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 >
-
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 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?
- When a prospect converts into a client, their lead information can be found in the Trainer Notes on their Client card.
