People

Manage leads, walk-ins, members

Chris McConachie avatar James Plata avatar Dan Uyemura avatar
36 articles in this collection
Written by Chris McConachie, James Plata, and Dan Uyemura
Members

Checking Members in

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Written by Chris McConachie
Updated over a week ago

Email or Text members

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

Sub Accounts

Sub accounts are used to allow members to share the same billing information
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Written by Chris McConachie
Updated over a week ago

Best Practice for Drop-in's

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

Merge Members

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

Refunds

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

Setting Reminders

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

Add a Membership as a Gift

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

Taking a Headshot

Know what your members look like
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Written by Chris McConachie
Updated over a week ago

Member Status

Detailed rules on how Lead, Member, X-Member and Non-Member status are assigned to people
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Written by Chris McConachie
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
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Written by Chris McConachie
Updated over a week ago

Finding members

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

Cancelling a Punchcard

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

Plan Status

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

Check-in Count

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

Logins

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Written by Chris McConachie
Updated over a week ago