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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 2262 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 2441 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 2244 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 2278 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 2621 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 2489 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 2233 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 2291 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 2757 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 2169 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 2229 views 0 likes

    • Rescheduling Follow-Ups

      Overview Club OS allows you to reschedule follow-ups in bulk so they are redistributed across new dates. You can spread...

      July 1st, 2025 2226 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 2267 views 0 likes

    • How to Perform a Follow-Up

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

      July 1st, 2025 2404 views 1 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 2167 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 2194 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 2483 views 0 likes

    • Transferring a Single Follow-Up in ClubOS

      You can transfer a single follow-up from the dashboard or from the prospect or member’s profile.   Transfer a follow-up...

      July 1st, 2025 2166 views 0 likes

    • How Do I Change the Follow-Up Schedule?

      It’s a good idea to review your follow-up schedule every-so-often. As your audience and business evolve, your approach should too....

      July 1st, 2025 2250 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 2152 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 2015 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 2076 views 0 likes

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