Converting a Lead to a Student

Once a lead has progressed through your pipeline, you can convert it into a student record directly. Clefora extracts the student name from the submission data and creates the record automatically — no manual re-entry required.

Converting a lead

1. Open the Hub and go to Intake forms > Leads.
2. Find the lead on the Kanban board (typically in the Trial Scheduled column).
3. Open the action menu (three-dot icon) on the lead card.
4. Click Convert to Student.
5. A confirmation dialog appears explaining that a new student record will be created and linked to your studio.
6. Click Create Student to confirm.

Clefora creates the student record using the name from the submission, moves the lead to the Enrolled column, and the new student appears in your Students list.

Tip

After creating the student, you can immediately invite the parent using the email address from the submission.

Archiving a lead

If you do not want to pursue an enquiry:

1. Open the action menu on the lead card from Intake forms > Leads.
2. Click Archive.

The lead moves to the Archived status and disappears from the board columns. Archived leads remain in your records for reference.

Note

Archiving a lead does not send a notification to the person who submitted the form. If you want to let them know, reach out to them directly using the contact details in their submission.

Re-opening an archived lead

If you change your mind about an archived lead, you can update its status back to an earlier pipeline stage through the lead’s action menu.

Related pages

• Reviewing intake submissions
• Adding a new student
• Inviting parents to connect