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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 21 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 23 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 19 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 16 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 15 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 17 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 18 views 0 likes
Once a club location’s HubSpot is integrated with Club OS, new leads created in the HubSpot portal will appear in...
Should a prospect/member wish to refer an acquaintance to the club after their initial opportunity (during the creation of their...
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...
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...
In order to reduce the number of text message attempts to an invalid mobile phone number, a prospect/member's mobile phone...
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 20 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...
Copy Data to Group Use this action to copy various types of data from one user to each user in...
Club OS' User Search will give Club Admins the ability to delete/undelete users at any time. The Delete/Undelete User action...
Prospect and Member statuses are used for follow-ups, marketing campaigns and other targeted actions. Membership Follow-Up Statuses Lead...
July 1st, 2025 14 views 0 likes
To add a new lead from anywhere in Club OS, go to the search box at the top of the...
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...
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...
Follow these steps if you need to change the assigned Follow-Up staff member for multiple Prospects or Members. This allows...
Did an erroneous lead account somehow find its way into your system? Perhaps your Digital Guest Waiver was filled out...
We get a lot of questions in Support about lead appointments not showing as sold on the schedule after a...
