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

With a seamless integration, continue using your member management system to sell, schedule and render sessions while Club OS moves clients through the below statuses based on their activity.

Personal Training prospects and clients will appear in your staff member’s follow-up window as a task when it’s time to contact them based on predetermined touch-points. You can also reduce the number of tasks by setting up automatic follow ups for any of the set touch-points.

PT Employees

Staff members will have Club OS accounts created automatically through the Integration with your Membership Management System. Fitness Managers should have a role of Location Manager with a Manager type of Fitness Manager. Trainers who should only be able to follow up with their own clients should be set as a trainer role. If trainers are responsible for or helping out with follow ups outside of their own clients should be setup as a Location Manager role with the Fitness Manager type selected. 

How are PT leads and clients assigned? 

Once a prospect converts to a member, they will become a PT lead and assigned a PT status. If they have not booked an ORT, the location’s PT Sales Default will be assigned for follow up. At anytime during the workflow the follow up person can re-assign the lead to another staff member or trainer.

For customers using ABC/DataTrak as their Member Management System, a setting can be enabled to automatically reassign the follow up to the trainer who is performing the scheduled ORT. 

Once the PT lead converts to an Active PT client, they can stay assigned to the existing follow up person or you can set the PT Support Default so that all active PT clients are assigned to a single person.

For customers using ABC/DataTrak as their Member Management System, a setting can be enabled to automatically reassign the follow up to the trainer who is performing the scheduled PT session.

Click here to read about setting PT Defaults

Orientation and Personal Training Calendar Events

During the initial integration setup, Event Types in your Membership Management System will be configured as ORT, PT or None. For those configured as ORT or PT, those events will be placed on the Club OS calendar but should be treated as READ ONLY as edits will not be reflected in your Member Management System. 

If your club uses a different name for Orientation, this can be updated to reflect your personalized naming convention. (example: Orientation can be relabeled as “Fitness Assessment”)

For each event type (ORT and PT), event reminders can be set up to send a reminder text (back up method is email) 15min, 30 min, 1 hour, 2 hours, 5 hours, 1 day or 2 days before the event occurs. Event reminders have confirmation instructions (Reply CONFIRM to confirm) that will reflect on the Club OS calendar if someone confirms. Reach out to your Club OS rep to set up event reminders.

Personal Training Agreements

PT Agreements will sync from the Member Management System to the member’s Club Services tab in Club OS. Agreements should be treated as READ ONLY as changes will not be reflected in your Member Management System.
 

Statuses:

ORT Not Booked - Member who has not completed nor has a future scheduled Orientation; Reach out to this member to schedule their initial session.

ORT Booked - Member who has a future Orientation scheduled; Reach out to confirm their appointment with a trainer.

ORT No Show - Member who had an Orientation scheduled but did not complete it; Reach out to this member to reschedule their Orientation at a new date and time .

ORT Show - Member who has completed their Orientation but has not purchased Training; Reach out to this member after their Orientation to continue nurturing them as a PT lead. This can include checking how they feel after their Orientation, Offering a PT package promotion, or scheduling a follow up Orientation/Assessment.

PT Active - Active Training Client with a recurring training agreement; Reach out to PT clients to engage with them during their Fitness Journey.

PT Session Pack - Active training client who has purchased a specified number of individual sessions as a one time payment and has sessions remaining to use; Reach out to session pack clients to engage with them during their Fitness Journey and upgrade them to a recurring PT agreement.

PT Idle - Active Training client who has not scheduled a session  in “x” number of days and has no future scheduled sessions. Reach out to Idle PT clients to prompt them to continue training and schedule their next session.

Click here to learn how to set the PT Idle Threshold

PT Renewal Opportunity - Active Training client whose training agreement(s) are expired or expiring in “X” number of days with less than “Y” number of sessions remaining; Reach out to discuss renewing their PT package.

“X” days and “Y” sessions remaining are configurable: [article] 

Session Pack Expired - Session Pack client who has rendered all purchased sessions; Reach out to PT clients who have used their purchased sessions to remind them to buy more sessions in order to continue training or upgrader to a recurring PT agreement.

PT Canceled - Training client whose recurring training agreement have ended or been canceled; Reach out to ex-PT clients to win them back and begin training again with a new PT agreement.