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Follow-Ups

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    • Do Not Call List

      If a prospect or member has registered their number on the National Do Not Call List, Club OS will notify...

      July 1st, 2025 12 views 0 likes

    • How to use the Prospecting Workflow When Scheduling Prospect Training Events

      For clubs using ASF as their Member Management System and with a business model that schedules prospects for training events...

      July 1st, 2025 12 views 0 likes

    • Re-assign a lead using the Assign To Me Button

      For leads that are assigned to the Default Member Sales staff member, easily re-assign it to yourself using the Assign...

      July 1st, 2025 11 views 0 likes

    • View Other Staff Member's Incoming Messages

      View and respond to all incoming messages from prospects, members and ex-members so that messages are not missed when other...

      July 1st, 2025 11 views 0 likes

    • Personal Training Follow Up (Integrated)

      Make cross-selling easy by utilizing Club OS to engage your members during the member onboarding process and keep engagement throughout...

      July 1st, 2025 10 views 0 likes

    • Re-Interested Leads and Inactive Members

      Overview Club OS' re-interested features recognize when existing Prospects or Inactive Members become newly interested in your club and reprioritizes...

      July 1st, 2025 16 views 0 likes

    • Tools to Support Club Reopening

      Club OS understands that you want to get back to business after your gym has been closed. In order to...

      July 1st, 2025 11 views 0 likes

    • Default Follow-up Cadences and Scripts

      Lead Original Status of prospects originating from a telephone inquiry, outreach event and any other prospect type. 1 Day After...

      July 1st, 2025 11 views 0 likes

    • Automatic Follow-ups

      The Club OS automatic follow-up feature enables clubs and their locations to send out SMS and email follow-ups automatically. Automatic...

      July 1st, 2025 11 views 0 likes

    • Follow-Up FAQ's

      "Where Do 'Overdue' Calls Show Up?" Overdue calls will show up in red as "overdue" in your Follow-Up Agenda. "Why...

      July 1st, 2025 12 views 0 likes

    • Who Has Permission to Override Membership or PT Follow-Ups?

      By overriding a follow-up action, an employee suspends a Prospect or Member’s follow-up contact until a specified date. Often, this...

      July 1st, 2025 11 views 0 likes

    • How Do I Reschedule Follow-Ups?

      Club OS offers its users the ability to customize how their follow-ups are rescheduled. Users can arrange for their follow-ups...

      July 1st, 2025 11 views 0 likes

    • Why Has My Next Follow-Up Disappeared?

      On occasion, it may appear as if a follow-up has failed to schedule itself in its employee’s calendar. In reality,...

      July 1st, 2025 15 views 0 likes

    • How to perform a Follow-Up

      How perform a Follow-Up Navigate to the Dashboard and the Follow-up Window will be located on the top right of...

      July 1st, 2025 11 views 0 likes

    • Filtering by Employee Name in the Follow-Up Agenda

      Topic A new filtering option has been added to the follow up agenda. Purpose The new option allows you to...

      July 1st, 2025 11 views 0 likes

    • Follow Up Basics

      Here you are going to see some Follow-Up Basics for Club-OS. You can access the Follow-Up section from your Dashboard....

      July 1st, 2025 11 views 0 likes

    • How Do I Completely Remove a Prospect/Member From Any Form of Follow-Up?

      In the course of running your club, you may find that certain members or prospects prefer not to have any...

      July 1st, 2025 12 views 0 likes

    • How Do I Transfer a Single Follow-Up?

      To reassign follow-ups, begin at your dashboard, and click the Follow-Up button for the follow-up you wish to reassign: Next,...

      July 1st, 2025 11 views 0 likes

    • How Do I Change the Follow-Up Schedule?

      A Club Admin can find the current follow up schedule under My Club > Follow Up Settings. If you would...

      July 1st, 2025 11 views 0 likes

    • Why are Deleted Leads Still in My Follow-Ups?

      If leads are deleted while still in your follow-up bin, they will stay there until removed. You just need to...

      July 1st, 2025 9 views 0 likes

    • Where Do "Overdue" Calls Show Up?

      Overdue calls will show up in red as "overdue" in your Follow-Up Agenda. 

      July 1st, 2025 11 views 0 likes

    • How Do I Increase My Follow-Up Numbers?

      There are a few points you can analyze in your club: Are we using the digital guest waiver for every...

      July 1st, 2025 11 views 0 likes

    • How Do I Add/Edit Follow-Up Scripts?

      To create new follow-up scripts (or to edit old ones) first access the 'My Club' tab on the left side...

      July 1st, 2025 11 views 0 likes

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