Tasks

Task overview

The Task list at its essence is a to-do list. This is your primary tool to increase retention and automate member communication. Each Task in the list is made up of an event, when it occurs, an action required to complete the task, and a performer responsible for conducting the action. Each staff member has their own task list, and access to the general All Staff task list. An action for a task is generally the form of contact best for following up with the event, either phone, SMS or Email....

Setting up a new Task Type

GymMaster has a lot of sample task types already in the system, head to Settings > Task Types to check them out. You can edit these to your requirements or create a new task type if you can't see what you're after in that list. Once on the Task Setup page, you will see that the page is broken up in to sections. Fill in the Basic Settings first, giving the task a name and a description. The Task Name will be your identifier for using/locating this task in the future. The Description is a not...

Verifying automated Tasks

Tasks that are configured to email or SMS automatically will never appear in the task list because they are completed the moment that their communication action is completed. In order to verify that a task has generated and a communication has been sent for a member, head to that member's profile. Then look under their Communication tab. In this example, you can see that this facility has an automated task set up to send a Welcome! email to member's whenever they start a new membership. Fi...

Automate communication to Staff

While designed for communicating with your members, the task system can also be used to communicate to your staff or facility. When setting up an email task type there is the option to also email to the performer. When emailing the performer of a task type you can exclude the member and only send the email to your staff. In the following example, we've set up a task type to email the performer whenever a member is flagged for Tailgating (letting in a non-member) at the facility. In some cases ...