Overview
When offering coaching packages to clients you may want to capture these new contacts in your CRM without forcing them to register or log into a full client portal immediately.
Delenta's Onboard as Prospect on package purchase feature allows you to flag specific packages so that any new purchaser is saved in your CRM as a Prospect rather than a full Client, streamlining checkout for new leads.
How "Onboard as Prospect" Works
Broad Compatibility: The "Onboard as Prospect" toggle is available across Free, Prepaid, and Paid package creation flows.
Net-New Contacts: When enabled, any net-new contact claiming or purchasing the package will be assigned Prospect status in your CRM. They bypass full client portal registration.
Existing Clients Stay Clients: If someone who is already a registered Client purchases a Prospect-flagged package, their status remains Client. The system will never downgrade an existing Client to a Prospect.
Automatic Prospect-to-Client Conversion: When a Prospect later purchases a standard (non-flagged) package, Delenta automatically converts them to Client status- no manual CRM editing required.
Future Sign-Ups Only: Toggling "Onboard as Prospect" on an already-published package only affects purchases made from that point forward. Past purchasers will not be retroactively reclassified.
Step-by-Step Instructions
Step 1: Enable 'Prospect' status During Package Creation
Go to Packages > + Create > Package.
Complete your package setup across the Overview, Sessions, Pricing, Checkout Flow, and Content tabs.
Navigate to the Review & Share step.
Locate the Onboard as Prospect toggle switch:
Toggle ON: New purchasers will be saved in your CRM as Prospects without being redirected to create a client portal login.
Toggle OFF (Default): Purchasers are onboarded as full Clients and prompted to complete portal registration.
Click Publish.
Step 2: View and Manage Prospects in Your CRM
Go to CRM on the left-hand navigation menu.
Search for the contact name.
Under the Status column, you will see the contact flagged as a Prospect.
Converting or Inviting: If you wish to grant a Prospect portal access manually at a later date, click the three dots (...) action menu next to their CRM entry and select Invite.
Helpful Tips
Ideal for Lead Magnets: Use this flag for introductory offers to build your email list without friction.
Frictionless Experience: Prospects can book their session time and check out without needing to set up a password, making lead conversion fast and simple.