Capture, nurture, and convert leads

Open Leads & trials, expand Create an intro offer, and name the exact first step you sell—for example Free first class, Three-class intro, or One week unlimited.

Set a class limit, a valid number of days, or both. The price may be zero. Public offers appear on the school page; archiving an offer hides it without removing historical lead records.

Follow-up days are offsets from the inquiry. The default 0, 1, 3, 7 creates a task immediately and again on days one, three, and seven.

These are visible staff work-queue tasks. When consent-based messaging is fully activated, due email or SMS tasks may be queued only for a recipient with a current opt-in for that exact channel. Calls and every ineligible task remain manual.

Use View public page from Overview. Confirm the school profile, published intro cards, plan interests, phone, and contact consent before sharing the link.

The form captures separate first and last names, age group, contact details, and consent. When the school has an active waiver, the student completes it on the same form. The newest active waiver from Settings > Waivers & welcome emails is required. Any intro or program-interest fields follow the school’s form settings.

Add campaign tags to shared links when useful, for example ?utm_source=instagram&utm_campaign=back-to-school. The source and campaign appear on the lead record.

New public and staff-entered leads receive dated follow-up tasks. Overdue and due-today counts stay visible above the pipeline.

Open the lead, assign an owner when your team shares the queue, and confirm the preferred contact method and time. Use the Call, Text, or Email shortcut, then record the outcome or complete the matching task. A first recorded contact moves a new lead to Contacted.

Choose the start and optional end. When the end is blank, the selected offer duration supplies it.

Scheduling creates a linked trial member record. A waiver signed with the website inquiry moves onto that same student record automatically. Staff can enroll the student in a program and check them into eligible classes. The shared staff/QR check-in policy enforces the offer’s scheduled window and class cap. The lead remains in the Trial stage and receives a post-trial follow-up task.

Choose Start membership after the person joins. The same roster record and trial history are kept, the lead moves to Won, and remaining prospect follow-ups are skipped. The member stays in trial status until a plan and payment arrangement are confirmed.

If the prospect does not continue, choose Lost. Pending tasks are closed and a linked trial member is cancelled; the timeline remains for reporting and future context.

Use Export CSV on Leads & trials to download the school’s lead contacts, attribution, consent evidence, trial dates, ownership, and status.

Treat this file as sensitive member and prospect information. Store and share it only through an approved school process.