Mandatory Custom Fields

Be sure to keep these mandatory custom fields in your account to allow for the proper use of our CRM system.

Mandatory Custom Fields To Keep In Your CRM

1. Plan Name
2. Plan Category
3. Last Check In Coach Name
4. Total Check Ins
5. First Reservation Class Time
6. First Reservation Class Name
7. First Reservation Coach
8. Last Check In Date
9. First Reservation Class Date
10. First Reservation Date as Date
11. Nick Name
12. Contact Source
13. Business Name
14. Street Address
15. Website
16. Time Zone
17. Contact Type
18. Warm Lead
19. Questions? Send us a message along with this!
20. What are your objectives?
21. How did you hear about us?
22. SMS Opt-in
23. Resume Date
24. Pause Date
25. Would you recommend us to a friend?
26. I understand that this is a request to cancel and the gym’s policy on cancellation will be considered to determine final date of membership
27. Please select the option below that best describes your reason for leaving
28. Additional Comments/Questions
29. How would you describe your satisfaction with the coaching received from us?
30. How satisfied are you with your overall experience?
31. How clean were the facilities?