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New Release: 6/2/17

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  • Referrals: In an effort to ensure that referrals are not incorrectly opted into automatically receiving a club’s text messages, Club OS no longer allows a referral to be added using the ‘Add Lead’ page, alone. Instead, a referral must now be entered via one of the ‘Add Referral/Preferred Guest’ links located within, both, the referring prospect/member’s ‘Add New Lead’ and ‘Prospecting’ pages. This act will also ensure that the link between the referring prospect/member and their referral is generated.
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    Kevin Malone
    Edited by Kevin Malone