Managing Walk-Ins

Modified on Wed, 29 Nov 2023 at 12:40 PM

There are times when someone may want to register for one of your upcoming workshops, but hadn't previously registered themselves via one of your workshop ads or on your workshop landing page. 


Usually, you will encounter this situation if someone has called into the practice asking to register, asks one of your staff members in person at your clinic, or they are a "walk-in" to your workshop and hadn't signed up before showing up. 


How to create a new contact and add them to a workshop:

  1. Create a new contact by using the blue + in the top right corner of Breakthrough. Add their name, email, and phone number.

  2. Select Location

  3. Select Walk-in for Source

  4. Select Add to Workshop

  5. Select the Workshop they are attending

  6. Click Create New Contact. 




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