If someone new walks in and isn't yet a member, you can create a lead for them directly in Exerp Go.
Creating a new lead
Click the "create lead" icon in the top-right corner of any page. This opens the Create new Lead pop-up.
Enter the person's details in the form. Mandatory fields are asterisked.
📝 City and country can be auto-filled from the postcode
Handling duplicates when creating child profiles in Exerp GO
⚠️ When creating a new child’s profile for childcare in Exerp Go, is that it may flag a duplicate profile if any of the following details are the same; Name, email address or phone number.
To avoid duplicate issues when creating a child profile:
- Untick "email" under Communication channels
- Enter the child's name along with the mother's phone number
One other way you can also avoid the child being flagged as a duplicate, is to add the mother’s email and a “+1” or “+2” before the @ sign in the email address. We recommend only doing this when creating children. For example:
meryl_streep+1@gmail.comHowever, email is not needed/mandatory for the child's profile.
📝 Lead Source fields & child profiles
Note: When creating a new child profile, the Lead Source fields are only relevant for reporting on true leads or prospective members, not other profile types such as children or staff.
After saving
Once you save the lead, you'll be taken through to the lead questionnaire screen, fill in the Lead Source fields, then finally choosing person type.
After this is complete and you save the lead, you'll be taken straight to their new profile.