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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 1104 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 676 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 689 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 699 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 617 views 0 likes
Location Defaults allows you to assign default employee accounts to follow-ups and email campaigns and notifications. These settings can be...
July 1st, 2025 730 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 560 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 681 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 539 views 0 likes
Dynamic Content (also seen as Merge Tags) is content that dynamically changes. In Club OS, dynamic content can be inserted...
July 1st, 2025 670 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 583 views 0 likes
