Available

Turn academy interest into an active enrollment

Create an Interest record with its required follow-up task, confirm the offer, record the outcome, and activate only when the course is agreed.

ForAcademy managersReception & operations

Before you start

The player—or parent/contact for a kids course—must exist in CRM. Know whether the enquiry is for a Private or Open program.

What you will have

You will have a complete enrollment with confirmed course details, notes, status and a closed or updated follow-up task.

Tips

Keep the enrollment in Interest while details are unconfirmed. Use Paused and Ended later instead of deleting course history.

Troubleshooting

A new Interest cannot be saved without a follow-up task title. Add the title and assignee before retrying.

Steps

Open Dashboard → Academy

Use search and status, format, level, weekday, coach or club filters to check whether the contact already has an enrollment.

Academy enrollment list with program, club and status filters — Academy managers can filter private and open enrollments by course details and lifecycle status.

Create an Interest enrollment

Choose the CRM player, Private or Open program, course type, club and any known coach, schedule, duration and pricing details.

Academy interest enrollment slide-over with linked follow-up task — An academy lead record holds course details and the high-urgency task that drives the next follow-up.

Name and assign the follow-up task

Before saving the new Interest, enter the required task title, task type and assignees. The saved task links back to the player, club and enrollment.

Task slide-over with assignee, due date, linked record and checklist — Task details keep the owner, deadline, checklist and operational context in one view.

Confirm schedule and price with the contact

Use the task to own the conversation. Update weekdays, start time, lesson duration, coach, mandatory lesson price and optional package price as they become firm.

Add notes and update the task

Put dated enrollment context in Notes and complete the task checklist or status when the agreed follow-up is finished.

Change status to Active

Set the enrollment to Active only after the course is agreed. Use Paused or Ended later when participation changes.