Clients and Leads

• ★ Understand the Activity Feed
• Configure Coach List & Bios
• Learn About Quick View
• Understand Wodify Retain
• Learn about Progression Building & Tracking
• Create and Navigate the Client Profile
• Deactivate and Reactivate Clients
• Add a Membership to a Client Profile
• Transfer Clients from Another Wodify Powered Business
• Groups, Dependents, and Shared Payment Methods
• Create Segments
• Export Client Data
• Manage Clients with Tags, Notes, and Custom Tabs
• Creating and Managing Leads
• Understand Lead & Reservation Statuses
• Convert Your Leads to Clients
• Configure the Lead Form
• Understanding Permissions for Client, Staff, Coach, Manager, and Admin Roles
• Create a New Lead Source
• Create a New Activity Type
• Understand the Client Status
• Suspend and Reinstate Clients
• Create an Email Alias in Wodify
• Create a New Coach
• Change a Client's Default Location
• How Can I Track Class Pack Memberships?
• Tracking Limited-Attendance Class Plans
• Explore Bulk Actions