Drop-ins, or anyone that has signed a waiver that is not a member, can be converted to a lead. The following article details how to create or convert these athletes to leads.
A drop-in signed a waiver from the Coachboard and you want to add as a lead:
To convert the drop-in to a lead:
- Go to Wodify Admin > 'Documents' > 'Waivers' > 'Signed'
- From the sub nav under 'Signed' waivers click the 'Drop-Ins' option
- Check off the boxes next to the 'Drop-In's name that you would like to convert
- Click on the 'Bulk Actions' drop down menu and choose 'Convert to Lead'
The drop-in is now a Lead under 'People' > 'Leads'
I am sending a waiver to a prospect that is not already in Wodify:
To create the prospect as a lead:
- Log in to Wodify and click the Waiver icon on the left of the screen above the user name
- Click 'Send a Waiver'
- Click 'Not a member' then click the checkbox 'Also create as a Lead'
- Click 'Send'
The prospect will be emailed a waiver. Once he or she has signed the waiver a lead record is created in Wodify based on information provided in the waiver.
A prospect is signing a waiver and is not already in Wodify:
To create the prospect as a lead:
- Log in to Wodify and click the Waiver icon in the top right of the screen in Kiosk Mode
- Click 'Sign a Waiver'
- Click 'Not a member' then click the checkbox 'Also create as a Lead'
- Click 'OK'
- Have the prospect continue with the steps to sign the waiver
A lead record is created in Wodify based on information provided in the waiver.
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