Page Comparison

This User Manual is designed to cover day to day usage of InTouch. This is mostly for Sales Staff, but is also for Trainers and Desk Staff. 

Table of Contents

The basics of InTouch FollowUp  

• Icons

• Homepage explanation

Agenda

• Appointments
• Phone Calls
• Tasks
• Overdue Items

Membership Opportunities

• Adding New Leads
• Trials (or multi-day guest passes)
• Not Interested Leads

Members and Sales

• The difference between a Member and a Sale
• Make Sale
• Searching for a Member
• Expiring (or canceling) a Member

Guests

• Appointments
• Drop-In Tours
• Guest Log

Calendar

• Calendar Views
• Block Your Calendar
• Setting your schedule of availability
• Group Calendars

Emails

• Email Explanations
• Birthday Emails
• Unsubscribe Options for Text, Email and Phone Calls
• Email Unsubscribe link

Text Messaging

(Text message features vary by country).

• SMS Text Message Appointment Alerts
• Broadcast Text Messages (aka Text Blasts)
• 1-1 Text Message Conversations (aka Adhoc Texts)
• Automated Texts Messages based on Lifecycle (Day X Texts)
• Text Opt-In