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CLIENTS ADMINS

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How can we help you?

  1. Wodify
  2. Help Center - Admins
  3. Clients and Leads

Clients and Leads

  • ★ Activity Feed
  • Managing Drop-ins
  • Lead Reservation Status
  • Quick View
  • Navigating the Lead Profile
  • Using Wodify Retain
  • 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
  • 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 Class Pack Memberships?
  • Tracking Limited-Attendance Class Plans
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