If you have existing prospects that need to be uploaded into Club OS, this can be completed by a Club OS rep. Please open a case with our ClubOS Support Team, and provide an Excel or CSV file with the following required fields and any optional fields (a blank template can be provided upon request).
NOTE: This should be used during initial onboarding and is not to be used regularly.
If you find that you need to do this regularly, please reach out to a Club OS representative to determine the best ongoing method for submitting prospects.
Fields and Requirements:
Location Name (Required)
First Name (Required)
Last Name (Required)
Email (or any of the Phone fields required)
Phone (or Email Required)
Work Phone
Home Phone
Street Address
City
State
Postal Code
Gender
Birthdate
Marketing Sources (Required)
Notes
Date Created
Follow-Up Employee
Email Opt Out (Yes to Opt-out, or Blank to opt-in)
SMS Opt Out (Yes to Opt-out, or Blank/No to opt-in)
Last Visit Date
Referred By First Name
Referred By Last Name
Origin (Web, Outreach, Walk In, Referral, TI, Other, Paid Pass, Lost Join, Student, Social Media, Pay As You Go, VIP Guest)
Status (Active or Not Active)
Along with the file, please specify:
-
If these prospects should be assigned for follow-up. The ‘Do not assign Follow-Up’ is recommended for prospects whom you want to send marketing campaigns to, but staff do not need to reach out.
- If these prospects need to be pushed to your membership management system. It’s recommended not to push them if they already exist in your membership management system.
