How do I create leads from Drop-ins?

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Drop-ins, or anyone that has signed a waiver that is not a member, can be converted to a lead. The following article details how to create or convert these athletes to leads.

A drop-in signed a waiver from the Coachboard and you want to add as a lead:

To convert the drop-in to a lead:

  1. Go to Wodify Admin > 'Documents' > 'Waivers' > 'Signed'
  2. From the sub nav under 'Signed' waivers click the 'Drop-Ins' option
  3. Check off the boxes next to the 'Drop-In's name that you would like to convert
  4. Click on the 'Bulk Actions' drop down menu and choose 'Convert to Lead'

The drop-in is now a Lead under 'People' > 'Leads'

I am sending a waiver to a prospect that is not already in Wodify:

To create the prospect as a lead:

  1. Log in to Wodify and click the Waiver icon on the left of the screen above the user name
  2. Click 'Send a Waiver'
  3. Click 'Not a member' then click the checkbox 'Also create as a Lead'
  4. Click 'Send'

The prospect will be emailed a waiver. Once he or she has signed the waiver a lead record is created in Wodify based on information provided in the waiver.

A prospect is signing a waiver and is not already in Wodify:

To create the prospect as a lead:

  1. Log in to Wodify and click the Waiver icon in the top right of the screen in Kiosk Mode
  2. Click 'Sign a Waiver'
  3. Click 'Not a member' then click the checkbox 'Also create as a Lead'
  4. Click 'OK'
  5. Have the prospect continue with the steps to sign the waiver

A lead record is created in Wodify based on information provided in the waiver.

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