Staff User Guide
This page is under construction. You can download our pdf version here.
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).
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This guide is for day to day usage of InTouch FollowUp
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