Wodify – Staff Guide
WELCOME
This page outlines the key Wodify tasks staff may need to complete and how we use Wodify at BTSBXN to manage members, leads, and classes.
If you’re ever unsure, follow the steps here first. If something sits outside these processes, flag it with management.
1. Creating Leads
When to use:
New enquiries (walk-ins, website leads, DMs, referrals)
Purpose:
Ensure every enquiry is tracked and followed up correctly
How to - Add the new lead in Wodify:
2. Converting Leads
When to use:
Lead completes a trial or decides to join
Purpose:
Move a lead into an active membership correctly
How to - Covert the new lead in Wodify:
🎥 Video: How to convert a lead
3. Membership Upgrades & Downgrades
When to use:
A member requests a change to their current membership
Purpose:
Ensure membership changes are handled clearly, accurately, and fairly
How to - Change membership in Wodify:
🎥 Video: How to change membership
4. Updating A Clients Payment Details
When to use:
A member requests a change to their current membership payment details
Purpose:
Ensure payment details changes are handled clearly, accurately, and avoid over charging client.
How to - Update payment details in Wodify: