Tasks are actions that pertain to members. which can be completed either by staff members manually, or by GymMaster automatically.
Staff Action Tasks
When to Personalize Tasks (Staff Action Required)
Personalized tasks are used to prompt specific staff actions tailored to individual member needs and operational requirements.
Examples where you could apply personalized (staff action required) tasks include;
Member Follow-ups - assign personalized tasks to staff members to follow up with leads or new members
Member Feedback Resolution - create tasks for staff to address and resolve member feedback or concerns
Member Requests - assign appropriate staff member to fulfill a member request
Class or Training Session Preparation - remind staff to set up specific equipment, materials, or facilities
Tour and Orientation - when a new member join, assign tasks for staff to conduct personalized tours and orientations
Member Recognition - assign tasks to personally acknowledge and celebrate member achievements and milestones
Event Coordination - for special events assign tasks for planning, organizing, and running the event
Equipment Maintenance - assign tasks to staff for routine equipment inspections, maintenance, and repairs
Automated Staff Task
A task that is automatically generated to prompt Staff to perform an action.
For instance, if a member’s account becomes overdue by a set number of days, Task Automation can automatically prompt staff to reach out to the member.
Go to Task Automation > Add Task Type
Create a Task Type which responds to the Trigger event to prompt staff action
Staff Member will see Task come up when trigger occurs, under Task
Manual Staff Task
A task that is manually created to prompt Staff to perform an action in regards to a Member.
For instance, reception staff from the morning shift require staff from the evening shift to followup on a member request, this can be added as a one-off manual task.
Go to left side menuTask > Add New Task
Assign an existing Task Type manually to a member without automated triggers
If no task type is relevant, assign a General Task Type for such occasions and use description field to convey specific instructions to staff
This method serves to initiate staff action by designating specific tasks
Personal Member Communication Task
When a member requires personal communication, a task can be generated to ensure the correct staff member is aware and follows through.
Completing this process through the Communication Tab within the member’s profile ensures a communcation log is maintained alongside existing communication history.
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