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How Do I Add Notes to Member Profiles?


This article outlines the primary methods for adding notes to a member or prospect profile. Club OS is built with two different categories of notes: Lead Notes and General Notes. Utilizing notes can help a club customize pitches for prospects and personalize a member’s customer service experience by keeping record of interests, goals, progress, preferences, or life events.

The five different ways in which to add notes on the system are listed below as methods 1-5. Click any method to learn more about it.  

Method 1 - How to Add Lead Notes Through a Member Profile 

Method 2 - How to Add Lead Notes Through the Follow-Up Window

Method 3 - How to Add Lead Notes Through the Direct Contact Window

Method 4 - How to Add Lead Notes While Adding a New Lead

Method 5 - How to Add General Notes Through the Fitness Profile

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