Adding/Deleting
- Add A New Prospect Through A Booking
- Add A New Prospect Through The Prospect Form
- Add A Prospect Through The POS
- Add Lead Widget
- Add Prospect Through External API Widget
- Add Referrals Widget
Edit Profile
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
Login
Membership Status
- Create An Internal Prospect Type
- Difference Between Customer And Member
- Edit Customer Status
- Edit Membership Status
- How To Check A Client's Status?
- Manually Convert A Prospect To A Member
Agreements
- Agreement Classification: Upgrade/Downgrade/Renewal
- Cancel An Agreement
- Cancelling A Past Due Agreement
- Change Sales Person On An Agreement Invoice
- Create Additional Cancellation Reasons
- Creating A Cancel Or Freeze Form
Assign Staff
- Assign A Primary Trainer
- Change The Salesperson On Agreement Details
- How To Reassign A Task
- Reports - Trainer Client Count
- Setup Lead Assignment
- Tools: Prospects Assigned
Barcodes and Check-in
- Assign / Update A Client Barcode
- Assign / Update A Client Pincode
- Checkin Monitor Overview
- How To Enroll Client Fingerprints
- Reports - Checkin Export
- Send A Pin Code Via Email Blast
Cross club access
Access Times
Bookings
- Cancel A Customer's Class Booking
- Cancel A Service Booking
- Export Booking Event History
- How To Log A Session
- Log A Class Booking
- Make A Booking Through The Member Wellness Portal
Client Booking Capabilities
- Add A Price To An Amenity
- Adding A New Membership Type
- Automatically Clean Up Session Credits
- Best Practices: Tying Session Credits To Open / Unpaid Bookings
- Bookings And Session Credit Status
- Change A Session Credit Type
Communication Preference
Payment Profile
Invoices/Billing
- Adjust An Invoice
- Best Practices: Evergreen Invoice Management
- Best Practices: What To Do When Client Claims A Double Charge
- Bulk Adjust Agreement Invoices
- Cancel an Invoice from Another Location
- ClubReady Invoices
Responsible vs. Non-responsible
- Ability To Add Multiple Members Per Agreement
- Allow Associated Members On A Sales Package
- Best Practices: Managing Family Plans (Add Associated Members & Session Credit Sharing)
- Bill To A Responsible Customer
- Difference Between A Primary And Associated Member
- Remove An Associated Member
Tasks
- Add A To Do Item For A Client
- Advanced Business Automation: Lead Management Dashboard
- Complete Guide To Tasks
- Customer Success & ClubReady - Recorded Webinar
- How To Create A Task Purpose
- How To Log A Client Contact Using Work It
Work-it
- Communicating With Past Due Clients - 1 On 1
- Create A Sales Script
- How To Log A Client Contact Using Work It
- How To Use Fast Book In Tasks
- How To Use The Contacts Tab In Tasks
- How To Use The Sales Scripts Tab In Tasks
Notes/Alerts
Presentations
- Reports - Waiver Conversions
- Club Forms And Sales Presentations - Recorded Webinar
- ClubReady Presentation Viewer App
- Create A Waiver Using Custom Forms
- Creating A Sales Presentation
- Enable Waivers to Automatically Check In Leads
Files
- Client Files Not Saving To The Proper Account
- How Are Client Files Transferred To A Different Account?
- How To Access A Presentation / Waiver From A Client Profile
- Reports - Form Detail
- Tools: Client Files
- Upload A File To A Client's Account