Create and add prospects right from your Client Grid on both web and mobile with the Trainerize Business Add-on! Easily capture new leads, stay organized, and manage your client list wherever you are- so you never miss an opportunity to grow your business.
How to Manually Create a Prospect (web)
- Navigate to the Clients tab, and select the Prospects tab from the secondary column menu > Hit the blue NEW button >
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In-put in the relevant information about your new prospect >
- First and last name, email, and optionally their phone number, referral source (tz.me, client referral, other), and lead information you would like to include as reference.
- First and last name, email, and optionally their phone number, referral source (tz.me, client referral, other), and lead information you would like to include as reference.
- Hit the blue Add Prospect button > Your new prospect has been added.
How to create a prospect (mobile)
- Navigate to the Clients tab > Tap the Client Type button at the top of your screen > Select Prospect from the drop down menu >
- Hit the blue (+) button to create your new prospect >
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In-put in the relevant information about your new prospect > Hit Save to add.
- First and last name, email, and optionally their phone number, referral source (tz.me, client referral, other), and lead information you would like to include as reference.
How to edit or update prospects
You can edit or update a prospect created manually or through prospect booking from the client grid.
- Navigate to Clients tab, select the Prospects tab > Select the prospect you would like to edit or update to open their Client card >
- Click the Edit button >
- Modify or add to any of the available fields > Hit the blue SAVE button to update.
What happens to a prospect's lead information when they become a client?
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When a prospect converts into a client, their lead information can be found in the Trainer Notes on their Client card.
