This article will guide you through creating a To Do item for a client in ClubReady. To Do items are assigned by staff and are visible to the client through their Wellness Portal, helping them stay on track with goals and tasks related to their membership.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Member Management: Wellness — Can Access Member Wellness Options
How to Add a To Do Item
1. Access the Client's Wellness Screen: Search for and select the desired client.
Click the WELLNESS button to navigate to the Wellness screen. Scroll down and click the Add A To Do link.
2. Complete the To Do Item Fields: Enter the following information:
- Item Name — Enter the name of the task the client needs to complete.
- Color For This New Item — Select a color to help visually identify the item on the client's To Do list.
- Optional Reminder Date — Select a date from the calendar by which the client should complete the task.
- Optional Note — Enter any additional details or a description for the To Do item.
Click Add To Do List Item to save.
3. How the Client Views Their To Do List: Once saved, the To Do item will be visible to the client through their Wellness Portal. The client can view it by logging in and navigating to Home > My To Do Lists. The assigned To Do will display at the bottom of the screen.
Frequently Asked Questions
Q: Can a client see all To Do items assigned to them regardless of which staff member created them?
A: Yes. All To Do items assigned to a client will appear on their To Do list in the Wellness Portal under Home > My To Do Lists, regardless of which staff member created them.
Q: Can a To Do item be edited or removed after it has been saved?
A: To Do items can be managed from the client's Wellness screen. Navigate to the client's profile and click the WELLNESS button to view and manage existing To Do items.