How to manage new leads from ClassPass and Eventbrite
- Administrator
- May 6, 2024
- 3 min read
Updated: Jul 6
Keywords: classpass, eventbrite, booking, registration, attendance, sign-up, subscription, membership, reservation, scheduling, events, sessions, platform, listing, leads, tracking, follow-up, conversion, enrollment, engagement
This SOP is for Student Support Specialists responsible for managing new leads from external listing platforms. It outlines the process to ensure timely follow-up and conversion of leads from ClassPass and EventBrite.
Classpass
Classpass is an app where users subscribe to a membership and they can use membership credits to book appointments or classes to hundreds of Classpass' business partners. Movers and Shakers Dance Academy only uses Classpass to get a lead to find us and try a class.
Important: Leads who already tried a class are not allowed to book a class again using this platform.
Managing ClassPass and adding Schedules
Before each program starts, verify and update the studio address in the reservation details.
Update Class Info:
In the Manage section, go to Classes.
Select the class name and update the address to ensure it matches the correct studio location.
Adjust Schedule Settings:
Go to Schedule Settings and add class schedule.
Each schedule should cover 2 weeks.
Set capacity to 10 (maximum reservations allowed). Note: See the attached sample schedule.
Sample classpass schedule.
When a new lead reserves a spot in Classpass
The only way for us to communicate to a Classpass lead is through the platform. When we get a reservation for a class, the first thing we do is send them an email (through Classpass). Below is the template:
Hi {Lizzie}! {VA name} here with Movers and Shakers Dance Academy. Our {Salsa 102 program} which starts at 8pm is located at {The Balcony on Beverwil}.
{Studio Location}:
The Balcony on Beverwil
9618 W Pico Blvd Suite 507, Los Angeles, CA 90035
👉 Watch this video to find the studio: https://youtu.be/ypAPAf4WZw0?si=_F2X1i481Zqq-1yX
To confirm your reservation for this class, please text our director Danny at 310 595 4006. Thank you!
The student will have to text Danny/sales rep to confirm their Classpass reservation to try a class. Danny will connect with the student and ask them to register on the site. Update their CRM record once they submit their registration.
When Danny/sales rep confirms Classpass user's trial class
If their reservation is confirmed for a trial class, they are invited to register on the website and write a note about the set-up. There's no need for the student to pay $20 deposit for Classpass trials.
Step 1. Add their name to the master list, same section where we put all other trial students/hot leads. Write $0 in the payment amount and type "Classpass" for Payment Details column. Leave the payment date empty. Agreement date, as usual, is the date they registered on the Mas site.
Step 2. Just like regular trial class students, create a reminder to ask how they felt after class and clarify what level was recommended to them. Also make sure to update "Class to try" field.
Step 3. On the day of their trial class, student support specialist needs to mark the student present in the class list on Classpass. The attendance log will be enabled 30 minutes before the class start time and will remain enabled until 11:59 pm. Please create a reminder in CRM to do this.
Step 4. Treat them like any regular lead/student moving forward.
Eventbrite
Managing Eventbrite and adding Event Schedules
Before each program starts, verify and update the studio address in the reservation details.
Update Class Info:
In the sidebar, go to Events.
Copy the event as a template, but update event details (location, date, time). Note: Make sure correct template is copied and updated (4 templates: Salsa Beginner, Salsa Intermediate, Bachata Beginner, Bachata Intermediate)
For eventbrite, only schedule day 1 of beginner and intermediate programs.
Go to add tickets and click edit. Update price to the current trial price which is $25, and set capacity to 10.
Schedule the end date of sale a day before the program. Then click advance settings, and follow these setting:
Watch this video for full walkthrough on Eventbrite
Last updated on March 25, 2025, by Nate E.
