Follow up people who enquired
When someone walks in or calls to ask about joining and leaves without joining, add them to Enquiries. GymLedger reminds you when to call them back, and when they join, one tap turns them into a member.
Steps
Open Enquiries in the menu. On a phone it is under More.
Tap Add Enquiry. Enter their name and phone, and what they asked about.
Pick when to follow up: Tomorrow, In 3 days or In a week, or choose a date. Then tap Add Enquiry.
Each day, open Follow up now. It lists everyone due today or overdue.
Tap the phone icon to call, or the chat icon to open WhatsApp with a message ready. The message goes from your own WhatsApp.
Not ready yet? Tap Later to follow up in 3 days.
When they join, tap Add as member. Their name and phone are already filled in. Choose a plan and tap Save Member. The enquiry moves to Joined.
Good to know
If they say no, tap the edit icon and set Status to Lost. They stay in the Lost list, so you can still find them later.
If an enquiry's phone number already belongs to a member, it shows Already a member. They probably joined. Edit the enquiry and mark it Joined.
Enquiries are not members. They don't count on your dashboard, and they get no reminders from GymLedger.
Staff who can add members can also add and follow up enquiries.
When it doesn't work
"Enter a 10-digit phone number." You need a number to follow up. Ask for one, or put in the number they called from.
The WhatsApp button opens but says the number isn't on WhatsApp. Call them instead.
I added them as a member but the enquiry still says Open. Edit the enquiry and set Status to Joined.