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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 115 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 141 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 100 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 106 views 0 likes
Club OS can build a custom weblead form for your gym that can be used on any web page. When...
July 1st, 2025 108 views 0 likes
If you have existing prospects that need to be uploaded into Club OS, this can be completed by a Club...
July 1st, 2025 95 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 98 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 114 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 84 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 88 views 0 likes
Club OS does not have the capability to reach out through SMS to referrals -- or those who have not...
The Digital Guest Waiver (DGW) is a form that collects basic information from visitors to your club and automatically adds...
July 1st, 2025 119 views 0 likes
When a new lead is entered into the DGW, they are assigned to an employee for Follow-Up based on the...
How do I remove prospects/members from receiving follow ups? If prospects or members no longer want to be contacted...
July 1st, 2025 96 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 75 views 0 likes
Club OS offers a workflow for prospects who can access the gym because a third party is paying for their...
Interests can be collected during the prospect capture process and added to their profile for purposes of segmenting and...
July 1st, 2025 91 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 83 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 97 views 0 likes
Club OS' User Search will give Club Admins the ability to delete/undelete users at any time. The Delete/Undelete User action...
July 1st, 2025 136 views 0 likes
Prospect and Member statuses are used for follow-ups, marketing campaigns and other targeted actions. Membership Follow-Up Statuses Lead...
To add a new lead from anywhere in Club OS, go to the search box at the top of the...
July 1st, 2025 82 views 0 likes
Club OS now offers its clubs the opportunity to allow or deny a customer’s ability to open duplicate accounts at...
When a user requests a forgotten username or password, they may get an email or error message on the login...
July 1st, 2025 89 views 0 likes
Due to Club OS’ offering of Facebook Lead Ad integration , participating clubs now require filters for tracking which leads...
Lead Notes attached to User Profiles can help a club customize pitches for prospects, and personalize a member’s customer service...
July 1st, 2025 105 views 0 likes
Follow these steps if you need to change the assigned Follow-Up staff member for multiple Prospects or Members. This allows...
July 1st, 2025 148 views 0 likes
Did an erroneous lead account somehow find its way into your system? Perhaps your Digital Guest Waiver was filled out...
July 1st, 2025 103 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 94 views 0 likes
