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The configuration of the Follow Up Settings drives the follow up communication workflow. This page is where segments, schedules,...
July 1st, 2025 19 views 0 likes
Weblead Notification Setting up Weblead Notifications allows all users listed to receive a notification every time a weblead is added...
July 1st, 2025 14 views 0 likes
TI scripts can be added to the Add New Lead Page so that staff can have a call guide to...
July 1st, 2025 15 views 0 likes
In this article, we will talk about how to add and remove marketing ‘Marketing Sources’ for your club. Global Impact...
Topic: A new option 'Region settings' has been added to Club-OS Purpose: The 'Region Settings' option allows system admins and...
Location Defaults allows you to assign default employee accounts to follow-ups and email campaigns and notifications. These settings can be...
Begin by searching for the employee whose password you would like to change. First, select the ‘User Search’ in the...
There are two different approaches: Individual KPI Goals : This helps with customization based on the staff member’s circumstances. For...
You can set individual goals that are reflected on the dashboard by viewing the employee's profile. Once you are viewing...
Dynamic Content (also seen as Merge Tags) is content that dynamically changes. In Club OS, dynamic content can be inserted...
