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The Guest Log & Opps Added

The Guest Log is like your Guest Register. It shows...
  • Who came in today
  • What they came in for (Club Tour, Orientation, a Walk-­‐In, etc)
  • The Lead Owner
  • The Staff person that met with this customer today
  • Did they make a purchase? Did a Membership Lead buy a membership or did a PT Lead buy PT?
  • What’s Next: The next action for this individual – Did they schedule another appointment to 
come back? If not, is a phone call scheduled to follow up? 

To Access the Guest Log:

  1. Select Guest Log Tab. The default view under this main tab is the Guest Log. 


Guest Log: Opps (Opportunities) Added

The Guest Log: Opps Added shows all the new leads and new walk-­ins entered on the date listed. It also shows the number of leads added next to the date in the top right.

To Access the Guest Log: Opps Added

1.Select the Guest Log tab

2.Select Opps Added

 

 

 

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