Managing leads

Go to Leads to see all your enquiries grouped by contact. Each enquiry shows who got in touch, which leads are attached, and what to do next.

How leads work

When someone submits an enquiry or books a trial, they appear in your leads list as an enquiry. An enquiry can have one or more leads — for example, a parent enquiring about two children will have one enquiry with two leads.

Capturing leads

Share your enquiry form or trial booking form to start collecting leads from your website and social media.

Next step

Each enquiry shows a Next step button based on its current status:

• New — click Reply now to open the enquiry and reply from the conversation panel
• Contacted — opens the trial booking modal so you can book a session
• Trial booked — opens the trial booking modal to reschedule if needed
• Trial attended / missed — click Reply now to follow up from the conversation panel
• Converted — takes you to the student’s subscription

The conversation panel

Open any enquiry to see its full conversation on the right-hand side of the page. Every email you send and every reply the contact sends back appears here in order, so you always have the full history in one place.

To reply, write your message in the box at the bottom and click Send. If this is the first message in the thread, you’ll also be asked for a subject line.

Replying to a New lead automatically moves it to Contacted. If you’ve been in touch by phone or another channel instead, open the enquiry’s menu (top right) and click Mark as contacted to update its status without sending an email.

Booking a trial

Click Book trial from a contacted lead’s Next step, or click Book on the Trial card on the enquiry page. Select a session for each lead and click Done, then Book trial to confirm. Any previously booked trial is automatically cancelled when you book a new one.

Converting a lead

Once a trial is attended, reply in the conversation panel and click Registration link in the message toolbar to insert a pre-filled registration link into your reply. When they complete registration, the lead is automatically marked as converted and linked to their new subscription.