Leads Management

The Leads tab in the People section helps you track potential customers before they sign up. You can add leads manually, upload them in bulk, and send invitation emails to convert them into customers.

Accessing Leads#

1. Go to People in the admin menu
2. Click the Leads tab

Filtering by Status#

Filter leads using the status chips:

• All - Show all leads
• Pending - Leads who haven't been invited yet
• Invited - Leads who received an invitation email
• Failed - Leads where the invitation couldn't be sent (invalid email, etc.)

Searching Leads#

Use the search bar to find leads by:

• First or last name
• Email address
• Phone number

Adding Leads#

Add a Single Lead#

1. Click the Add Lead button
2. Select Add Single Lead
3. Fill in the lead's information:
   • First name
   • Last name
   • Email (required)
   • Phone (optional)
   • Notes (optional)
4. Click Add Lead

Upload Multiple Leads via CSV#

1. Click the Add Lead button
2. Select Upload CSV
3. Download the template if needed
4. Upload your CSV file with columns: first_name, last_name, email, phone
5. Review the preview and confirm

Sending Invitations#

To invite a lead to join your studio:

1. Find the lead in the table
2. Click the Send Invitation button in their row
3. An email will be sent with a link to sign up

The lead's status will change to "Invited" once the email is sent.

Lead Information#

For each lead, you'll see:

Column	Description
Name	Lead's name and profile initials
Email	Contact email address
Phone	Phone number if provided
Status	Pending, Invited, or Failed
Invited At	When the invitation was sent (if applicable)
Created	When the lead was added

Managing Leads#

Click the menu (three dots) on any lead row to:

• Edit - Update the lead's information
• Delete - Remove the lead from your list
• Send Invitation - Send or resend an invitation email

Refreshing the List#

Click the refresh icon next to the Add Lead button to update the leads list with the latest data.

Pagination#

If you have many leads, use the pagination controls at the bottom to navigate through pages. The view shows 20 leads per page.

Tips#

• Clean your list - Remove invalid emails before bulk inviting to avoid high failure rates
• Add notes - Use the notes field to remember where you met the lead or their interests
• Check failures - Review failed invitations to fix email issues

Related Articles#

• People Overview - Overview of the People section
• Customer List - Once leads convert, they appear here