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The configuration of the Follow Up Settings drives the follow up communication workflow. This page is where segments, schedules, scripts...
July 1st, 2025 3485 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 2009 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 2016 views 0 likes
In this article, we will talk about how to add and remove marketing ‘Marketing Sources’ for your club. Global Impact...
July 1st, 2025 2043 views 0 likes
Topic: A new option 'Region settings' has been added to Club-OS Purpose: The 'Region Settings' option allows system admins and...
July 1st, 2025 1879 views 0 likes
Location Defaults lets you set default employees for membership and personal training follow-ups, as well as manage send-from names, reply-to...
July 1st, 2025 2333 views 0 likes
Begin by searching for the employee whose password you would like to change. First, select the ‘User Search’ in the...
July 1st, 2025 1763 views 0 likes
There are two different approaches: Individual KPI Goals : This helps with customization based on the staff member’s circumstances. For...
July 1st, 2025 2012 views 0 likes
You can set individual goals that are reflected on the dashboard by viewing the employee's profile. Once you are viewing...
July 1st, 2025 1676 views 0 likes
Dynamic Content (also referred to as Merge Tags) automatically updates based on the recipient’s information. In ClubOS, dynamic content can...
July 1st, 2025 1967 views 0 likes
Introduction The Follow-Up Status Settings are available to Club Admins, and are used to determine when users move into certain...
August 4th, 2025 2537 views 0 likes
