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How to book an enquiry into a trial class

Book a enquiry or lead into a class without converting them to a member first (free trial, paid trial, or drop-in).

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Steps

  1. Open the scheduled class from Classes → Calendar

  2. Click Book

  3. Choose Enquiry and the trial type (Free Trial / Paid Trial / Drop-in)

  4. Select the enquiry

  5. Enter sessions if paid/drop-in requires it

  6. Save

 

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Later

When they join, convert via Enquiry → Add As Member, then assign a membership

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Related

How to convert an enquiry to a member

How to book members into a class

 

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