People

Manage leads, walk-ins, members

Dan Uyemura avatar Chris McConachie avatar James Plata avatar +2
39 articles in this collection
Written by Dan Uyemura, Chris McConachie, James Plata and 2 others
Members

Core - Sub-account troubleshooting

Common issues and questions about sub-accounts
Stacy Kim avatar
Written by Stacy Kim
Updated over a week ago

Core - Checking Members in

Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

Core - Email or Text members

Options for how to Email or Text members
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Sub-accounts (adding families or couples)

Sub-accounts are used to link parents, children, or couples together to share billing information
Stacy Kim avatar
Written by Stacy Kim
Updated over a week ago

Core - Best Practice for Drop-in's

Best Practice for Drop-in's
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Creating or Updating Password.

Members will use their password to log into the Member Portal and can authenticate for purchases in the Store App set to Kiosk mode
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Merge Members

When you have duplicate accounts, you should probably merge them.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Process a Refund With Credit Card

You can issue a full or partial refund for any credit card transaction in the Control Panel.
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Setting Reminders

Set reminders about specific members
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Add a Membership as a Gift

How to sell a Membership as a Gift
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Profile Headshots

How Members/Admins/Staff can add a headshot
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Member Status

Detailed rules on how Lead, Member, Ex-Member and Non-Member status are assigned to people
Barry Pepper avatar
Written by Barry Pepper
Updated over a week ago

Core - Updating or Adding Member Credit Card

Multiple options depending on if you want them to do it remotely or you have them in person with the card
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Finding members

How to search for a specific member
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Cancelling a Punchcard

Adjust the punchcard to 0
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Plan Status

What each Plan Status means
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Check-in Count

Keep tabs and find out how many check-ins each member has
Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago

Core - Logins

Chris McConachie avatar
Written by Chris McConachie
Updated over a week ago