Tasks and Task Automation

Tasks are predefined actions or reminders that automate processes within GymMaster or prompt staff to perform specific actions.

• Automated Tasks
• Staff Action Tasks
• Add Task Type
  • General Settings
  • Trigger
  • Performer
  • Expiry
  • Action
  • Email
  • SMS
  • Member Label
  • Awards
  • Prospect
• Frequently Asked Questions

Prospect

• No Action - default, no change to prospect status
• Set Not Interested - shift prospect to Not Interested Funnel Stage when event trigger occurs
  

  

  • Select reason given. To adjust reasons list, go to Prospect Not Interested Reasons
• Change Full Stage - shift prospect to specified Funnel Stage when event trigger occurs

  

  • Select new funnel stage. To adjust stages, go to Prospect Funnel Stages

Save Task Type

Add Task Type Complete
Next - Frequently Asked Questions