Set up step by step
Connect your website to Omoplata
Someone who lands on your website and is interested should be able to sign up for a trial class right there -- and turn up automatically as a lead in Omoplata, instead of disappearing into a contact form mailbox.
There are two things to set up: how you offer trial classes and where they appear on your website.
Step 1: Define your trial classes
- Go to Settings > Trial.
- Decide how prospects sign up:
| Option | What it means |
|---|---|
| Sign up any time | The prospect only leaves their contact details, and you arrange the date afterwards. |
| Allow time/class selection | The prospect picks a suitable session straight from your timetable. |
| Date selection required | A session has to be picked before the form can be submitted. |
- Decide whether a phone number is mandatory, and the minimum age for signing up without help. Anyone younger needs a parent or guardian.
- Save.
More on this: Trial settings.
Step 2: Embed the widget in your website
- Go to Settings > Widgets.
- Pick the Trial Form tab for the sign-up form or Timetable for the class schedule.
- Adjust the layout and colours so the widget matches your website.
- Copy the embed code -- usually an iframe.
- Paste the code into your website where you want it.
Get your website person involved
The last step happens on your website, not in Omoplata. If your site is looked after by an agency or a friend, just pass the embed code on -- for someone who knows the site it is a matter of minutes. And if it gets stuck: the Omoplata team helps with the setup.
What happens next
Every sign-up through the widget lands in Omoplata as a lead. From there you follow the contact up, schedule the trial class and convert them into a member after the session.
- Managing leads -- the pipeline from enquiry to sign-up.
- Trial classes -- sessions, participants and follow-up.
- Integrate with your website -- all the technical details of the embed.
Next step
The last step of the setup: Send your first direct debits.