Add a Lead

A lead is a person who is interested in joining your martial arts school. You can capture their information, assign a syllabus and they cant check in to classes. 

Once you have added a lead, you will need to assign a syllabus to them so they can check in to classes.

If they decide to join, you will need to convert them to a student and then create a membership.

Here's how to add a lead...

1. Navigate to  User Management.
2. Click the Add Lead button.
3. Enter student information, including First Name and Last Name.
   Note: While all fields are important for record-keeping, only the first and last names are required at this stage.
4. Click Save to create the lead profile.

1. Assign a Program to the lead.
2. Inside the newly created lead's profile, navigate to the Programs tab.
3. Click the Add Program button.
4. In the pop-up Select the desired  program and syllabus, Click Add.
   Note: You can add multiple program and syllabus depending on availability.
5. Once all selections ate made, Click Done to complete the process.

Note: As soon as a lead is added with an email address, they will be sent an account verification email. This is so they can sign the legal documents, and be ready to try a class.