Create a lead and schedule a trial

Who this is for

This guide is for sales staff, managers, and owners capturing a new inquiry and booking their first trial class.

You need permission to change members/leads for the selected location.

Before you begin

• Select the location from the Location control in the sidebar. New leads are created there, and the form shows that location as a read-only field.
• Have at least a first name for the person who called, plus a first name for each person who wants to train. Email, phone, and source help follow-up later.

Steps

1. Click Leads in the left navigation.
2. Click New lead (or go to /leads/new). The page heading is New lead and the line under it reads Step 1 of 2 · Who.
3. On Who?, fill First name (required). Optionally fill Last name, Email, and Phone. Email and phone only appear when your role can see contact information. Location is read-only and reflects the sidebar selection.
4. Under Who wants to train?, choose Me or My child or children. - Me adds Age and Or birth date for the caller. - My child or children adds Child 1 first name, Last name, Age, and Or birth date. Use Add another child for siblings and Remove to drop one. - Enter an age or a birth date for each participant, never both.
5. Click Next to reach Step 2 of 2 · Training plan.
6. On Recommended program, choose a Program for each participant. This is a recommendation, not a booking.
7. Set Source (Phone call, Walk-in, Website, Referral, Social media, or Other) and add Notes about goals, questions, and preferred times.
8. Finish one of two ways: - Save without trial creates the lead and opens its record. - Save and schedule trial creates the lead and opens its Trials tab with the scheduler already open for the first participant.
9. Use Back to return to step 1 with your entries intact, or Cancel in the page header to leave without saving.

Expected outcome

A toast reads Lead saved and the lead appears on the Leads board with its participants and recommended programs. No trial is booked from this form: Save and schedule trial hands you to the booking step described in Review a lead record, and you can reach the lead again from Leads or All leads to continue follow-up in Work the lead pipeline.

Screenshots

Recovery

If Next refuses to advance, read the message under the field it names: First name is required, each participant needs a first name, and an age and a birth date cannot both be set on one participant. If saving fails, the form keeps everything you typed; use Back to check step 1 and save again. With no location chosen, saving reports Choose a location before adding a lead. Nothing is created until a save succeeds. If you created a duplicate, archive one from Find and archive leads rather than deleting history.

Related guides

• CRM-002
• CRM-004