The Upgrade opportunities page lists students Red Belt Gym found eligible for an upgrade, based on your upgrade paths. Use it to track each conversation from first contact to signed agreement.
View Your Upgrade Pipeline
- Visit redbeltgym.com.
- Sign in to your account.
- Click Upgrades in the left-side menu. Students are shown in the Pipeline by stage: Eligible, Contacted, Appointment Set, Presented, Follow-Up, Upgraded and Declined. Click List to see them as a list.
- Use Search student to find someone, or narrow the list with the Path, Source program, Stage and Age filters. Click Upgrade paths to manage your paths, or Export CSV to download the list.
Work an Opportunity
- Click a student's card in the pipeline. A panel opens with their current program, how long they've been eligible, the recommended program and the rule they met.
- Under Stage, click a stage to move the student along as you follow up. You can jump straight to Presented or Upgraded, for example after an in-person chat.
- Click Start upgrade to open the upgrade offer, Set appointment to book a meeting, or Not interested if the student declines.
The Activity list at the bottom records each step, such as when the student became eligible.
Upgrade a Student
- Click Start upgrade on an opportunity, or click Upgrade a student on the Upgrades page and search for the student. Students without an eligible path can still be upgraded.
- The offer on the left shows the student what changes: their current and new program, what they gain, when it starts, what they pay today and what they pay after that.
- Under Build the offer (staff only, hidden when presenting):
- Choose the Program.
- Choose Record as: Upgrade or Downgrade.
- Choose a Start date: Today, Next billing or Pick a date.
- Review the Credit for unused program time. You can change the Final credit.
- Choose whether to Include past due balances.
- Review the Payment Overview on the right, including the down payment, recurring payment, payment mode, number of payments and auto renewal.
- Click Present to the student to show them a clean version of the offer, without the staff-only section.
- Have the student sign the agreement. If they sign a paper agreement in person, tick the box under Agreement.
- Click Confirm upgrade. It stays grayed out until the agreement is signed.
Important: The amount under Collected today is charged when you click Confirm upgrade. Double-check the program, start date and payment details first.