Edulabs
Edulabs
Getting started Getting started
Navigate through Edulabs Understanding levels, subjects, classes and lessons Onboarding & data importing Data importing Customise fields on registration form and student profile Add a new teacher Add a new class Add a teacher into a class Add student to a class and generate 1st invoice
Student Registration Student Registration
Registration Forms
Customise fields on registration form and student profile Regular Registration Form Holiday Registration Form Trial Registration Form
Advanced Forms (Add-on)
Student Management Student Management
Leads & Enquiries
Convert a lead to a student How to add a new lead
Regular Students
Parents: adding, linking students and merging duplicates Add end date for a student in a class Change of class for a student Add student to a class and generate 1st invoice Add a new regular student
Trial Students
Add student to a class and generate 1st invoice Convert trial student into regular student Add a new trial student
Holiday Students
Add student to a class and generate 1st invoice Convert holiday student into regular student Add a new holiday student
Student Profile
Delete a student Manage makeup vouchers on student profile Make changes on student profile page
About the Student Profile page Parents: adding, linking students and merging duplicates
Academic & Classes Academic & Classes
Levels & Subjects
Understanding levels, subjects, classes and lessons Add levels & subjects
Terms
Bulk adding terms to classes Add / update months or terms
Excluded days
Add excluded days (public holidays)
Class Management
Set up invoice items for holiday class Add single lessons for holiday class Add assistant teacher in the class and lessons Difference between a class and a lesson Bulk removing terms from classes Bulk adding terms to classes View the invoice items connected to the class View activity history in a class Add or update class schedule Add a teacher into a class Add a new class
Class Enrolment
Add student to a class and generate 1st invoice Add end date for a student in a class Change of class for a student View activity history in a class
Progress Report
Using the Student Progress Report
Lessons & Attendance Lessons & Attendance
Lesson Schedule
Delete a lesson Changes to a lesson (date, time, classroom, teacher, lesson status) Add a student to a lesson (for makeup or trial) Remove a student from a lesson Change of lesson for a student Using the lessons page Difference between a class and a lesson
Calendar
Delete a lesson Add a student to a lesson (for makeup or trial) Remove a student from a lesson Change of lesson for a student Classroom calendar view Monthly calendar view Weekly calendar view Daily calendar view
Make-up Voucher
Makeup Voucher Setting Add a student to a lesson (for makeup or trial) Remove a student from a lesson Manage makeup vouchers on student profile
Student Attendance
Attendance Marking Mode Mark student attendance
Lesson Booking (Add-on)
Lesson Booking Window on Student/Parent Portal
Lesson Cancellation (Add-on)
Lesson Cancellation Window on Student/Parent Portal
Lesson Reminders
Finance & Invoicing Finance & Invoicing
Finance setup
Add a late fee to an invoice Enable One-time Fees (Registration, Material, Deposit) Enable deposit management Edit the payment text shown on invoice Add invoice item Add a new company
Billing Plans
Add or edit billing plan
Invoice Items
Set up invoice items for holiday class Add invoice item View the invoice items connected to the class
Subscriptions
Regenerate student subscription Undo an invoice Bulk generate invoices from subscriptions Generate invoice from a single subscription Understanding student subscriptions
Invoices
Merge invoices Add a late fee to an invoice Add a discount to an invoice Add internal remarks to an invoice Void an invoice Send out invoice using Email or Whatsapp Web Undo an invoice Bulk generate invoices from subscriptions Generate invoice from a single subscription Apply credit note on an invoice Create a new invoice manually
Payment & Receipts
Void a receipt/payment Convert a payment into a credit note or refund Record payment on an invoice
Credit Notes
Convert deposit into a credit note or refund Convert a payment into a credit note or refund Apply credit note on an invoice Convert a student deposit into a credit note
Deposits
Convert deposit into a credit note or refund Convert a student deposit into a credit note Add or import student deposits
Refunds
Convert deposit into a credit note or refund Convert a payment into a credit note or refund
Discounts
Add a discount to an invoice Discount tiers Add or edit a discount
Sales Report
Sales report
Merge invoices
Student Withdrawal Student Withdrawal
Convert a student deposit into a credit note Customise the fields on Student Withdrawal Form Processing a student withdrawal request Student Withdrawal form
Communication Communication
Email
Auto-sending settings for email for invoice & payments Update email templates
Whatsapp
Student Portal
Select the pages showing on student portal and adjust the order
Parent Portal
Select the pages showing on parent portal and adjust the order Send out parent portal login
Staff Management Staff Management
Admin & Teacher Access
Allow teachers to mark attendance on past lessons Admin and super admin roles & permissions Add a new admin account
Teacher Portal
Mark student attendance
Teacher Profile
Teacher profile page
Add a new teacher
HR & Timesheets HR & Timesheets
Timesheets
Teacher timesheets
Teacher's Pay
Add a per lesson rate for a teacher Add hourly rate for a teacher Adjust setting for Teacher's Pay Rates Generate Teacher Pay Report Add teacher hourly or per lesson rates
Reports Reports
Sales report
System Settings System Settings
Finance settings
New Year Setup New Year Setup
Step 1: Promote students' level in the new year Step 2: Add terms for the new year Step 3: Add excluded days for the new year Step 4: Add or clone classes for the new year Step 5: Add the new year's months/terms into the new year's classes Step 6: Add students to the new year's classes Step 7: Change system's year to the new year
Add-ons Add-ons
Private Lessons
Add a new private lesson Add teacher availability for private lessons
Lesson Credits
Quickbooks
E-learning Module
  1. Home
  2. Student Management
  3. Leads & Enquiries
  4. Convert a lead to a student
  1. Home
  2. Student Management
  3. Leads & Enquiries
  4. Convert a lead to a student

Convert a lead to a student

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Updated on 14 June, 2026

How to add a new lead

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