Table of Contents

The basics of InTouch Follow-Up  

• What is InTouch Follow-Up?
• Lifecycle groups
• Icons or Symbols
• Actions button

Homepage

Agenda

• History
• Action Button
• Last Contact Column
• Overdue Items
• Phone Calls
• Appointments
• Make Sale
  

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 Member)
• Searching for a Member
• Expiring (or canceling) a Member

Guests

• Appointment Shows
• Walk-Ins
• Drop-Ins
• 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

(Please note that text message features will 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