Additional Resources
- Report Scam or Fake Account
- When Session Credits are Added
- Best Practices: Managing Wait List Bookings
- Troubleshooting: Amenity Showing Unchecked
- Status Of The Credits & Bookings Issued By An Invoice
- How are Free Sessions Credits Added on Account
Add A New Prospect
Adding/Deleting
- Best Practices: Email Tags
- Best Practices: Using ClubReady Links for QR Codes
- Bounced Emails
- Can I see when an email template was updated?
- Communicating With Past Due Clients - Email Blast
- Complete Guide: Emails
Automation Rules
- Best Practices: Automation Rule to Send Out a Waiver 1 day Before First Booking
- Best Practices: Automation Rules for Birthdays
- Best Practices: Automation Rules for Late Cancel Fees
- Best Practices: Automation Rules for No Show Fees
- Best Practices: Automation Rules to Change Lead Type to Not Interested
- Best Practices: Class Attendance Rules
Lead Management Dashboard
Profile
- How-to: Update Class Count
- Referred Members
- Assign An Internal Prospect Type To A Member
- How-to: Locate and Enter Data into Custom Text Field for a Client
- How-to: Assign A Membership Type
- How-to: Send Client Personal Information
SMS
Writing Up Agreements
- Add Missing Signatures After The Agreement Is Completed
- Agreement Classification: Upgrade/Downgrade/Renewal
- Agreement Not Showing
- Agreements Overview
- Assign Internal Prospect Type During Agreement Write Up
- Best Practices: 2 Active Agreements
Lookup/Filter
- Best Practices: Intro Offers
- Best Practices: Locating Member Profiles
- Client All Detail Tabs
- Client Lookup Tool
- Client Summary Page
- Conversions: Common Areas of Confusion and Explanations of Each
Freezing An Agreement
- Best Practices: How To Extend A Freeze
- Best Practices: Managing Freeze Fees
- Complete Guide: Freezes
- FAQ: Freezing & Unfreezing Agreements
- Freeze Management: Locating Freeze Start and End Dates
- How-to: Freeze A Paid In Full (Fully Paid) Agreement
Login
Cancelling Agreements
Membership Status
- Create An Internal Prospect Type
- Difference Between Customer And Member
- Edit Customer Status
- How-to: Check a Client's Status
- How-to: Edit a Membership Status
- Manually Convert A Prospect To A Member
Auto-Renewal
Assign Staff
Draft
Barcodes and Check-in
Bookings
Client Booking Capabilities
- Best Practices: Tying Session Credits To Open / Unpaid Bookings
- Classes / Group Booking Settings At The Corporate Level
- Make A Booking Without Session Credits
- Schedule Sharing Between Clients
- Session Credit Groups
- Session Credit Sharing
Communication Preference
Payment Profile
- ACH Payment Profile Disabling for Insufficient Funds Returns
- Edit Credit Card On File Expiration Date
- Enforce Payment Details When There Are Future Invoices
- How Can A Client Update Their Credit Card On File?
- How-to: Bill to a Responsible Member
- How-to: Disable Payment Profile
Invoices/Billing
- Adjust An Invoice
- Bulk Adjust Agreement Invoices
- Cancel an Invoice from Another Location
- Change Sales Person for a Product
- Consolidated Refunds
- Disabling Draft On Individual Invoices
Responsible vs. Non-Responsible
Tasks
Work It
Notes/Alerts
Presentations
- ClubReady Presentation Viewer App
- Create A Waiver Using Custom Forms
- Enable Waivers to Automatically Check In Leads
- How-to: Access a Presentation / Waiver from a Client Profile
- How-to: Add a Waiver / Club Form to a Presentation
- How-to: Create a Sales Presentation
Image
Files
Merging
Guest Pass
Wellness Portal
- Login As A Client Into The Wellness Portal
- Progress Photos
- Wellness Portal: Contact Us Feature
- Make A Booking Through The Member Wellness Portal
- Adding A Fitness Evaluation To A Client
- Access An Existing Fitness Evaluation For A Client