How can we help?

1.

Start inside the User Search page. To the right of the User Search bar is the Search Actions drop down box. Click it.

User Search > Search Actions

2.

The Search Actions menu will expand. Scroll through and click ‘Reschedule Follow-Up’.

                                           

> ‘Reschedule Follow-Up’

3.

Here, the Reschedule Follow-Up pop-up window will appear.

                              

To begin the rescheduling process, select the range of dates over which the follow-ups will be redistributed. This is done by clicking each calendar icon and manually setting the date(s).

Once the user has designated a date range, Club OS will evenly divide the total number of follow-ups to be redistributed over the newly selected number of days. Example: If Employee A sets their 100 follow-ups to redistribute across four days’ time, each date would then reschedule twentyfive follow-ups.

If wishing to reschedule for one solitary date (as opposed to a date range), simply set both the Start and End date for the exact same day.

           

Note: Be aware of the availability of the employee assigned to perform follow-ups. This window is not synced to a club’s calendar and, thus, will add to that employee’s workload regardless of their saved availability.

> Set Start/End Dates

4.

Select the follow-up category for which rescheduling is meant to occur: Membership or PT Sales.

                   

> Select Follow-Up Type

5.

The last feature, the ‘Limit’ box, is an optional step. This exists for users seeking to reschedule only a fraction of their overall follow-ups.

                       

Example: If Employee A only wanted to reschedule half of their 100 follow-ups, they would then type ‘50’ into the Limit box. Fifty follow-ups would then re-schedule while the other fifty remained untouched.

> (Set Follow-Up Limit)

6.

When finished, click ‘Go’ to save.

                                               

> ‘Go’ Button

Overdue Follow-Ups

To isolate your overdue follow-ups you'll want to navigate to the bottom of the User Search page and use the Time Range filter. In the drop-down, choose Follow-up (M) Date. This will be looking at when the Membership follow-up is due. In the calendar boxes below the drop-down, leave the left calendar box blank to say beginning of time and choose yesterdays date form the right calendar box. This will isolate all overdue membership follow-ups. You can use Follow-up (PT) Date and the same time range settings to isolate overdue PT follow-ups.

If done correctly, the results at the top of the page will match the overdue follow-up count found in your follow-up queue.