You would have received an email from GymLeads with a link to get your account started. Follow these steps to set up your account and first location. 

It’s important your leads know who you are and how to get in touch with you.

Ensure your timezone, signature email and signature phone number are set. 

Update your profile via this path;  Settings Tab > Profile. 

To ensure that you are receiving relevant updates from GymLeads, update your communication preferences to reflect how you will be using GymLeads. 

You can do this via this path; Settings Tab > Communication Preferences. 

Check your Company Account details are correct to make sure that your business is being represented properly to your leads. 

You can do this via the Settings tab > Company Account. 

Check your Location details are correct when you first get started - a quick double check of the details will make sure that your business is being represented properly to your leads. 

You can do this via the Settings tab > Locations > Click on your location. 

Invite your team to GymLeads so they can share the workload with you. We have different user roles to ensure you give your team appropriate access.

Follow these steps to invite and manage your team 

One of the greatest things about GymLeads, is that is integrates with several member management platforms and Facebook. 

Click on your Member Management platform to learn how to integrate it with Gymleads; MINDBODY, GymMaster, OneFitStop and PerfectGym.

Follow these steps to integrate with Facebook. 

Email to lead maps allow you to capture leads directly from your website and populate them automatically into GymLeads. 

Follow these steps to add your first email to lead map

Every fitness business has a different approach to sales, at GymLeads we help you track this sales process by customising a four step sales funnel. 

You can update the funnel steps by going to the Settings tab > Sales Funnel.  

Trials are a great way to keep track of your leads that are in a trial at your location. If your location offers trials to your leads, make sure you set up your trial options. 

Follow these steps to set up trials for your location. 

GymLeads allows you to track what deals are being offered to your leads when you close them. 

Follow these steps to set up deals for your location. 

You will need to load some SMS credit onto your account, so you can send SMS messages. We recommend setting up your SMS credit to auto-top up so that when your balance is low, it will automatically top up for you. 

Creating some templates for commonly sent emails and SMS is a great way to save time for later on. 

Some recommendations for emails and or SMS templates to create are; Appointment confirmation messages, Appointment Reminder Messages, ‘Thank you for your enquiry’ messages and ‘Welcome to your facility’ messages. 

Follow these steps to set up HTML email templates for your location.

Follow these steps to set up SMS templates for your location.

One of the things we really don’t like doing at GymLeads is wasting time! Import a spreadsheet of all your existing leads in CSV format. 

A few things to remember when doing your CSV import - make sure that you include a status, a sales person and any relevant tags.

Chances are you have some goals to hit! You can set default sales targets for your team on either a weekly or monthly basis. 

Call schedules are a great way to ensure your leads are being called promptly and removes the need to manually schedule calls. Create different call schedules for different lead sources and use the templates that you created earlier to set automated emails/SMS to be sent if your call is unsuccessful. 

Follow these steps to set up Call Schedules for your location 

Funnels are a great way to automate emails and SMS to your leads. You can set up as many funnels as you like. 

Some common funnels to set up are; appointment confirmation funnel, appointment reminder funnel and new enquiry funnel. 

Follow these steps to set up your first funnel