Go to PushPress
All Collections
People
People
Manage leads, walk-ins, members
+1
38 articles in this collection
Written by
Dan Uyemura,
Chris McConachie,
James Plata
and 1 other
Remove a Staff member
How to remove Staff access for a coach or staff member
Written by
Barry Pepper
Updated over a week ago
Process a Refund With ACH
Because ACH transactions are not instant, there is a delay in the ability to process a refund.
Written by
James Plata
Updated over a week ago
Cancel a Plan
How To Cancel a Member's Plan
Written by
James Plata
Updated over a week ago
Re-activate Old / Previous Credit Cards
Sometimes a member wants to use an old card on file. Here's how to switch the card on file with a previously used credit card
Written by
James Plata
Updated over a week ago
How to Add a New Member
There are multiple way to add members into your system. Here's a breakdown of the different methods
Written by
James Plata
Updated over a week ago
Ad-hoc one time discounts for subscriptions
How to add a single use discount for any flat amount.
Written by
Chris McConachie
Updated over a week ago
Fixing Broken CSV Downloads
Sometimes bad characters trip things up with CSV downloads. Here's how to fix them.
Written by
Dan Uyemura
Updated over a week ago
Using a bar code scanner
An alternate to using the check-in app is a USB bar code scanner connected to a computer
Written by
Chris McConachie
Updated over a week ago
Assigning Sub Accounts Member Portal Access
Explains how to setup a sub account for MP Access.
Written by
Dan Uyemura
Updated over a week ago
Members
Checking Members in
Written by
Barry Pepper
Updated over a week ago
Email or Text members
Options for how to Email or Text members
Written by
Chris McConachie
Updated over a week ago
Sub Accounts
Sub accounts are used to allow members to share the same billing information
Written by
Chris McConachie
Updated over a week ago
Best Practice for Drop-in's
Best Practice for Drop-in's
Written by
Chris McConachie
Updated over a week ago
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
Written by
Chris McConachie
Updated over a week ago
Merge Members
When you have duplicate accounts, you should probably merge them.
Written by
Chris McConachie
Updated over a week ago
Process a Refund With Credit Card
You can issue a full or partial refund for any credit card transaction in the Control Panel.
Written by
Chris McConachie
Updated over a week ago
Setting Reminders
Set reminders about specific members
Written by
Chris McConachie
Updated over a week ago
Add a Membership as a Gift
How to sell a Membership as a Gift
Written by
Chris McConachie
Updated over a week ago
Profile Headshots
How Members/Admins/Staff can add a headshot
Written by
Chris McConachie
Updated over a week ago
Member Status
Detailed rules on how Lead, Member, Ex-Member and Non-Member status are assigned to people
Written by
Barry Pepper
Updated over a week ago
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
Written by
Chris McConachie
Updated over a week ago
Finding members
How to search for a specific member
Written by
Chris McConachie
Updated over a week ago
Cancelling a Punchcard
Adjust the punchcard to 0
Written by
Chris McConachie
Updated over a week ago
Plan Status
What each Plan Status means
Written by
Chris McConachie
Updated over a week ago
Check-in Count
Keep tabs and find out how many check-ins each member has
Written by
Chris McConachie
Updated over a week ago
Logins
Written by
Chris McConachie
Updated over a week ago
Leads
Referred by
Find where the lead was generated from
Written by
Chris McConachie
Updated over a week ago
Auto Assigning Leads To A Coach
How to generate a Lead Generation Landing Page for each coach.
Written by
Chris McConachie
Updated over a week ago
Adding a Credit Card to a Lead
Adding a credit card to a lead
Written by
Chris McConachie
Updated over a week ago
Staff
Access Roles
Who gets access to which parts of the Control Panel for Coaches, Front Desk and Admins
Written by
Chris McConachie
Updated over a week ago
'Reply to" email address
Who does the 'Reply To' email get sent to
Written by
Chris McConachie
Updated over a week ago
Login Access Control
Disable Control Panel access for Coaches
Written by
Chris McConachie
Updated over a week ago
Assigning Members and Leads to Staff
How to assign a member or lead to one of your staff
Written by
Chris McConachie
Updated over a week ago
Who gets notified?
Who gets email notifications anytime a lead is generated
Written by
Chris McConachie
Updated over a week ago
Promote existing Member to Staff
Change the access permissions of a member to Staff
Written by
Chris McConachie
Updated over a week ago
Staff - Changing Password
How to change or update a staff member's password
Written by
Chris McConachie
Updated over a week ago
Add a Staff Member
Written by
Chris McConachie
Updated over a week ago
Migration Assistant
Exporting member data
Exporting member data
Written by
Chris McConachie
Updated over a week ago