Club OS + Gravity Forms
Create Prospect, Book Appointment, and Add Note from Gravity Form Submission
Searches for a prospect in Club OS based on the data entered and creates the prospect if a user with matching information does not exist. Then creates an appointment for the prospect and adds a note to the users account.
Searches for a prospect in Club OS based on the data entered and creates the prospect if a user with matching information does not exist. Then creates an appointment for the prospect and adds a note to the users account.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this...Create Appointment
Create an Appointment for a Prospect
- then do this!Add Note to User
Adds a note to a user's account.
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- 14 day trial for premium features & apps
FormRequired
Use Admin Field Labels?
Try ItFormRequired
Attendee IDRequired
Club IDRequired
Location IDRequired
Event Type IDRequired
Visit Type
Start TimeRequired
End TimeRequired
Booking Source
Subject
Notes
User IdRequired
Club IdRequired
Location IdRequired
FormRequired
User IDRequired
NoteRequired
Note TypeRequired
Created ByRequired
Message TypeRequired
Club IDRequired
Location IDRequired
SourceRequired
First NameRequired
Last NameRequired
Email
Opt Out of EmailRequired
Mobile Phone
Opt Out of TextRequired
Home Phone
Work Phone
Origin Name
Gender
Walk In?
Interests
User IdRequired
Club IdRequired
Location IDRequired
About Club OS
The gym and studio management software you need to sell more memberships and keep more members.
Related categories
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
