This article will guide you through understanding the key differences between accessing the Corporate Portal versus Club Level.
1. Menu
Corporate Portal - Staff with permissions will have the following tabs available:
- Main Tab - Includes the Dashboard and option to access a specific club.
- Members Tab - This will include all users in the chain (prospects, members and inactive members)
- Staff Tab - All staff accounts (Including Corporate Staff and Club Level).
- Reports Tab - Available ClubReady reports.
- Setup Tab - Available ClubReady settings.
- Learn Tab - Available ClubReady resources such as articles, videos and webinar calendar
Club Level - Staff with permissions will have additional tabs to navigate and view information:
- Main Tab - Includes POS, New Agreement and Check In Monitor.
- Bookings Tab - Not available at the Corporate Level. This allows for staff to view and manage their schedules and bookings.
- Prospects Tab - Not available at the Corporate Level. This will only display leads/prospects in the club. (Users who have not yet purchased a membership agreement).
- Members Tab - This will display only members in the club.
- Staff Tab - All staff account for the specific studio.
- Reports Tab - Available ClubReady reports.
- Setup Tab - Available ClubReady settings.
- Learn Tab - Available ClubReady resources such as articles, videos and webinar calendar.
2. Navigation
Corporate Portal - Staff can access Club Level to view information specific to a location (schedule, use the Point of Sale, etc.) Navigate to Main > Dashboard > click on the house icon to access the club site.
Club Level - Staff will automatically view the specific site they have been given access to.
NOTE: You are able to navigate between different clubs by clicking on Sign Out when selecting your profile picture (upper right hand corner). Once signed out, it will direct you again to the Corporate Portal to select the next location you want to access.
3. Staff Access
Corporate Portal -From this view, staff can be given access to multiple locations. Navigate to Staff > Lookup A Staff Member > select staff account. On the left side of the screen you will see Current Location Access. Here is where you will be able to add a new location. Click the Add New Location to locate and select additional locations this employee will be able to access. After selecting each location the staff member may have access to click Add to save these changes.
NOTE: This action cannot be completed at the Club Level.
4. Reports
Corporate Portal - When running reports, it will allow for staff to view data across the chain (All Clubs, by Division, by District or a specific location)
Club Level - Staff are able to view data regarding only that specific club they are logged into.
5. Setup
Corporate Portal - Functionalities enabled/disabled at this level can affect all clubs.
Setup Examples:
- Sales Packages
- System Emails
- Automation Rules
- Contract Templates
- Email Templates
Club Level - Functionalities enabled/disabled will only affect the specific club.
6. Scheduling
Corporate Portal - Corporate level staff are not able to view and/or club location's schedule from the Corporate Portal. You will need to navigate to a specific club to access the schedule.
7. Writing A New Agreement
Corporate Portal - Corporate level staff will need to navigate to a specific club to write a new agreement.
NOTES:
- Sale Assigned To / Responsible Staff: Corporate Staff cannot assigned themselves as the sales person.
- Follow Up Tasks / Assign Staff: Corporate Staff cannot assigned tasks to themselves.
- Lead / Prospect Assignment: Corporate Staff cannot be assigned to leads.