead does not sign into a class within 48 hours after the appointment has ended

Lead Reservation Statuses for Appointments:

• Booked: A lead is added to an appointment on the Appointment Calendar or Kiosk+
• Signed In: A lead is signed into an appointment on Class Calendar or Kiosk+
• Canceled: A lead's appointment booking is canceled on Class Calendar or Kiosk+
• No Show: A lead does not sign into an appointment within 48 hours after the appointment has ended

FAQs

1. "I don't want to organize my leads by status and I need a more mobile-friendly layout. Is there a different way to view my Leads in Core?"
   Answer: Yes! To the right of the search bar in People > Leads, you have the option to switch between board view and list view.
2. "Can I import my Leads from another CRM?"
   Answer: Absolutely! In People > Leads, click the Import button in the upper right. Your file must be in .xlsx (Excel) format. We suggest you use the template found for download on the Import Leads page so the import is accurate and comprehensive.