This article will guide you through the steps on how to create a class and set it up as a consult. Consultations create a sense of value to the prospect, even though the main purpose of this scheduled "service" is to sell club services to the client. It also allows you to track consultations effectively through our Sales Process report and Advanced Business Automation Daily Production Report.
1. Add a Class Type
Navigate to Setup > Scheduling > Classes/Groups.
Under Add A New Class Type enter your new class and click Add The New Class.
2. Class Settings
Only active classes can be added to your class calendar. To activate, click the edit pencil next to your class. This will take you into Class Settings.
Class Is A Sales Consultation - this indicates the class is a sales consultation and will allow you a means for tracking via the Sales Process Report.
Is This A Membership Consult? - Select Yes if the consult is intended for your leads/prospects.
Select Class Purpose - this will factor into the Sales Process Dashboard
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access classes / group setup