This article will guide you through manually adding tasks for members, locating existing member tasks, and working tasks through the Work It tool in ClubReady. Note that members will not display in the Lead Management Dashboard — use the steps below to manage tasks specific to members.
Content:
- Before You Begin
- How to Manually Add a Task
- How to Locate Member Tasks
- Working Member Tasks
- Frequently Asked Questions
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Member Management: General — Can Access Member Options
- A user is considered a member once they have purchased an agreement at your studio. Members will not display in the Lead Management Dashboard. Use the Members/Customers tab to manage member-specific tasks.
How to Manually Add a Task
1. Locate the Member: Search for and select the member or customer you wish to create a task for.
2. Access the Task Creation Screen: A task can be created from any of the following locations:
- Tasks Tab — Select the Tasks tab from the client's profile.
- Work It Icon — Click the WORK IT icon from the client's profile.
- All Detail — Navigate to the client's All Detail page.
3. Complete the Task Fields: Enter the following information to set up the task:
- Call — Clicking this will populate the client's phone number into the Add New Task field.
- Add New Task — Enter the name of the task.
- Due Date — Set the date by which the task should be completed.
- Assigned To — Select the staff member responsible for completing the task.
- Optional Color — Assign a color to the task border to indicate priority or response level.
- Assign A Purpose — Classify the purpose of the task for reporting and organization.
- Assign A Priority — Select the urgency level of the task.
How to Locate Member Tasks
Navigate to the Members/Customers tab and select the Tasks tab. From the top right corner, use the filter options to narrow down the task list:
- View only your own tasks
- View tasks assigned to a specific staff member
- Show all member tasks
Click the WORK IT button next to a member's name to proceed and complete the task.
Working Member Tasks
Clicking the WORK IT icon will open the Work It panel, which provides the following options for working the task:
- Contact — Log a contact or communication with the member.
- Sales Scripts — Access available sales scripts to guide the conversation.
- Fast Book — Quickly schedule a booking for the member.
Frequently Asked Questions
Q: Why can't I find my members in the Lead Management Dashboard?
A: Members are not displayed in the Lead Management Dashboard. To view and work tasks for members, navigate to the Members/Customers tab and use the Tasks tab to locate and manage their tasks.
Q: Can I assign a task to another staff member?
A: Yes. When creating a task, use the Assigned To field to select the staff member responsible for completing it. Tasks can also be filtered by assigned staff member from the Tasks tab.
Q: Can I view completed tasks as well as pending ones?
A: Yes. From the Tasks tab on the client's profile or the Members/Customers tab, you can view both pending and completed tasks.