How To Use The Calendar

The calendar in GymSales is primarily used to schedule sales appointments or tours. When viewing the calendar you can see the outcomes of each appointment along with the appointments you have scheduled in the future. You can also schedule appointments for leads or complete an outcome of an appointment from the calendar page. At the end of each day, be sure to complete the outcome for leads with the light grey color.

1. Toggle Between Dates

Click the left or right arrows to toggle between months, weeks, or days. Click Today to jump to today's date.

2. Select the Event Employee

If you are integrated with ABC's IGNITE Membership (formerly DataTrak), you can select the Event Employee to view only the events assigned to that individual.

3. Select the "Assigned to" User

Click the Assigned to user... drop-down list to view appointments assigned to a specific user.

4. Select the Time Frame

Click a time frame to view by month, week, day, or per user.

Note: The per user view shows Appointments under the Assigned Salesperson, not the person who booked the event.

5. Select the Sale Type

If you are integrated with ABC's IGNITE Membership (formerly DataTrak), you can select the  Regarding filter to show only events related to a specific sale type. For instance, you can filter to only see appointments related to Personal Training.

6. Complete an Outcome

Click a lead's name to complete an outcome.

7. Refer to the Legend

The Legend shows the color associated with a particular outcome.