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Recovr Help Desk
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Client Management

Here you'll find tools, strategies, and best practices to manage member activity, handle outreach, and support retention. By effectively managing client interactions, you can create a positive experience that encourages loyalty and long-term satisfaction.
  • General Overview And Terminology
  • Client Management
  • Memberships and Packages
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    • General Overview And Terminology
    • Client Management
    • Memberships and Packages
  • Priority Actions

    Priority Actions: Your Tool for Member Retention The Priority Actions tab in the recovr portal is designed to help you proactively engage with members who haven’t attended recently, ensuring they s...
  • How Often Should I Check the Portal?

    We recommend checking the portal daily, sometimes even twice a day e.g. once in the morning and once at night. This regular check-in ensures that you're staying on top of your goals and keeping you...
  • What's the Best Way to Reach Out to Someone?

    There’s no one-size-fits-all answer when it comes to the best way to reach out to someone. The most effective communication method often depends on the individual’s preferences, age, and how they t...
  • How Long Should I Wait Before Reaching Out Again?

    When managing client relationships, the timing and frequency of follow-ups can significantly impact your ability to re-engage clients. The Priority Actions tab in the Recovr Portal helps identify t...
  • Why is Someone Still Showing Up in the Portal?

    You may occasionally notice that a client who has cancelled their membership or a staff member who has left is still appearing in the recovr Portal. This can lead to confusion and clutter in your c...
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