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Getting Started with InTouch – Five Steps

Below is the information managers will need to get their club up and running.
(Staff, Calendar, Email Report, Follow-Up Schedule & Imports)
Log in to your club's site at http://app.intouchfollowup.com
A username and password will be issued for each club or will have been created with you during training
1. Add any other staff that will be using InTouch (ie: sales, trainers, desk, etc)

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1. Select the email you wish to customize (or click New Email from the Quick Links Menu and skip to #3).
2. Click Edit

1. In the From Name field, enter the Name of the person to display in the outgoing email.
2. In the From Email Address field, enter the email address of the person the email will be coming from.
3. In the Subject Field enter the subject of the email.
4. In the Send on Day field, enter the day you wish to have the email sent out on.

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1. Select the Follow-up tab
2. Choose Text Alerts

1. Select the text message alert you wish to customize and click edit.
2. Modify the content of the text message as required. Be careful when modifying Merge fields (e.g.: $!{user.firstName}), as these are pre-configured to automatically input your contact information.
3. Insert additional merge fields (if desired) by selecting from the list of merge fields located on the right side of the screen and clicking Insert.

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• InTouchFollowUp.com
• Click the black Support button on the left side to type in your question

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