Enrolling a Lead
Enroll leads while creating a class or even during an ongoing class with these easy steps.
On the Web
While creating a class
- Once you have added all the necessary details to create a class, on the Register step, click on the Trials section. Search and select the desired lead from the drop-down menu.
For an existing class
- Click on any class that you would want to enroll leads into from the Calendar.
- Under the Register section, click on the Leads heading. Search and select the desired lead from the drop-down menu.
The registering steps:
- After searching for the lead’s name, click on the Trial button and the lead will be enrolled into the respective class.
- Click on the Close button situated below after enrolling the lead(s) for the class.
On the Staff App
- Follow the steps for creating a class on the Staff App. After entering the relevant information, click on Save and continue in the top right corner.
- On the next screen, under the Register heading, head to the Trials tab. You can search for and enroll existing leads in the class. You can also add and enroll a new lead by clicking on the +New button, entering the relevant details and clicking on Add.
- Click on Done at the top right corner, your newly created class with the enrolled leads will be reflected on the Calendar.
Download the free Classcard Staff App (iOS|Android) to manage your students and classes on the go!
Updated on: 25/07/2025
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