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Staff User Guide
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This guide is for day to day usage of InTouch
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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 Member)
- 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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