Follow-ups that actually get done
Turn “I’ll call you tomorrow” into a task that’s linked to the contact, handed to a teammate, and checked off on time. Leave nothing to memory.
You were assigned a task
Call Maya about her intro offer
Call Maya about her intro offer
Intro month ends Friday. Offer the founding rate before it lapses.
Maya RiveraAssigned toARAlexFrom “someone should” to someone did. Follow-ups, callbacks, and front-desk to-dos tracked in the same place as your conversations, not in a separate app, a group chat, or a sticky note.
“Can you call me tomorrow about the 10-pack?”
Call Casey re: membership options
Linked to Casey · View conversation
Born where the work comes up
Create a task from a thread, the contact sidebar, or the board, or let a flow create it automatically. Each one stays linked to its contact and conversation, one tap from the full story.
Call Maya re: intro offer
ARAlex owns it · due today 3:00 PM
Restock towels before 6am
Unassigned · anyone can claim it
Every task finds an owner
Hand it to a teammate and they get a push on web and iOS, or leave it in the shared pool for whoever's free. Reassign anytime; the board always shows who's on what.
Task due soon
Call Casey re: 10-pack
Task overdue
Follow up on trial week
Snoozed task is back
Rebook Chris post-freeze
Chased until it's checked off
A push lands before the deadline, overdue tasks turn red and get counted, and snoozed tasks wake up with a ping at the time you picked. The chasing is built in.
From to-do to done. See how gyms and studios keep every promise made in a conversation.
The promised call actually happens
A question in the thread becomes a linked task in two clicks. The reminder lands before the deadline, the call gets made, and the outcome is logged where the whole team can see it.
Casey Lin
Trial · day 3
Send emailCallEvery location, the same follow-through
Corporate's flow drops the same check-in on every location's desk at the same lifecycle moment, so the newest hire follows up exactly like the flagship does.
Devin Carter
Intro offer · day 5
Send emailCallFinished from the studio floor
The assignment push lands mid-rush, gets snoozed until between classes, and comes back right on time. Call made, task checked off, all from a phone.
Marissa Larimer
Membership frozen
Send emailCall
From to-do to done. See how gyms and studios keep every promise made in a conversation.
Casey Lin
Trial · day 3
Devin Carter
Intro offer · day 5
Marissa Larimer
Membership frozen
Go deeper on tasks across locations. The full guide covers which touchpoints deserve a human instead of a message, how flows hand out the work, and how staff clear it from their phones.
Operations
Using Tasks Effectively in Multi-Location Fitness Franchises: Flows, Assignment, and Follow-Through
How franchise and multi-location fitness brands turn their playbook into tasks: which touchpoints need a human instead of a message, how flows create and assign tasks automatically, and how staff complete them as a natural part of the day.
7 min read
Read the guide“The product has delivered excellent results so far and significantly boosted our conversions.”
One platform for the entire customer journey.
Every part of Helios works together, so your team runs on a single system from first hello to loyal member.