Contact Management

Managing Contacts and using the different groups within a life cycle of a contact with your facility.

Antonio Olander avatar Sofia Zúñiga Vega avatar Christen Schneider avatar
45 articles in this collection
Written by Antonio Olander, Sofia Zúñiga Vega, and Christen Schneider

Batch notes

Add notes to several contacts at the same time
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Creating Milestones

Create custom milestones to recognize client attendance
Christen Schneider avatar
Written by Christen Schneider
Updated over a week ago

Add Fit Pro Tracker email to a Save email list

Email save list
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Import Contacts

Import Contacts
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Referral Management + Video

Get information from leads in an easy and quick way
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Contacts Birthday

Keep track of contact birthdays so you can congratulate them
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

SMS or Email Error

Fix SMS texts or Email messages
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Remove Tags

Individual or batch tag
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Exporting your contacts

Export contacts
Antonio Olander avatar
Written by Antonio Olander
Updated over a week ago

Follow Up Task - New UI

Create, assign and manage follow up task for your contacts
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Change contact group in templates

Change contact group in SMS or email templates
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Unsubscribe to email

Clients can unsubscribe to your email
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

How to view all Assigned Tasks

You can see all your staff assigned tasks in one same spot
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Download contact information

Grant rights to you or your staff
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Tags

How to add tags to your location and contacts
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Appointment

How to add appointments to your location
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Promotions (CRM)

How to add promotions to your location (CRM)
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Memberships (CRM)

How to add memberships to your location (CRM)
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Add Staff Member - New UI

Staff Management
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Emails "From Label"

Set up the label you want to have in your email
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

How to create SMS and Email Templates

Always saying the same thing, then create a template to use in a text message or email.
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Pin and Un-Pin Notes - New UI

Option to Pin and Un-Pin Notes
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

How to send an Email

Send an email with Fit Pro Tracker
Antonio Olander avatar
Written by Antonio Olander
Updated over a week ago

Checklist

Create a checklist to review your client's progress
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Location Email

How does your location email work?
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

How to send a Sms Text message

Find and select a contact in your database to send a text message.
Antonio Olander avatar
Written by Antonio Olander
Updated over a week ago

Delete Scheduled SMS or Emails

Delete scheduled SMS or Emails
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

User Permissions

Grant permissions to access parts of the system
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Batch SMS

Send Batch SMS
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Batch Follow Up

Batch Follow Up
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Archive Clients

How to archive clients
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Follow Up

Check the Follow Up Tasks
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Schedule SMS or Email

Schedule SMS or Email
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Add a document to a client

Add a document to a client
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Batch Email

Send batch email
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Schedule Appointments - New UI

Schedule appointments for your clients
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Add Membership / Promotion to a client (CRM)

Add membership / Promotion to a client (CRM)
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Delete Individual and Multiple Contacts

Delete Contacts
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Contact Tags

Contact Tags
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Filters

Contact filters
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Assign or Unassign a Contact to a Staff Member + Video

Assign or unassign a contact to staff
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Edit Client's Profile - New UI

Steps to edit the client's profile
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Change Contact Group

Change the client's group
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago