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Staff User Guide
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 Follow-Up
Agenda
- Appointments
- Phone Calls
- Tasks
- Overdue Items
- Different Agenda Views
Membership Opportunities
- Adding New Leads
- Searching for a Lead
- Trials (or multi-day guest passes)
- Not Interested Leads
Members and Sales
- The difference between a Member and a Sale
- Make Sale (Converting a Lead to a MemberDuplicate Page - Delete)
- Searching for a Member
- Expiring (or canceling) a Member
Guests
- Appointments
- Walk-Ins
- Drop-In Tours
- Drop-In Workouts
- Guest Log
Calendar
- Calendar Views
- Block Your Calendar
- Setting your schedule of availability
- Group Calendars
- Scheduling an appointment from the Calendar tab
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
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