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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.
Walk-Ins for Future Workshops
Create a new contact by using the blue + in the top right corner of Breakthrough. Add their name, email, and phone number.
Select Location
Select Walk-in for Source
Select Add to Workshop
Select the Workshop they are attending
Click Create New Contact.
Note: If the workshop has already started, it will not show in the drop-down options above. To add a walk-in to a past workshop, follow the steps below. |
Same-Day Walk-Ins
Create a new contact by using the blue + in the top right corner of Breakthrough. Add their name, email, and phone number.
Select Location
Select 'Walk-in' for Source
Do not select a Phase
Click 'Create New Contact', then:
After the contact is created, your screen will refresh and pull up the new contact
Change the contact phase to Add to Workshop
Select the workshop
Save the contact
Since the event is technically in the past, adding a contact to a workshop that has already started will not trigger indoctrination emails.
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