Enrolling a Lead
Enroll leads while creating a class or even during an ongoing class with these easy steps.
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.
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.
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.
💡 If you have leads who have already been enrolled in sessions before being invoiced, you can later return to the particular class and 'Check for invoice' beside their name and link the relevant invoice to that student.
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.
💡 If you have leads who have already been enrolled in sessions before being invoiced, you can later return to the particular class and 'Check for invoice' beside their name and link the relevant invoice to that student.
Updated on: 09/11/2023
Thank you!