Follow these steps…
Select the lead you want to convert to open their application form.
Click ⋯ next to their name and choose Convert lead to client.
Confirm their details, choose the client type, then click Continue.
Choose the payment type: Recurring, Pay in full, or Installments.
Recurring: enter the price, frequency (monthly or weekly), and interval.
Installments: enter the amount per payment and number of installments.
Review and customize the invite email. (Optional) attach files like agreements at the bottom of the screen.
Click Send email to send the offer.
💡 Once the client accepts and completes payment, they’ll appear as an active client in your account.