Add Prospect
Adding a prospect is very straightforward; choose the type of prospect you want to create, populate the few details required, confirm the T&Cs checkbox and then click either of the Add buttons to complete the process!
There are three types of prospect to use, depending on how interested the potential member is:
Prospect - An 'ordinary' prospect is someone who has shown a casual interest in the gym. These types should contacted again or followed-up somehow to nurture their interest and encourage them.
X Day Pass - This type is for people with a more serious interest in the gym; they are issued with a temporary keyfob for access, and can try out your facility to get a better taste of membership. Choosing X Day Pass will expand the form to include the extra fields for Keyfob and Access Expiry; the access period can be set to any period up to 30 days.
Ready for Sign-Up - This final type is for use where the person is ready to sign-up and become a member today. Create a Ready for Sign-Up prospect first, issue a keyfob, and then click Sign Up this Prospect on their prospect profile to finish their membership:
Tip
Clicking Add prospect will add the prospect and keep you on the Sales Dashboard ready to add further prospects.
Note
Clicking Add and go to prospect will add the prospect, and then take you directly to the prospect's profile to perform further edits.