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Kanri
🚧 These docs are a work in progress. The information here may not be complete or accurate.

Lead Management

Lead Management is how Kanri helps you turn interested people into paying members. It covers two things: the Lead Page, a public form where prospective members submit their details, and the leads list, where you track and follow up with those enquiries.

When someone fills in your Lead Page, they become a lead in Kanri. You can see their details, follow up by message, and when they’re ready to join, convert them into a full member profile with a single action.

What’s in this section

Section titled “What’s in this section”

Lead Page covers your school’s public-facing enrolment form — how to enable it, configure trial bookings and waivers, and share the link with prospective members.

View and Convert Leads covers the leads list inside Kanri — how to filter, follow up, and convert leads into members.