Frequently Asked Questions
Creating a Prospect
When a Prospect is created a Guest Pass can then be issued to the customer with a set expiry date and number of visits allocated. In addition to this the customer can also be placed on a retention pathway to ensure the appropriate follow up is taking place.
An example of this would be a follow-up phone call a number of days after a gym tour.
Reporting can also be carried out to see how many Prospects are converted into Members, Visit Pass Holders or Students.
To create a prospect please complete the following steps:
1. Go to POS>Customer>Prospects;
2. Press the New Prospect button;
3. Enter the Last Name, First Name, Title, Gender, Mobile phone & Email address, a photo may also be loaded by selecting the grey box to the right of this information;
4. Select a retention pathway by using the Prospect Program box (Highlighted in red below):

Note: If the customer is coming as part of a 'Bring a Buddy' type campaign you can also record the member referring the prospect using the Referred By box.
5. Complete the Contact Details tab if required;
6. If the Prospect has been added as part of a promotion, add this information using the Marketing tab:

7. Press Save.
Note: If required a guest pass can also be issued using the Guest Pass tab.
An example of this would be a follow-up phone call a number of days after a gym tour.
Reporting can also be carried out to see how many Prospects are converted into Members, Visit Pass Holders or Students.
To create a prospect please complete the following steps:
1. Go to POS>Customer>Prospects;
2. Press the New Prospect button;
3. Enter the Last Name, First Name, Title, Gender, Mobile phone & Email address, a photo may also be loaded by selecting the grey box to the right of this information;
4. Select a retention pathway by using the Prospect Program box (Highlighted in red below):
Note: If the customer is coming as part of a 'Bring a Buddy' type campaign you can also record the member referring the prospect using the Referred By box.
5. Complete the Contact Details tab if required;
6. If the Prospect has been added as part of a promotion, add this information using the Marketing tab:
7. Press Save.
Note: If required a guest pass can also be issued using the Guest Pass tab.
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Last Updated 4 years ago