This article will walk you through the different ways to know if a lead or member has given proof of vaccination in regards to local/state guidelines.
1. Create Custom Categories: You can add a custom category to their customer profile page. This will allow you to filter when locating clients under the Prospect and/or Member tabs.
The studio could set it to be "No" by default and then change it to "Yes" once the vaccination shot is proven. Click the edit pencil to make the adjustments.
2. Create Form/Sales Presentation: This option will provide a visual alert on the roster and make it required for all prospects and members. This will alert you on the account and Bookings tab that a waiver is needed but in this case, waiver is acknowledgment that a vaccine shot was proven.
- Example of how it will display on the member's account; hover over the X to view more details.
- Example of how it will display under the Bookings (New UI) tab; you will see a No Waiver on File tag for service bookings and a pencil icon next to customers booked for a class.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Please see the requirements in each article linked