Once a lead has filled out one of your assessments, it only takes a few quick clicks to invite them to sign up to be your client!
Follow the instructions below to invite a lead to become a client, start at the Account tab on your Trainer Dashboard:
1. Start from the Account tab on your Trainer’s Dashboard.
2. Scroll down and find the Assessments tab on the left-hand side.
3. Select “View Completed Lead Assessments”.
4. Under Actions, select “Add as Client” to see the lead invitation form.
5. Fill out the required information as well as a welcome message.
6. Choose whether or not to require a payment for your client and click “Add Client” when you’re ready to invite them.
