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.
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