How do I convert Leads to Athletes?

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Wodify allows admins to convert non-paying athletes (Leads) into full paying members (Athletes).  Upon conversion, the new Athlete will have an Athlete Status of 'On-Ramp' or 'Active'.

To choose your Default Converted Athlete Status:

  1. Login to Wodify Admin > 'People' > 'Settings' > 'Lead'
  2. Under 'Default Athlete Status' choose from the drop down menu

 

IMPORTANT: The preliminary Athlete Status stage is called 'On-Ramp' but can be edited to the label of your choice.

 

To convert a Lead to an Athlete:

  1. Login to Wodify Admin > 'People' > 'Leads'
  2. Find your Lead you wish to convert and open the record
  3. Click the 'Actions' drop down menu
  4. Choose 'Convert Lead'
  5. Fill out all required fields in the 'Convert Lead to Athlete' pop up box
    • Email Address
    • First Name
    • Last Name
    • Status
    • Gender
    • Location
    • Program
    • Date of Birth
    • City, State, Country
  6. Click either 'Convert' or 'Convert & Edit'
    • Convert will convert the lead to an athlete and take you back to your leads list
    • Convert & Edit will convert the lead to an athlete and take you to the new athlete profile to view and edit 

IMPORTANT!: Once a lead is converted it can never be changed back to a lead.

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