How to convert a lead into a client

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