This page is under construction, but you can download the full pdf version here.
Staff User Guide
This User Manual is designed to cover day to day usage of InTouch. This is mostly for Sales Staff, but is also for Trainers and Desk Staff.
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).