Articles on: Coaches

How to convert a lead

How to convert a lead

To convert a lead, follow the steps below:

Go to your Leads page
Select the lead that you’d like to convert to view their application form
When you’re ready, select “Convert lead to client” on the right-hand side
Confirm that their details are correct and select which type of client they’re going to become before selecting “Continue”.
Select the desired payment type (recurring, pay in full, or installments) and select “Continue”
If the payment type is recurring, input the price, type (monthly or weekly), and interval
If the payment type is installments, input the amount per payment and the number of installments
Review and customize your invite email. You can also attach attachments at the bottom of the screen (i.e client agreement contracts)
Select “Send email” to send your client their offer

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Updated on: 12/03/2024

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