Adding and Converting a New Lead

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Because we know how important it is to keep track of members who attend consultations, the Rewards Hub helps you easily organize their files in one spot. Here’s how:

Add a New Lead

Navigate to the New Lead Page

To add a new lead, simply click on the “Users” tab in the grey toolbar at the top of your screen, and select “New Patient Lead” from the drop-down menu.


Click on the “Add New Lead” button.


Connect a rewards card to your new lead’s account by either swiping the card through the reader or typing in the username manually. (If manually entering the number, you will be prompted to enter it twice to ensure accuracy.) If you do not wish to add a card, simply click “Skip Adding Card.”


On the New Lead Information screen, you will be prompted to fill out as much of the new lead's information as possible, but First Name, Last Name, Date of Birth, and Group are the only required fields.


**Note** Be Sure to Get Their Email

Because email is the most effective way to keep your new leads informed, make sure you get an e-mail address from them so that they can receive notifications from your business. From this page, you can also choose which notifications get sent to the supplied email address.

Once all fields are completed, click the blue "Finish" button.

**Note** If you do not click “Finish,” your new lead will not be saved in your system.

 

Convert a "New Lead" to a "Member" Account

Once a new lead officially joins your business, you can turn their account into a member with the quick click of a button.

Simply bring up their profile.


Click on the "Convert to Patient" button.

"Confirm" that you want to make the switch.


And you're finished!

 

Do a Final Check

It's always a good idea to double check that newly converted leads do not have any lingering lead accounts in your system once they are converted to member status. Lingering lead accounts can cause issues with username setup, email verification, and communication campaigns down the line.

To double check that a converted Lead no longer has any Lead accounts in the system, simply search for their profile, and verify that:

  1. Only one account appears
  2. The account that appears is tagged as "(Patient)"

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