This article will guide you through the steps needed to have the user's Membership/Lead Type show next to their name when looking at the Day List under the Bookings Tab.
1. Setup an Internal Lead Type
Navigate to Setup > Leads > Lead Types > Add a New Lead Type.
Proceed by filling out the needed fields, making sure Is a membership prospect type? is set as No. This allows for you to create an Internal Lead Type.
An Internal Lead Type is a way for you to classify your members and assist you with managing them. This will also display next to their name when looking at the Day List.
2. Access the Day List
Navigate to Bookings > Day List > Classes Tab.
Once a member has been assigned with an Internal Lead Type, it will display when looking at your list of attendees on this view.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: Can access setup
- Setup: Can access lead types setup
- Scheduling: Can access scheduling