- Help Center
- Leads
- Booking a Lead into a Class
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Staff Management
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Scheduling
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Drop-Ins
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Leads
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PT Sessions
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Workouts
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Manage Bookings and Attendance
- How Can I Manually Book Members In?
- Can I Book Non-members Into A Class?
- Can I Book Leads Into A Class?
- The Waiting List Explained
- Checking A Member In
- Troubleshooting Bookings
- Troubleshooting QR Code
- How do I track my Member Attendance?
- Booking Badges
- Cancellation Options (Staff)
- Cancellation Statuses on Roster
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General
- Does Octiv have Access Control Set up & How can I Control Access for Entry?
- How to Enable and Disable a Package from the Signup Widget
- Package Sign Up Settings through the Widget:
- Sign Up Widget Explained
- Widget Set Up and Integrations
- How do I change my Logo/ Signature/ Reply to email/ Disable or Enable Comms?
- How to adjust members booking view
- App: Buy packages
- COVID-19 Feature
- Exports
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Accounts
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Comms
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Paystack (Online ADHOC payments RSA only)
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Netcash (RSA only)
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Three Peaks (RSA only)
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Stripe (Online ADHOC payments Rest of the World)
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Members
Booking a Lead into a Class
Once the lead has been captured, either manually or through the lead widget, you can then book them into a class and manage their session balance.
Once the lead has been captured, either manually or through the lead widget, you can then book them into a class and manage their session balance.
Left hand menu > Scheduling > Calendar > Go to the class you would like to book them in > Click on the class > Add bookings > Select the drop down arrow under user type > Lead > select your member from the drop down list > Book
Once the lead has been booked into a class, they’ll receive an automated email confirmation of their booking.
On viewing the class bookings the coach can identify the lead by the “LD” on their profile picture.
Personnel can also message the lead directly from the class bookings.