Enable Need to see on a contact's profile to flag the account for your team. A flag icon appears next to the contact's name, so any staff member who opens the profile knows to follow up.
When to Use It
- Payment collection: a payment failed or the card on file has expired, and you need new billing details.
- Sales follow-up: a trial student or lead is ready for an enrollment or upgrade conversation.
- Progress check-ins: an instructor wants to talk with a student or parent about progress, a promotion or a goal.
- Missing students: someone hasn't been to class in a while, and you want the next staff member who sees them to check in.
- Anything else your team should know: a form to sign, gear to pick up, a schedule change and so on.
Add a note to explain why you flagged them. See our article on adding notes and follow-ups.
Enable Need to See
- Visit redbeltgym.com.
- Sign in to your account.
- Click Contacts in the left-side menu, then search for the contact and click their name.
- At the top of the profile, click Need to see. The button turns red, and a flag icon appears next to the contact's name.
Follow Up and Clear the Flag
- When you see the flag, check the contact's Notes & follow-ups, Billing, Attendance or Upgrade sections to find out why they were flagged.
- Follow up with the student.
- When you're done, click Need to see again to disable it. The flag goes away.