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Welcome to InTouch!
This page will guide you through some easy step-by-step instructions on what to do first with your new InTouch site. It's best to get started with these steps right away so your
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Training Sessions can focus more on InTouch usage and reviewing any questions that arise as you get started.
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Getting Started Steps
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Log
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In
Log
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into FollowUp at https://app.intouchfollowup.com
Your initial username and password will be provided
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shortly after your signed agreement is received
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. This will be sent from support@intouchtechnology.com (or from your Client Solutions rep).
(For new clients starting on InTouch Drive, the login URL will be provided to you along with your username/password. Use FollowUp for your site setup and Drive for day-to-day use).
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Edit Club Details
Update your club's name, address, phone, etc so that it can be used for your email and text message communication.
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Go to the gray Admin tab on the far right
Select Club on the blue bar
Click Edit in the bottom center
Complete the Club Details section on the left hand side
Click Save in the bottom center
If you have multiple clubs, InTouch will display the Club Name of the site you are logged in to at the top of the screen. You can switch between your sites by clicking on the club name and selecting the site name for which you want to log in. It is recommended that you log in to each club and edit, at minimum, the club name for each location before moving on to Adding Staff.
Add Staff
Add a staff account for anyone that will need access to your InTouch. It's best for each staff account to have a unique email address. Sales and Management Staff should all have their own account, however, you
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may choose to have Front Desk staff to share one login if they won't be responsible for individual lead or member follow-up.
Go to the gray Admin tab on the far right
Select Staff on the blue bar
Click New Staff from the Admin Links menu on the left hand side
Enter the staff's Contact Details (red asterisks indicate required fields)
Create a username and password. When your new staff logs in, the new user will be prompted to update his/her username and password.
Select a Permission. This is the level of access this person will have to various InTouch features. Permissions are set up on our best practices, but can be created and/or adjusted later on.
If you have multiple clubs to which this particular staff person needs access, complete the following. If not, skip to
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#10.
Click Edit under Can Access Following ClubsOn the left side, click the green plus button next to each location to which this staff needs access. This will move the club to the right side column.
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Click Save to return to close the Club Access box
Click Save in the bottom center to create your new staff account
Learn more on how to add or edit staff
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Learn more on assigning staff to multiple locations
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Set up your
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Guest Kiosk
If you've selected the
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Guest Kiosk license option
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Set up your iPad to turn it into
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a kiosk.
Customize your kiosk settings and, most importantly, add in your club's liability waiver.
Prepare your data import files
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If you've selected the Data Import option*, you'll need to prepare
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up to three files: one file for lead data, one file for member data, and one
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for former member data.
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Prepare each data file to ensure your data gets imported correctly.
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We will instruct you on where to send these files during or after your
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Setup and Training session.
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If your InTouch sites(s) will be integrated with your Club Management System, please wait on this step until discussing more specific details in your Admin & Setup Training.
Review
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FollowUp Best Practices
All new sites are set up with our best practice
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followup schedule enabled. With this already set up for you, leads and members will start receiving emails and text alerts without any additional work on your part. However, we do recommend you review all email and text content as it is important to see what communication being sent on your club's behalf.
Review the email content and schedule
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If you'd like to make make changes, you can edit existing content and/or create new content at any time
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Prepare the following items for your Kickoff Meeting
Club Logo
- A horizontal logo works best. File format can be .jpg, .jpeg, or .png.
- We'll upload your file during your Kickoff Meeting and apply it to your email template
Guest Card Question Changes
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- All new sites are set up with our best practice questions for Guest Cards. Any changes should be made as soon as possible to avoid any loss of data later.
- Review our best practice Guest Card questions and decide on any changes you'd like your Customer Success Representative to make..
Telephone Inquiry (TI) Script Changes
- All new sites are set up with our best practice questions for new telephone inquiries. Any changes should be made as soon as possible to avoid any loss of data later.
Review our best practice TI Script questions and decide on any changes you'd like your Customer Success Representative to make.
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Advanced Options
Congratulations!
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Your basic InTouch setup is complete!
The next steps are to learn how to use InTouch, start adding leads, and also learn about the many different customization options.
For example, you may want to:
Set up a Web Lead Form
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to capture new leads from your website
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(and set up corresponding email
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specifically for those leads)
Add or change Lead Sources, Not Interested Reasons, and/or Member Cancellation Reasons
Adjust various Permissions to add or restrict features for staff roles
Adjust settings for Appointment (Event) Types
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