Clients and Leads

• Progression Tracking
• Creating and Navigating the Client Profile
• Deactivating and Reactivating Clients
• Adding a Membership to a Client Profile
• Transferring Clients From Another Wodify Business
• Groups, Dependents, and Shared Payment Methods
• Segments
• Exporting Client Data
• Managing Clients with Tags, Notes, and Custom Tabs
• Social Insights
• Creating and Managing Leads
• Lead Status
• Converting Leads to Clients
• The Lead Form
• Permissions for Admins, Managers, Coaches, Staff, and Clients
• Adding and Removing Permissions (Client, Staff, Coach, Manager, and Admin roles)
• Creating a new Lead source
• Creating a New Activity Type
• Client Status
• Suspending and Reinstating Clients
• Creating an Email Alias in Wodify
• Creating a New Coach
• Changing a Client's Default Location
• How can I track session memberships?
• Tracking Limited Membership Plans
• Using Bulk Actions