Overview of the enquiry funnel
An enquiry is a lead — someone interested in your gym who is not yet a member.
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Typical flow
Walk-in or online lead
Add enquiry (or they fill your onboarding link)
Follow up (call, WhatsApp, email, notes, next follow-up date)
Update status as the lead progresses
Convert with Add As Member when they join
Or close / delete if not interested
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Ways to capture enquiries
Task | Way to capture |
|---|---|
Manually | Enquiry → New Enquiry |
Onboarding link | share a public form; submissions land in View Enquiries |
Trial class | book an enquiry into a class without converting (see Classes guides) |
Google Ads / website webhook | advanced; ask Okfit support if you need this |
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What you can do
Task | Where in Okfit |
|---|---|
New Enquiry | Enquiry → New Enquiry |
View Enquiries | Enquiry → View Enquiries |
Enquiry Followups | Enquiry → Enquiry Followups |
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Related
How to add a new enquiry
How to share enquiry onboarding link
How to follow up and edit enquiries
How to convert an enquiry to a member
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