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Product | InTouch Follow-Up Enterprise Version |
Release number | 5.13.0 |
Contact | For more information, please contact support@intouchfollowup.com |
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Multi-Club Features on InTouch FollowUp Pro
This page will explain the additional features of the InTouch FollowUp Pro Version compared to the Standard Version. The Pro version is designed for organizations that have multiple locations using InTouch FollowUp.
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- username and password
- You will be logged into one of your clubs
- The name of the club is shown in the header banner
- Click the green "Switch" icon to view a list of clubs you are associated with
- Click the name of the club to which you wish to log in
- You are now logged in to the club whose name displayed in the blue header banner
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Multi-Club Reports
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This allows you to run a few of your LIVE REPORTS for a range of clubs associated with your user account. 
Whereas the single club report lists individual staff data and a club total, the multi-club report shows each club's total as a row and the organization's total.
This feature is currently available for the following reports:
- Club Activity Report - Multiple Clubs
- Memberships Sales Activity Report- Multiple Clubs
- Personal Training Sales Activity Report- Multiple Clubs
How to access these reports
- Go to the Reports tab
- Go to Live Reports tab
- Find the Report you wish to view and click View Report
- In the following pop up window or new tab:
- By default all clubs are selected but you can select the clubs you wish to view
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Data
This feature gives the user the ability to subscribe to a nightly email that gets sent to the user's email with the "Multi-Club Activity Report" for yesterday and the month to date for all the clubs that the user is associated with. This will show the total performance for each club as a row in the attached reports but will not show staff user detail.
Note: It is still possible to subscribe to the current single Club Activity Report email also. This will deliver one email per club showing individual staff performance for a single club.
To subscribe to these report emails
- Go to Reports Tab
- Go to Email Reports
- Scroll to the "Emailed Multi-Club Activity Report" row and click Get Report
- Find your username and email address and click the green cross to add that user to the report subscription. To remove a user, click the "Trash can" icon on the right panel
Limitation:
The email will be sent to the first email address recorded for that user. If a staff person has different email addresses in different clubs, the report will only send to one email. Please update your user account details at all associated clubs with your preferred email address.
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-Requisite: you must be a user of a multi-club organization and have admin permissions to add multi club staff.
- Click on the Admin Tab > Staff
- Click Edit next to the person you want to give multi-club access to
- Click Edit under the "Can Access Following Clubs" dialog
- Select specific clubs by clicking on the green plus sign, or choose to add all of the clubs by clicking the "Add All" Button
- Click Save
In the following pop-up window:
This user can now login to multiple clubs with one login and is able to view multi-club reports for the clubs tto which they have access.
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Set permissions for other staff to assign multi-club access
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You must be logged in as a user who has access to set permissions at a club (generally the InTouch Administrator for your club)
Steps
- Login as a user with central admin permissions
- Go to Admin tab
- Go to permissions tab
- Click Edit on the permission role you want to change
- Scroll to the bottom to find "Assign Staff to Multiple Clubs"
- Click the radio button for the permissions you want to set as follows:-
- Full permissions- allows a user to view and assign users to multiple clubs.
- Read Only View- allows a user to view which clubs staff are assigned to but not to assign them to other clubs
- Hide - will not allow a user to view or assign other users to multiple clubs
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Pre-requisites
First the user you wish to assign must exist as a member of staff at each club to which they need access to.
Second the logged in user must have Multi-club permissions set to access this feature see 2.4 above.
Steps
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Select the club to which you wish to add this user- A list of staff usernames that already exist at that club appears. Click the username that should be mapped to the staff user you are editing.
- Click Add
- Repeat steps 5-8 until all desired clubs are added
- Click save on the staff window
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- want to give multi-club Access
- Click Edit under the "Can Access Following Clubs" dialog
Remove the clubs one by one, or click the Remove All Button
Click Save
Note: When you mark a multi-club user as Inactive in one club they will be deactivated in all their linked clubs!
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Known Limitations in this First Release of InTouch FollowUp Pro
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Staff Permissions per club
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Changing staff details at a single club will not cascade to staff details at associated clubs. As such any changes to staff details must be completed at each individual club.
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