What you'll achieve
Improve lead follow-up and avoid losing inquiries. In Gymtria, always check your role and available features before making changes.
A clear workflow helps prevent duplicate records, schedule issues and reporting mistakes. Follow your gym policies and local regulations.
Step by step in Gymtria
Sign in with an authorized account and follow the steps in order. Labels may vary by role and language.
- 1
Review the available Leads or Inquiries area.
- 2
Identify the service or class that attracted interest.
- 3
Reply with updated plans, times and requirements.
- 4
Record each stage of sales follow-up.
- 5
Verify availability before converting a lead to a membership.
Common mistakes and recommendations
A reservation is not automatically an attended class, and a membership does not necessarily mean a completed payment. Verify the actual status.
Make sure you are working with the correct gym and location.
Avoid duplicated members, classes and transactions by checking existing records.
Protect member, staff and other sensitive information.