Managing Drop-ins

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This is available on Subscription Tiers: 

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



 

Why This Matters

Keeping detailed drop-in records helps you deliver a personalized experience via communication tools, stay organized across visits and payments, and turn one-time visitors into long-term members.

 


Step-By-Step How To

You can access detailed information about a drop-in client using two methods:

Wodify Core: Navigate to People > Drop-Ins and click their name, or the eye icon to the right of the drop-in's name.

Wodify Mobile App: Open the Employee View, then tap the drop-in's name within the class attendance list.

 

The Quick View panel that appears after the above steps gives you full context on a drop-in client and lets you take action directly from that screen:

  • Add notes — Record relevant context, such as whether the client is visiting from out of town or has prior experience at another gym.
  • Add and filter tags — Organize drop-ins with custom tags and filter your list by those tags.
  • View attendance history — See a record of all classes the drop-in has attended.
  • View associated invoices — Access a list of invoices linked to the drop-in, useful for sending copies or processing refunds.
  • Convert to a lead — If the drop-in is interested in a membership or eligible for a free trial, you can convert their profile to a lead directly from this view. (This option is only available if you have access to Leads on your subscription tier)

 

Did You Know

Lead conversion keeps every walk-in opportunity in your pipeline where it belongs. With our CRM feature that comes with our Accelerate and Ultimate tiers, you can seamlessly capture drop-in visitor information and nurture them into paying clients, so no potential revenue slips through the cracks.

Ready to upgrade? Email us at support@wodify.com or learn more about what our tiers offer here.

 


FAQs

  1. "Can I create a new drop-in from this page?"
    Answer: No; The Drop Ins page does NOT allow you to "create a drop in" record; This will happen when they sign up as a drop-in elsewhere, such as your Online Sales Page (OSP), Kiosk+ or Simple Sign-In.
  2. "Why can't I see some of my older drop-ins on this page?"
    Answer: The new Drop Ins will only appear on this page if they were added on or after January 1st, 2026. Any older records will still need to be accessed under Legal > Waivers > Signed. 
  3. "Can I convert a drop-in to a client?"
    Answer: First you will need to use the convert to lead option, and then that option will be available when managing their lead profile! 
  4. "What about Drop-Ins my business receives from ClassPass?"
    Answer: So long as you have ClassPass integrated with Wodify via Automations > Integrations, all new drop-ins will automatically be recorded under People > Drop-Ins.
  5. "How can I search for Drop-ins in Wodify?"
    Answer: Drop-ins, as well as Leads and Clients, can be located with Global Search on any page in Wodify. Global Search can be opened from the search field on the top left-hand corner of Wodify or by the keyboard shortcut Shift + S. 

 

 

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