Managing leads Pro
This feature is part of the Pro plan.
A lead is a prospective student you haven't started training yet: someone who reached out, tried a class, or asked you to call them back. You track them separately so prospective students don't get lost in the shuffle.
There are four statuses: New, Contacted, Won and Lost. You switch between them with one tap on the lead's profile.
When a lead signs up, tap the Won status. This isn't a plain status change: it opens the convert-to-student flow, where their details move over to your students list, no retyping needed. Saving sets the Won status, links the new student, and archives the lead, all in one step. If you cancel, the status stays as it was.
You can also record contact persons for a lead, for example the parent if a child is going to train. In the Contact persons section of the lead's profile, tap Add contact person (if they already have one, tap the card first to open it): you can create a new one or link an existing one, such as a sibling's parent. You can add more than one. When you convert the lead to a student, the contact persons move over to the student automatically.
You can add social profiles to a lead too (Facebook, Instagram, TikTok and the rest), just like for a student: tap Add social profile in the Contact section of the form. On their profile, tap the network in the Social profiles row to open it. When you convert the lead to a student, the social profiles move over as well.
On the lead form, the note and tags sit under More details, with the Automatic email section (on the Premium plan) below it. Tap a heading to open it; each starts open if it already holds something, or if No automatic email is switched on.
Every new lead gets an expiry date: 30 days out by default, which you can change in Settings and per lead. If it doesn't move forward before the expiry, the nightly run automatically sets it to Lost. This works on every plan. Reopening it restarts the expiry window and brings the lead back onto the active list.
You can set Lost yourself if a lead doesn't turn into a student. Leads left as Lost for a while are automatically archived after a grace period; this window is customizable on the Premium plan. With Premium you also get a lead-expiry alert when a lead is about to slip away.
If your sign-ups come from your website, the lead link opens the New lead form already filled in, so you don't have to type them in. Details: Leads from your website.