By overriding a follow-up action, an employee suspends a Prospect or Member’s follow-up contact until a specified date. Often, this occurs after an employee happens to make contact with the Prospect or Members outside of the club’s set follow-up schedule. However, due to a follow-up’s value, not every employee is allowed to perform an override.
Arranged, below, are the lists of staff positions that possess the authority to override either a Membership or PT Follow-Up, respectively.
Membership Follow-Up
- Club Admins
- Location Managers
- Assigned Membership Follow-Up Employees
- Front Desk
-This occurs only in cases where Front Desk staff can access the Prospect’s account.
PT Follow-Up
- Club Admins
- Location Managers
- Assigned PT Follow-Up Employees
- Assigned Trainers
- Front Desk
-This occurs only in cases where Front Desk staff can access the Member’s account.
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