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Academy Lead CRMCommunity

Public course-signup form plus an owner-side lead CRM for class-based businesses: prospects apply on the homepage, staff work the pipeline with notes, stages and reminders.

Install
What's inside

Data it stores (3 collections)

Automations

Details

License terms

Homespun Community Free license. Any Homespun user may install this template, use it, and freely modify their own installed copy. The template content and any captured starter data are published for community use; no warranty is provided.

Changelog

Setup

  1. ConfigSet your academy namerequired

    Open Settings after signing in and set your academy or business name. It appears on the public signup page, the browser title and the applicant confirmation email.

    • DefaultYour Academy Name
  2. ConfigAdd your WhatsApp / contact number

    In Settings, add the phone or WhatsApp number (include country code) that leads use to reach you from the public page. Leave blank to hide the contact link.

    • Hinte.g. 15551234567
  3. ConfigCustomize the confirmation email signature

    The applicant confirmation email currently signs off as 'The team'. Edit the notify rule in manifest.json to sign with your academy name before going live.

  4. NoteCustomize the signup form fields

    The public form captures name, phone, email, course, location and study mode. Add, remove or relabel fields in index.html (and the Lead schema in manifest.json) to match what you need to collect.

  5. Seed dataReplace the example leads

    This template ships with 5 example leads and 3 notes (Alex Example, Sam Sample and friends). Delete them once real signups start so your pipeline shows only real prospects.

  6. NoteSet your timezone and go public

    Follow-up reminders fire at 08:00 UTC until you set a timezone: homespun apps update <app> --timezone <IANA zone>. The public form only accepts signups once the app visibility is public.

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