View and Manage Leads
Converting a lead to a member
Creating a membership or subscription changes
the profile type from Lead to Member immediately. This is not conditional on payment,
an active membership status, or the subscription start date. Trial subscriptions also do this;
a trial class booking alone does not.
To convert a lead:
Open the lead’s profile.
Go to the Memberships tab and assign a membership.
If they are paying, go to the Subscriptions tab and create a subscription.
When you give a lead a membership or subscription, their profile type changes to Member and they leave the Leads tab. The Lead Funnel report still includes converted people in its historical totals and drill-downs.
If someone disappears from Leads after you create a trial subscription, search the full Members
list before adding another profile. Also check for a partially completed Lead Page registration:
personal details are saved before the visitor finishes booking or signing.

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