Record what happened after a trial

Attended, no-show, or said no — recording the outcome is what puts the family on the follow-up list instead of into a gap.

The family that just attended a trial and has not signed up is the warmest lead in the academy. Recording the outcome is what makes the system chase them.

1. Open the Trial List

Operation → Trial List. The Attendance column shows what happened at the trial class once it has been marked.

2. Mark the outcome

They attended and are interested. Set them To Follow Up. They move onto the daily follow-up list until they buy or you close them off.

They attended and said no. Use Decline Student and give the Reason. This is the field that later answers "why do we lose people at trial?" — a vague reason is a wasted one.

They never turned up. Mark the trial as not attended. It is a different problem from a decline, and worth counting separately: no-shows are usually a reminder problem, declines are a fit or price problem.

3. When they sign up

Sell them a package at checkout. That purchase is what converts the student to Active and stamps the conversion date — the timestamp your conversion and time-to-convert numbers are built on.

See Sell a package.

Why the reasons matter

Declines with reasons become a report. Declines without reasons become an opinion at a management meeting. The categories your academy uses are set up under Configs, so if the list does not fit what parents actually say, change the list.

Related: Book a trial · Work today's follow-up list · Read the marketing dashboard.