Tasks

Tasks in GymFlow are essential reminders for follow-ups, check-ins, and any actions that require attention at a later date. Using tasks actively ensures that no follow-ups are missed, maintaining efficiency and member satisfaction.

When to Use Tasks

• New Member/ Lead Follow-Ups: Set reminders for check-ins during their onboarding process.

• Freeze/Unfreeze Dates: Track when memberships are to be frozen or reactivated.

• Payment Follow-Ups: Remind staff to follow up on pending or failed payments.

• Expiring Memberships: Ensure timely contact with members whose memberships are nearing expiration.

Setting a Task

1. Locate the Member Profile.

2. Add a Task:

   • Click the plus (+) button to create a new task.

3. Name the Task:

   • Use a clear and descriptive name to outline the task's purpose.

4. Add Notes:

   • Provide concise notes (character limit) to guide the person completing the task.

5. Assign Users (Optional):

   • If the task needs to be completed by a specific staff member, add them under Associated Users.

6. Set a Deadline:

   • Choose the appropriate date and time for the task to be actioned.

   • Ensure the time falls within staffed hours.

Completing a Task

1. Locate Tasks:

   • Go to the Task Tab, where tasks are sorted by their due date.

2. Action the Task:

   • Complete the required action outlined in the task notes.

3. Mark as Complete:

   • Once done, mark the task as completed in GymFlow.

4. Leave Detailed Notes:

   • Record all actions taken to provide context for future reference.

   • Example: “Called member on [date], updated payment details, and confirmed next billing date.”