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InTouch Follow-Up Icons
This page explains all of the icons that appear in InTouch Follow-Up.
| Icon | Name | Description |
|---|---|---|
 | Appointment | Any type of appointment (i.e.: Tour, Orientation, PT Session, etc) that has been scheduled, but not yet confirmed, checked-in, showed-up or cancelled. It's status is Open. |
 | Confirmed Appointment | Any type of appointment that has been marked as confirmed |
 | Checked In Appointment | Any type of appointment that has checked in. This means the lead has checked in through the kiosk and has not yet been marked as "Take on Tour". This icon is only seen in clubs using the InTouch Welcome Kiosk. |
 | Completed Appointment | Any type of appointment that has been completed. A completed appointment means that the person showed-up. |
 | Cancelled Appointment | Any type of appointment that has been marked as cancelled. Canceling an appointment requires the user to enter in a note or reason why - this note is recored in the lead/member's history. |
 | Call | A scheduled phone call to be made to the lead or member listed next to the icon. This call is still Open, meaning it has not been completed or cancelled. |
 | Completed Call | A phone call that has been completed. This means the call was marked as Answered or Left Message. The Call Later option keeps the call in an Open status. |
 | Cancelled Call | A phone call that has been marked as cancelled. It could be cancelled manually or by the InTouch system. Canceling a calls requires the user to enter in a note or reason why - this note is recored in the lead/member's history. |
 | Task | Any manual reminder you want to set. Tasks must be associated to a lead or member. For example, you might set a task if you need to leave a pass at the front desk for a lead on a certain day. |
 | Completed Task | A task that has been marked as completed. |
 | Cancelled Task | A task that has been marked as cancelled. Canceling a task requires the user to enter in a note or reason why - this note is recored in the lead/member's history. |
 | ||
 | SMS Text Message | |
 | No Club Visit | A membership lead that is currently in the No Club Visit lifecycle group. This means that the lead has not yet visited your club. For clubs using the InTouch Welcome Kiosk, leads that have checked in through the kiosk will remain in this lifecycle group until staff mark the lead as "Take on Tour" through the Kiosk Club Tours queue. |
 | Visited Club | A membership lead that is currently in the Visited Club lifecycle group. This means that the lead has visited your club, but has not yet started a trial and has not yet joined. |
 | Trial | A membership lead that is currently in the current Trial lifecycle group. This means that the lead has been "Moved to Trial" and today's date is currently the start date, middle or end date of that Trial. |
 | Expired Trial | A membership lead that is currently in the Expired Trial lifecycle group. This means that the end date for the lead's membership trial is in the past. |
 | Not Interested | A membership or personal training lead that has been marked as Not Interested. When marking a lead as Not Interested, the user is required to select a reason why - this note is recored in the lead's history. |
 | Sale | |
| Drop-In Workout | This icon is only seen in clubs using the InTouch Welcome Kiosk. | |
 | Lead | |
 | PT Lead | A personal training lead or personal training sale. |
 | Member | |
 | Expired Member | |
 | Deleted | |
 | History | This shows the history of the lead or member. Move your cursor over the icon for a pop-up box with all notes and records related to that lead or member. |
 | More Info | This icon means more information is available. Move your cursor over the icon for a pop-up box that will give you more information about the item the icon is beside. |
 | Warning |
See Also...
- Homepage
- Calendar
- Agenda
- Opportunities
- Members
- Guest Log: Daily Log & Opportunities Added
- Reports
- Follow-Up
- Admin