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Add a new telephone inquiry lead to Club OS using the 'Add Telephone Inquiry' button. This lead entry method is...
July 1st, 2025 1673 views 0 likes
Self-Book Tours Prospects can self-schedule a tour with your location from their own device or directly from your website....
July 1st, 2025 1753 views 0 likes
Club OS can build a standalone outreach form that can be used on any device during outreach/community events. Each submission...
July 1st, 2025 1451 views 0 likes
Club OS can build a referral form link to provide to members or placed on a device to collect referrals...
July 1st, 2025 1518 views 0 likes
Club OS can build a custom weblead form for your gym that can be used on any web page. When...
If you have existing prospects that need to be uploaded into Club OS, this can be completed by a Club...
July 1st, 2025 1263 views 0 likes
If your gym has corporate deals with specific employers or you’d like to track when employers are referring their employees,...
July 1st, 2025 1374 views 0 likes
The Origin data point is collected at time of Prospect or Member creation. This answers the question of “How did...
July 1st, 2025 1571 views 0 likes
Once a club location’s HubSpot is integrated with Club OS, new leads created in the HubSpot portal will appear in...
July 1st, 2025 1459 views 0 likes
Should a prospect/member wish to refer an acquaintance to the club after their initial opportunity (during the creation of their...
July 1st, 2025 1465 views 0 likes
Club OS does not have the capability to reach out through SMS to referrals -- or those who have not...
July 1st, 2025 1379 views 0 likes
The Digital Guest Waiver (DGW) The Digital Guest Waiver (DGW) is a form that collects basic information from visitors to...
July 1st, 2025 1675 views 0 likes
When a new lead is entered into the DGW, they are assigned to an employee for Follow-Up based on the...
July 1st, 2025 1306 views 0 likes
How do I remove prospects/members from receiving follow ups? If prospects or members no longer want to be contacted...
July 1st, 2025 1813 views 0 likes
In order to reduce the number of text message attempts to an invalid mobile phone number, a prospect/member's mobile phone...
July 1st, 2025 1205 views 0 likes
Club OS offers a workflow for prospects who can access the gym because a third party is paying for their...
July 1st, 2025 1422 views 0 likes
Interests can be collected during the prospect capture process and added to their profile for purposes of segmenting and...
July 1st, 2025 1436 views 0 likes
Converting inactive members to a Prospect status enables you to move them back into your club's Follow-Up schedule. Inactive Members...
July 1st, 2025 1284 views 0 likes
Copy Data to Group Use this action to copy various types of data from one user to each user in...
July 1st, 2025 1390 views 0 likes
The ClubOS User Search allows Club Admins to delete or restore users at any time. The Delete/Restore user feature enables...
July 1st, 2025 2081 views 0 likes
Prospect and Member statuses are used for follow-ups, marketing campaigns, and other targeted actions. Membership Follow-Up Statuses Lead :...
July 1st, 2025 2275 views 0 likes
To add a new lead from anywhere in Club OS, go to the search box at the top of the...
July 1st, 2025 1308 views 0 likes
Club OS now offers its clubs the opportunity to allow or deny a customer’s ability to open duplicate accounts at...
July 1st, 2025 1193 views 0 likes
When a user requests a forgotten username or password, they may get an email or error message on the login...
July 1st, 2025 1396 views 0 likes
Due to Club OS’ offering of Facebook Lead Ad integration , participating clubs now require filters for tracking which leads...
July 1st, 2025 1478 views 0 likes
Lead Notes attached to User Profiles can help a club customize pitches for prospects, and personalize a member’s customer service...
July 1st, 2025 1561 views 0 likes
Use this process to reassign Follow-Ups from one employee to another for multiple Prospects and/or Members at once. Step...
July 1st, 2025 2073 views 0 likes
If a duplicate or incorrect prospect account appears in your system, such as when a Digital Guest Waiver is submitted...
July 1st, 2025 1602 views 0 likes
We get a lot of questions in Support about lead appointments not showing as sold on the schedule after a...
July 1st, 2025 1252 views 0 likes
