Managing enquiries and trials

1 min read · Updated 22 Sep 2026

Sales & CRM → Enquiries:

  • Add an enquiry — name, mobile, interest, source.
  • Log activity on each follow-up call or visit. Add quick remarks ("Call later", "Price concern") — they're reused as suggestions next time.
  • Trial — book a free trial session.
  • Convert to Member — creates the member profile from the enquiry. Then take their first payment to start the membership.

If a member with that mobile number already exists, the enquiry is linked to them instead of creating a duplicate.

Did this answer your question?