Please fill out the contact form below and we will reply as soon as possible.
The configuration of the Follow Up Settings drives the follow up communication workflow. This page is where segments, schedules,...
July 1st, 2025 297 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 166 views 0 likes
TI scripts can be added to the Add New Lead Page so that staff can have a call guide to...
In this article, we will talk about how to add and remove marketing ‘Marketing Sources’ for your club. Global Impact...
July 1st, 2025 177 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 152 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 162 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 145 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 132 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 119 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 151 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 115 views 0 likes
