Welcome to InTouch!

This page will guide you through some easy step-by-step instructions on what to do first with your new InTouch site. It's best to get started with these steps right away so your Training Sessions can focus more on InTouch usage and reviewing any questions that arise as you get started.

Log In

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Edit Club Details

Update your club's name, address, phone, etc so that it can be used for your email and text message communication.

1. Go to the gray Admin tab on the far right

2. Select Club on the blue bar

3. Click Edit in the bottom center

4. Complete the Club Details section on the left hand side

5. Click Save in the bottom center

6. If you have multiple clubs, InTouch will display the Club Name of the site you are logged in to at the top of the screen. You can switch between your sites by clicking on the club name and selecting the site name for which you want to log in. It is recommended that you log in to each club and edit, at minimum, the club name for each location before moving on to Adding Staff.
   
   

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Add Staff

Add a staff account for anyone that will need access to your InTouch. It's best for each staff account to have a unique email address. Sales and Management Staff should all have their own account, however, you may choose to have Front Desk staff to share one login if they won't be responsible for individual lead or member follow-up.

1. Go to the gray Admin tab on the far right

2. Select Staff on the blue bar

3. Click New Staff from the Admin Links menu on the left hand side

4. Enter the staff's Contact Details (red asterisks indicate required fields)

5. Create a username and password. When your new staff logs in, the new user will be prompted to update his/her username and password.

6. Select a Permission. This is the level of access this person will have to various InTouch features. Permissions are set up on our best practices, but can be created and/or adjusted later on.
   
   

    

7. If you have multiple clubs to which this particular staff person needs access, complete the following. If not, skip to #10.
   Click Edit under Can Access Following Clubs

8. On the left side, click the green plus button next to each location to which this staff needs access. This will move the club to the right side column.
   
   

    

9. Click Save to return to close the Club Access box

10. Click Save in the bottom center to create your new staff account

• Learn more on how to add or edit staff

• Learn more on assigning staff to multiple locations

Set up your Guest Kiosk

If you've selected the Guest Kiosk license option...

1. Set up your iPad to turn it into a kiosk.

2. Customize your kiosk settings and, most importantly, add in your club's liability waiver.

Prepare your data import files

If you've selected the Data Import option*, you'll need to prepare up to three files: one file for lead data, one file for member data, and one for former member data.

1. Prepare each data file to ensure your data gets imported correctly. We will instruct you on where to send these files during or after your Setup and Training session.

*If your InTouch sites(s) will be integrated with your Club Management System, please wait on this step until discussing more specific details in your Admin & Setup Training.

Review FollowUp Best Practices

All new sites are set up with our best practice followup schedule enabled. With this already set up for you, leads and members will start receiving emails and text alerts without any additional work on your part. However, we do recommend you review all email and text content as it is important to see what communication being sent on your club's behalf.

1. Review the email content and schedule

2. If you'd like to make make changes, you can edit existing content and/or create new content at any time.

Advanced Options

Congratulations! Your basic InTouch setup is complete!

The next steps are to learn how to use InTouch, start adding leads, and also learn about the many different customization options.

For example, you may want to:

• Set up a Web Lead Form to capture new leads from your website (and set up corresponding email specifically for those leads)

• Add or change Lead Sources, Not Interested Reasons, and/or Member Cancellation Reasons

• Adjust various Permissions to add or restrict features for staff roles

• Adjust settings for Appointment (Event) Types