Add a Lead Trial
Schedule trial classes for leads and send them a notification email.
Managing trials for your leads is an important step towards converting them into active students with memberships.
Here's how to add a lead trial...
- Navigate to Calendar.
- Select Events.
- Click Add Event.
- Select Add Lead Trial.
5. Select the date of the class.
6.Select the lead.
7. Choose the class from the Class Schedule drop down.
8. Add Program and Syllabus if it has not already been added on the lead's profile.
9. Insert a description if you want, this will appear on the notification email.