This article goes over the process for signing up a single-paying student.
Converting an Existing Lead
- Click on the “Leads” tab
- Find the lead you would like to convert from the Lead Lists Side Bar and select
- Click on the person icon in the right-hand corner of their lead profile
- Add all required information (marked with a red star/asterisk next to it)
- Click “Save”
- Now they have been converted from a lead to a member.
- Go to the final steps to collect payment info
Final Steps: Complete the Member Agreement
- Find the newly converted member in the Member Lists Side Bar (they should have a purple credit card icon next to their name)
- Select "Register" in the right-hand corner of their member profile
- In this scenario, we are enrolling a single member - select "No" for include family members
- Choose the appropriate Payment Frequency
- Select one of the membership options (see membership fees) and click "Add Program"
- Review the Membership Agreement Terms
- Have them sign
- Select "Next" and add their credit card.
- Be sure to create a new token every time you click submit
How to complete remotely
- Complete conversion for creating their Member Profile.
- Complete the Final Steps up to step #5.
- Scroll to the bottom and select "Save for member to complete"
- From the Member's Profile, select "Create Account"
- Instruct the member on how to set up their profile and complete registration.
Tips:
- Signing up multiple individuals after a busy class with multiple intros?
- Go over the membership agreement with everyone together.
- Use the iPad and Desktop to process two at once.
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Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation