Q: Setting a Default Client Representative for Web Leads

<p>${youtube}<a href="MrQFynHl_Q8">Setting a Default Client Representative for Web Leads</a></p> <blockquote> <p>This document details the steps required to set a default client representative for handling web leads. By following these instructions, you will ensure that incoming leads from your website are automatically assigned to the designated representative, streamlining your lead management process and ensuring efficient communication. /</p> </blockquote> <h3 id="step1">Step 1</h3> <p>To assign a default client representative for web leads, begin by navigating to the admin section and locating the branch settings. Within the branch settings, identify the option for the web lead default client representative. Here, you can select the name of the default client representative.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image1_c0udsc.jpg" alt="Screenshot 1" /></p> <h3 id="step2">Step 2</h3> <p>By setting a default client representative, any new leads received through integrations or the website will be automatically assigned to this representative. All notifications triggered by new leads will be directed to this selected representative, using their email address for web lead notifications.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image2_1r22yu8.jpg" alt="Screenshot 2" /></p>

Q: Assigning a Coach to a Personal Training Member

<blockquote> <p>${youtube}<a href="1ugSvECAYSY"></a>his document outlines the process of assigning a coach to a member who holds a personal training membership. The coach can be assigned either during the billing process or later through the member's profile. Follow the steps below to complete the assignment efficiently.</p> </blockquote> <h2 id="step1">Step 1</h2> <p>To begin, identify the member who holds a personal training membership. You can assign a coach either during billing or by accessing the member's existing profile. Navigate to the "Subscriptions" tab, and locate the session owner for the subscription.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image1_7683im.jpg" alt="Screenshot 1" /></p> <h2 id="step2">Step 2</h2> <p>Next, proceed to assign the session owner by selecting the trainer's name. You have the option to search for the trainer's name or simply select it from the list provided. Choose the appropriate trainer to be assigned to the member's profile.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image2_7g40nw.jpg" alt="Screenshot 2" /></p> <h2 id="step3">Step 3</h2> <p>The process is now complete. Thank you for assigning a coach to the member.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image3_14l2dm9.jpg" alt="Screenshot 3" /></p>

Q: Assigning Default Contacts and Roles in Fitness Force

<blockquote> <p>${youtube}<a href="xt8vqfuxnHE"></a>n this document, we will explore the process of assigning default support contacts, coaches, or sales contacts to clients, prospects, or members within the Fitness Force platform. These roles include client representatives, sales owners, and session owners, each playing a vital part in managing client relationships and service delivery effectively.</p> </blockquote> <h2 id="step1">Step 1</h2> <p>Begin by understanding that within Fitness Force, each client can have a default support contact, known as the client representative.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image1_123cbl9.jpg" alt="Screenshot 1" /></p> <h2 id="step2">Step 2</h2> <p>The person who is responsible for the client overall is identified as the client representative. Each sale or membership sold can be attributed to a specific salesperson, referred to as the sales owner. For each personal training or other membership sold, you can designate a dedicated person for that membership.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image2_1qp3nnr.jpg" alt="Screenshot 2" /></p> <h2 id="step3">Step 3</h2> <p>A typical example of this is coaching or personal training, where you would have a default trainer assigned, known as the session owner. Let's proceed to demonstrate this process.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image3_1xsnyxp.jpg" alt="Screenshot 3" /></p> <h2 id="step4">Step 4</h2> <p>At the starting point of the sales pipeline, open the profile of an existing member to begin the proces</p>

Question 1

Setting a Default Client Representative for Web Leads

Accepted Answer

${youtube}Setting a Default Client Representative for Web Leads

This document details the steps required to set a default client representative for handling web leads. By following these instructions, you will ensure that incoming leads from your website are automatically assigned to the designated representative, streamlining your lead management process and ensuring efficient communication. /

Step 1

To assign a default client representative for web leads, begin by navigating to the admin section and locating the branch settings. Within the branch settings, identify the option for the web lead default client representative. Here, you can select the name of the default client representative.

Screenshot 1

Step 2

By setting a default client representative, any new leads received through integrations or the website will be automatically assigned to this representative. All notifications triggered by new leads will be directed to this selected representative, using their email address for web lead notifications.

Screenshot 2

Question 2

Assigning a Coach to a Personal Training Member

Accepted Answer

${youtube}his document outlines the process of assigning a coach to a member who holds a personal training membership. The coach can be assigned either during the billing process or later through the member's profile. Follow the steps below to complete the assignment efficiently.

Step 1

To begin, identify the member who holds a personal training membership. You can assign a coach either during billing or by accessing the member's existing profile. Navigate to the "Subscriptions" tab, and locate the session owner for the subscription.

Screenshot 1

Step 2

Next, proceed to assign the session owner by selecting the trainer's name. You have the option to search for the trainer's name or simply select it from the list provided. Choose the appropriate trainer to be assigned to the member's profile.

Screenshot 2

Step 3

The process is now complete. Thank you for assigning a coach to the member.

Screenshot 3

Question 3

Viewing Member Workout and Class History

Accepted Answer

${youtube}his document outlines the steps to access and review the workout or class history of a member through their profile. It includes how to differentiate between various bookings and understand the status of each appointment or class.

Step 1

To view the workout or class history of a member from their profile, navigate to the member's profile section. Here, you can access this information apart from the standard report view.

Screenshot 1

Step 2

Within the member's profile, proceed to the 'Bookings' section. This section will display both classes and appointments the member has scheduled.

Screenshot 2

Step 3

In the 'Bookings' section, you can differentiate between classes and appointments by their respective tags. For example, if a member was scheduled for a Zumba class on October 30th but didn't attend, the status will be marked as "no show."

Screenshot 3

Step 4

Similarly, for personal training appointments, such as diet counseling, if the member did not attend, the status will also be marked as "no show." Any future classes or appointments will be displayed under 'Upcoming Bookings.'

![Screenshot 4](https://storage.crisp.chat/users/he

Question 4

Assigning Default Contacts and Roles in Fitness Force

Accepted Answer

${youtube}n this document, we will explore the process of assigning default support contacts, coaches, or sales contacts to clients, prospects, or members within the Fitness Force platform. These roles include client representatives, sales owners, and session owners, each playing a vital part in managing client relationships and service delivery effectively.

Step 1

Begin by understanding that within Fitness Force, each client can have a default support contact, known as the client representative.

Screenshot 1

Step 2

The person who is responsible for the client overall is identified as the client representative. Each sale or membership sold can be attributed to a specific salesperson, referred to as the sales owner. For each personal training or other membership sold, you can designate a dedicated person for that membership.

Screenshot 2

Step 3

A typical example of this is coaching or personal training, where you would have a default trainer assigned, known as the session owner. Let's proceed to demonstrate this process.

Screenshot 3

Step 4

At the starting point of the sales pipeline, open the profile of an existing member to begin the proces

Question 5

Staff Permissions for Member Communication

Accepted Answer

This document outlines the process for configuring permissions for staff regarding member communication. The goal is to ensure that staff have the appropriate level of access, whether it's read-only, utility, or administrative, to interact with members while maintaining brand control over the communication process.

Step 1

Begin by understanding the importance of assigning different permissions to staff, allowing them either read-only access or utility access to member communication.

Screenshot 1

Step 2

Gain an overview of the fine-grained controls available for staff interactions with member communication. This is crucial as it varies depending on the brand's requirements and policies. Start from the sales pipeline section in the CRM.

Screenshot 2

Step 3

Click on the "Admin" section, navigate to "Settings," and proceed to "Admin." Here, you will access the "Permissions Template" section. Open an existing template to view its configuration.

Screenshot 3

Step 4

In this section, you will find controls related to member communication. Key permissions include the ability to send one-on-one communication.

![Screenshot 4](https://storage.crisp.chat/users/helpdesk/w

Question 6

Managing Billing Disputes in Fitness First Platform

Accepted Answer

In this guide, you will learn how to handle disputes effectively within your primary billing solution. The process involves integrating with multiple payment providers based on geographical requirements, utilizing a robust billing and payout engine, and managing transaction details for members. By the end of these steps, you will be equipped to view, identify, and resolve disputes efficiently.

Step 1

Welcome. In this section, we will discuss the capabilities for handling disputes within the primary billing solution. We collaborate with various payment providers across different regions. Depending on geographical and business requirements, we may select one payment provider over another.

Screenshot 1

Step 2

Our billing and payout engines are designed for seamless integration with multiple providers. Since we control the core logic of billing, payouts, and distribution, our interactions with payment processors are limited to a few essential functionalities. All other functionalities are incorporated within the Fitness First platform, either in the billing engine or the payout engine.

Screenshot 2

Step 3

Let's proceed by opening a profile that contains data we need to review. Here is a profile for a specific member named Vimith Contract that I have accessed.

![Scr

Frequently Read Articles

Browse All Categories