Jacqueline Leonard

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Activity overview

Latest activity by Jacqueline Leonard
  • Jacqueline Leonard created an article,

    Scheduling Reimagined: Text a Class Roster

    This article will walk you through how to send a text blast to members booked on a specific class.    Navigate to Bookings > locate the desired class and click on it.   A side panel will appear wi...

  • Jacqueline Leonard created an article,

    Scheduling Reimagined: Email a Class Roster

    This article will walk you through how to send an email blast to members booked on a specific class.    Navigate to Bookings > locate the desired class and click on it.   A side panel will appear ...

  • Jacqueline Leonard created an article,

    Scheduling Reimagined: Search Functionality

    This article will guide you through using the Search Functionality with ability to displaying upcoming events for a member or instructor​.    Navigate to Bookings > click the magnifying glass.  Ty...

  • Jacqueline Leonard created an article,

    Scheduling Reimagined: Adding a Prospect

    This article will guide you through entering a new prospect while scheduling an appointment during the booking process.   Navigate to Bookings > Add Prospect.  Proceed to add their information: Fi...

  • Jacqueline Leonard created an article,

    Scheduling Reimagined: Drag & Drop

    This article will guide you through the 'drag & drop' feature when managing your Day schedule.    The "Drag & Drop" feature can be utilized for the following purposes:  Re-book a service as long a...

  • Jacqueline Leonard created an article,

    How-to: Process an Anonymous Sale

    This article will guide you through the steps on how to make an anonymous sale through the POS.    1. POS Terminal Setup The terminal must be setup to allow anonymous sales. Navigate to Setup > Sal...

  • Jacqueline Leonard created an article,

    Product Sales Corporate Report

    This article will guide you in generating and understanding the Product Sales Report at the Corporate level.  Please Note: The retrieval of reports is limited to a 10-year timeframe from the curre...

  • Jacqueline Leonard created an article,

    Lock Club Settings Page

    This article will guide you through understanding the Lock Clubs Settings at the Corporate level which allows specific club level settings to fixed and not editable at club level. Locked settings c...

  • Jacqueline Leonard created an article,

    ClubReady Process for Challenging a Dispute (Chargebacks)

    13.2, 4841, C28, 7030, 12.6.1, 4752, 13.3….Did you know that there are over 150 different chargeback reason codes? Our expert Chargeback Analysts are proficient in creating responses for each and e...

  • Jacqueline Leonard created an article,

    Bulk Update Lead Types

    This article will walk you through the steps on how to bulk update lead types in ClubReady.   1. Download Leads Excel Spreadsheet First, you will want to locate the list of users based on the lead ...