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How to convert leads into paying clients

Convert application leads into active clients with a paid offer using Superset Leads and Payments

Written by Agatha Beise

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

  1. Open Leads.

  2. Select the lead you want to convert to open their application form.

  3. Click ⋮ next to their name → Convert lead to client.

  4. Confirm their details, choose the client type, then click Continue.

  5. Choose a payment type: Recurring, One-time, or Installments.

  6. Set the payment details based on the option you picked.

  7. 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?

Go to Leads, open the lead, then click ⋮ → Convert lead to client.

What payment options can I send?

Recurring, One time, or Installments.

Can I attach agreements to the offer email?

Yes, add attachments at the bottom of the invite email before you click Send email.

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