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The FollowUp schedule determines all of the automated communication (call scheduling, emails and texts) for your club. By setting one Follow-Up cycle for all your staff, you ensure that each lead and member receives a consistent message from your club.

To view the FollowUp Schedule

1. Select the FollowUp Tab
2. Select Memberships (for Membership Leads), Personal Training, Members or Text Alerts
3. To view email or text alert content, select the email you wish to see and click View

How it Works

The Follow-Up schedule is set by lifecycle group. Each lifecycle group can have its own schedule of calls, emails and texts (see Types of FollowUp below). As a lead goes through its lifecycle, its group will automatically change. For example, a lead comes in today and wants to try out the club so you move them to a Trial for 7 days. This This lead is put into the Trial group and today is Day 1. The lead will remain in this group for 7 days. On Day 8, the lead will automatically move to the Expired Trial group and start in that group as Expired Trial Day 1.

The lifecycle groups include:

• Membership Leads (further broken into No Club Visits, Visited Club, Trials, Expired Trials and Referral Sales FollowUp)
• Personal Training Leads
• Members

Types of FollowUp

• Day X Emails: Emails that are sent based on how many days the lead has been in that particular lifecycle group.
• Web Lead, Web Referral & Facebook Emails: An introductory email specific for leads that come from your integrated Web Site, Web Referral Site or club Facebook page.
• Day X Text Messages: SMS Text Messages that are sent based on how many days the lead has been in that particular lifecycle group (text features vary by country).
• Calls: When and how frequently staff will have a call scheduled on their agenda.
• Text message alerts for appointments (such as Club Tours)
• Email and Text Blasts can also be sent from the FollowUp tab - please see Email Blasts or Text Blasts for that information