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

Some reasons you may want to change your Follow-Up Schedules are:

• Change in Sales Performance.
• Change in staffing needs.
• Change in business workflows.

Depending on your permission levels (usually a Club Admin or Location Manager), you can access your Follow-Up Scripts and Schedules under My Club > Follow Up Settings. 

Follow-ups are broken up into different Audience types:

• Prospects
• Members
• Inactive Members
• Personal Training Members

The landing page will always bring you to the Prospect Follow-up schedule first.  If you have access to more than one location, be sure to select the proper location as well.  

Each Follow-Up status has a series of Touchpoints.  You can re-evaluate your scripts by clicking on the communication method you would like to review:

Pro Tip!  You can automatically send Emails and Text messages by toggling the Configuration to Automatic, setting the timing, and preferred contact methods!  

• If you do not see the toggle for Automated Follow-Ups, please refer to your Permissions, or contact our support team!
   
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For more on updating scripts and schedules, check out our helpful videos, articles, and tutorials on Follow-Up Settings or contact our support team.