Overview
Intro performance — compared to last month and last year.
Lead Follow-Up
Click a card to update status or message the lead. Leads moved to Enrolled are archived automatically after 7 days to keep the board clean — they stay in reports & Excel (check "Show archived" to see them).
Intro Programs
What customers can book from your landing page.
Shown above "Choose your program" so customers learn about your school before picking a time. A friendly default is already written — edit it, add a class photo or a short video (30–60s works best), or clear all fields to hide the section.
Use the toolbar for bold text, lists, and photos — exactly what you style here is what visitors see on the booking page.
Weekly Schedule
Set recurring intro times per program. They repeat automatically every week.
One-time change (holiday, belt test)? Use Exceptions — the weekly schedule stays untouched.
Schedule Exceptions
Override specific dates without changing your weekly schedule.
Rows marked Google sync automatically from your Google Calendar.
Promo Codes
Discounts you can tie to a program or an ad channel.
Set a 4-digit staff PIN. A manager enters it to take cash at the desk, or to authorize any promo code marked "Requires manager PIN" (e.g. free / high-value codes) — so those can only be used with staff present.
Messages & Automations
The confirmation email and the appointment reminder are live. Text messaging automations are coming soon.
Sent automatically to each student when they sign up (once your email is connected under Integrations). The booking details & amount are inserted where you place {summary}.
Variables you can use: {student} {buyer} {program} {when} {amount} {school} {confirmation} {summary}
Messages the system sends for you. Your school decides what is on, and whether each one goes by email or text. Customer messages send between 9 AM and 7 PM your time only, once per lead, and every send and reply is recorded on the lead's Activity timeline.
What it does: the moment a customer books and pays (card or cash), they get an email with their booking details and confirmation number. It's their receipt, so it can't be turned off. Edit the wording in the card above.
What it does: before each scheduled visit the student gets a reminder with a personal link — "✅ Yes, I'll be there" or "🔄 I need to reschedule". A reschedule lets them pick a new time themselves; the booking, your Google Calendar, and this board update automatically. Replies show on each lead card (✅ confirmed · 🔄 reschedule requested · 🔔 no reply yet).
What it does: when you move a lead to No-Show, they automatically get a friendly "we missed you" message with a pick-a-new-time link only (no confirm button — they already missed the class). One send per lead.
What it does: about 2 hours after a lead is marked Showed Up with no next class booked, they get a "schedule your next class" link. When they book, the card shows 🥋 Class 2, it lands on your calendar, and reminders apply to the new class. Repeats after each attended class.
Text messages need Twilio connected under Integrations. If the chosen channel can't reach a lead (no phone, or no email), the system automatically uses the other one.
Reusable text/email snippets. Open any lead in Lead Follow-Up, use "Choose a template…" in the Follow up box — {name} {program} {when} fill in automatically for that student. Templates are shared across all your devices.
School Notifications
Get alerted the moment a new intro comes in.
Sends student name, age, program, time, and where they heard about you.
A short SMS to the front-desk line so nobody misses a booking.
In production these send through email (SendGrid/SES) and SMS (Twilio). In this app they're recorded on each lead's timeline so you can see exactly what would go out.
Booking Link & QR
One link for every ad, flyer, and QR decal.
thedojoapp.com/lead/worldclassAdd ?src=flyer to a printed QR to track scans separately from your online ads.
General
Basic settings for your Lead Management.
Defaults to this device's local time zone. All schedule times and booking times use this zone, and it's shown to customers on the booking page.
The choices customers see on the booking page (staff also pick from these when adding a lead — plus Phone call and Walk-in). Removing one never changes existing leads or reports; it just disappears from the sign-up form. "Other" is always available.
Integrations
Each connection is separate — set up and save them one at a time.
Collect intro fees online. Paste your Stripe key now, or connect at launch.
Send texts, reminders, and no-show follow-ups. Add credentials now, or connect at launch.
Send confirmations & new-signup alerts straight from your own mailbox (SMTP) — no third-party service needed.
Bookings show up on your calendar, and any day you mark all-day busy in Google is auto-blocked on the booking page. (Timed events & bookings never block — only all-day events do.)
📍 iCal address: Google Calendar → Settings → your calendar → Integrate calendar → Secret address in iCal format. For bookings to auto-add: Google Calendar → Settings → Event settings → Add invitations to my calendar → "From everyone".
🔒 Stored on this device for setup only. At deployment these move to a secure server vault and switch on real charges, texts, emails & calendar sync — no rebuild needed. Don't share this file while keys are saved.
Branding
Your logo and colors show on the Hub, the login screen, and the public booking page.
PNG or JPG (transparent PNG works best). Auto-resized. Upload the World Class Martial Arts logo file here to use it everywhere.
Puts your logo on a bright padded chip so it stands out on any header color.
Changes preview live. Click Save to keep them. Use View booking page ↗ to see the customer view.
Help & Guide
Search a topic below. Click a result to open that screen, or read the how-to right here.