This turns a lead (from an application form) into an active client by sending them a payment offer + invite email. Find it in Leads.
Follow these steps
Open Leads.
Select the lead you want to convert to open their application form.
Click ⋮ next to their name → Convert lead to client.
Confirm their details, choose the client type, then click Continue.
Choose a payment type: Recurring, One-time, or Installments.
Set the payment details based on the option you picked.
Review and customize the invite email. (Optional) Add attachments (like agreements) at the bottom → click Send email.
Notes & best practices
Use Recurring for ongoing coaching, One-time for pay-in-full packages, and Installments to split larger totals.
Learn more about payment options: Payment types in Superset
You can attach waivers/agreements to the invite email so clients receive everything in one place.
A lead becomes an active client after they accept the offer and complete payment.
FAQ
Where do I convert a lead into a client?
Where do I convert a lead into a client?
Go to Leads, open the lead, then click ⋮ → Convert lead to client.
What payment options can I send?
What payment options can I send?
Recurring, One time, or Installments.
Can I attach agreements to the offer email?
Can I attach agreements to the offer email?
Yes, add attachments at the bottom of the invite email before you click Send email.