How do I invite a lead to sign up as a client?

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.

Updated on October 30, 2020

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