How to convert an enquiry to a member
When a lead is ready to join, convert them so you do not re-type their details.
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Steps
1. Go to Enquiry → View Enquiries
2. Find the enquiry
3. Open the Action menu on that row
4. Choose Add As Member
5. Complete the Add Member form (details are prefilled from the enquiry where possible)
6. Save the member, then assign a membership from the member profile
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Result
The person becomes a member in Okfit
Enquiry stats show them as Converted
You can continue with membership, payment, and attendance as usual
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Do not convert yet?
If they only want a trial class, book them as an enquiry into a class instead — see
How to book an enquiry into a trial class
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Related
How to assign or renew a membership
How to follow up and edit enquiries