Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Panel
borderColor#448ECC
titleColor#FFFFFF
titleBGColor#448ECC
borderWidth2
titleKiosk User Guide
borderStylesolid

This document outlines how to customize your InTouch

Follow-Up

Welcome Kiosk.


 

Panel
borderColor

#448ECC

#00adec

bgColor

titleColorwhite

titleColor

bgColorwhite
titleBGColor

#448ECC

#00adec
borderWidth2
titleOn this page
borderStylesolid

How to Access your Kiosk Settings

Kiosk Setting Details

Most

  • Important

Setting

"How Did You Hear About Us?" Screen Options

  

 


How to Access your Kiosk Settings

anchoraccess

access

All kiosk settings are set up in your main InTouch

Follow-Up

FollowUp application.

 This

 This is where you can customize the wording on your kiosk screens and buttons plus set up the tour waiting times and the kiosk idle screen timeout. 

  1. After logging into InTouch

Follow-Up

 

Anchordetails
  1. FollowUp, select the Admin tab

  2. Select Kiosk

  3. Click Edit

  4. Make changes to the relevant fields as described below

  5. Click Save

(info) If you do not see the changes on your kiosk right away, try a quick reboot of your tablet.

Image Modified

details

Kiosk Setting Details

 

Anchortablettablet

Tablet Kiosk Settings: Wait Time & Screen Timeout

Image Modified

Kiosk Tour Wait Time

This is the amount of time the lead's information will be available in the Kiosk Club Tours queue. Set this to a time you feel is the maximum amount of time you would keep a lead waiting for a tour.

 Once

 Once the time expires, the lead is assumed to have left your club without completing a tour and is removed from the Kiosk Club Tours queue, but is still available under the Incoming Leads list so you can assign a lead owner and ensure the lead receives the scheduled follow-up. Incoming Leads are found under Opportunities > Viewing > Incoming Leads.

Image Modified

Screen Timeout

This controls how long the kiosk screen sits idle before going back to the Welcome Screen. For example, if a lead fills out only some of the screens and then walks away, this is the amount of time the last screen they used will remain on display before it resets to the home screen.

Anchor
welcome
welcome
Welcome Screen

Type your own title, sub-title and tour button message or use our default wording.

Image Modified
Image Modified

Anchor
age
age
Verify Age Screen

This is where you can set the appropriate legal age to sign a waiver in your location.

Image Modified
  • Title: You can type the text you prefer to use to ask the customer to verify their age or simply use the default text shown below.

  • Waiver Age: The age you set will be shown on the right button. The age on the left button automatically sets to one year younger.

Image Modified

Anchor
waiver
waiver
Waiver Form

This is the most important setting to update! This is where you add your legal waiver.

Image Modified
  • Title: This contains the instructions to the lead to read and agree to the waiver. You can customize this text or leave it with our default wording as shown below.

  • Waiver: This is a legally binding document and should be added by entering (or copying/pasting) from your current club waiver form that has been approved by your legal team.

  • Waiver Acceptance: This is a legally binding acceptance statement. You should customize this text to match the text on your waiver that has been approved by your legal team. 

    Image Modified

Anchor
addlead
addlead
Add Lead Page

  • Title: Type the instructions you wish to display to ask your kiosk lead to enter their name and contact details or leave it with our default wording as shown below.

  • Required Field: This sets what contact information must be filled out by the lead at the kiosk. The lead must fill the required fields before they can move to the next screen. Requiring a mobile number as well as an email address means that your new lead will be getting both email and scheduled call follow-up. 

Image Modified

Anchor
dropin
dropin
Permit Drop-In Workout

A Drop-In Workout (not to be confused with a Drop-In Tour) is someone who is only interested in working out and is generally using the club temporarily as they are from out of town. It's for people that you want to have sign your waiver, but not include as a lead in your InTouch Follow-Up. Enabling this option will add a screen after the lead contact information screen with two buttons. 

  • Club Tour Button Label: This should ask if they are local

  • Drop-In Workout Button Label: This should be for people who are using the club temporarily (as a 1 day guest/ drop-in workout) and are not to be added as membership sales leads within InTouch Follow-Up.

Note: A lead that marks themselves as a Drop-In Workout will still appear in your waiting Kiosk Club Tours queue. In this queue, a button called Drop-In Workout appears when Drop-In Workouts are permitted. Clicking this button ensure that this person does not become a true lead and does not receive any follow-up emails or calls but instead is captured in the Drop-in Workout sub tab in your Opportunities.

Anchor
question
question
Question Page

Number of Questions: The number of Guest Card questions your lead will be asked to answer

(we recommend three to five questions only)

when checking in. The questions

displayed are the first few questions on your InTouch Follow-Up guest courtesy card. It is not possible to custom select which questions you wish to display, only the number of questions

are pulled, in order, from your Guest Card. The number you select here does not include the Lead Source question "How did you hear about us?". Each question has its own screen on the kiosk

. Answers

and answers are not required so the lead can skip to the next question without answering a question.

Image Modified

Anchor
final
final
Final Page

This tells your lead what to do next after they finish the kiosk questions. For example, whether should they take a seat or meet you at the front desk.

Image Modified

Image Modified

Anchor
leadsource
leadsource
"How did you hear about us?" Screen Options

The options on this screen match your lead sources, which are set in the main InTouch Follow-Up application under the Admin tab, Lead Properties. The lead sources on the kiosk can be a sub-set of the lead sources in your main InTouch Follow-Up application.

Image Modified
  1. Go to the Admin tab

  2. Go to Lead Properties tab

  3. Click Edit next to the Lead Source you want to show or hide on the kiosk

  4. Tick or untick the Show/hide flag

  5. Note: By default ALL Lead sources will show on the kiosk until you change this flag.

    Image Modified