• Creating and Sending Membership Packages to Clubs

  n this document, we will explore how to create and send packages to clubs from a franchisor's perspective. By following these steps, you will learn how to manage various configurations for different clubs within a franchise, ensuring each club receives the appropriate package tailored to their specific needs. Step 1 To begin, as a franchisor, log in with your credentials. Once logged in, you will be able to view a list of centers within the franchise that you havSome readers

• Creating and Managing Membership and Coaching Plans in Bulk

  his document provides a detailed process to create membership or coaching plans, known as packages, for clubs. These plans can be configured either in bulk or for specific batches of clubs. Step 1 Begin at the Sale CRM pipeline interface. This is your starting point for creating membership or coaching plans. Screenshot 1 Step 2 Click on the gear icon located aFew readers

• In-Person Enrollment and Billing Process User Guide

  ydocument provides a detailed walkthrough of the in-person enrollment process. It outlines the steps required to navigate through the software, select plans, apply discounts, and finalize the sign-up using both online and offline payment methods. This guide is designed to ensure a seamless experience for both staff and clients during the enrollment process. Step 1 To begin the in-person enrollment process, navigate to the Point ofFew readers

• Managing Billing Disputes in Fitness First Platform

  youtubeIn 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 capaFew readers

• Viewing and Reporting Unpaid Invoices

  his document outlines the process of summarizing unpaid invoices using a system that provides insights into member balances. The steps below will guide you through checking profiles for individual invoice statuses and generating reports to view overall outstanding balances. Step 1 To begin the process of summarizing unpaid invoices, there are two main approaches available to access this information. Screenshot 1 (https://storage.crisp.chat/users/helpdesk/websiFew readers

• Subscription Plan Setup and Compliance Guide

  this document provides a detailed process for setting up subscription plans or contracts, ensuring they comply with local laws and cultural expectations. It covers aspects like billing frequency, contract terms, and handling of pro-rata and taxes. The document also touches on auto-renewal, anniversary billing, and advance rentals to protect contracts. Additionally, it discusses compliance issues such as deferred billing and the right to rescind, ensuring a comprehensFew readers

• Managing Member Subscriptions and Actions

  n this guide, we will explore the process of managing membership and subscription statuses. This includes understanding different types of subscriptions, identifying the status of a membership, and performing necessary actions such as updating payment methods or handling contract issues. The goal is to provide a smooth and efficient process for managing memberships. Step 1 Begin by examining the various membership statuses and actions available for different subsFew readers

• In-Person Enrollment and Billing Process Guide

  The following steps guide you through the in-person enrollment process using the software. This involves navigating through the Point of Sale (POS) system, selecting plans, applying discounts, and completing the billing process. Each step ensures that the client's needs are met efficiently and accurately. Step 1 Begin by navigating to the Point of Sale page from the main menu in the software. Select the client for whom you are processing the billing and choose the plan that the client isFew readers

• Processing Subscription Refunds for Members

  ytThis document outlines the step-by-step process to issue a refund for a subscription purchased by a member. The refund process accommodates various purchasing scenarios, including online purchases or purchases made via a link provided by the staff. It also allows for both full and partial refunds, providing flexibility depending on the member’s situation. Step 1 To begin processing a refund for a subscription, locate the member's profile and navigate to tFew readers

• Creating a Personal Training Membership Bill

  n this process, you will learn how to create a Personal Training (PT) membership bill using the point of sale system. The steps involve selecting the appropriate membership package, assigning relevant details, and completing the billing process to ensure the member receives all necessary communication. Step 1 Begin by accessing the point of sale system. Click on "Point of Sale" and search for the client whose PT membership bill needs to be created. ScreenshotFew readers

• Subscription Plan Creation and Management Guide

  yThis document provides a comprehensive overview of how to create and manage subscription plans within our system. By following these steps, you will learn how to set up a new plan, configure billing cycles, and make necessary modifications to existing plans. This ensures a streamlined billing process with minimal manual intervention. Step 1 Begin by navigating to the Settings page and then accessing the Plan Creation page. Here, you will see a list of allFew readers

• Personal Training Package Billing Instructions

  n this process, we will guide you through billing members using the Personal Training (PT) package feature. Prior to proceeding, ensure that the rate card is configured in the software. Once configured, the staff will have the ability to bill the members efficiently. Step 1 First, we will explore the feature that enables billing of members using the PT package. Ensure that the rate card is configured within the software. Once configured, staff can proceed to bilFew readers

• Configuring Location-Based Plans and Pricing

  his document provides a comprehensive overview of how to configure and view plans and pricing at a branch level. The process illustrates how pricing is dynamically updated based on location changes, ensuring that members can only access plans and pricing relevant to their specific branch. Step 1 Explore how plans and pricing are configured at a branch level. Note that members see only the plans and pricing specifically built for their location. In this step, starFew readers

• Creating and Applying Discount Coupons

  his document outlines the process of creating and applying discount coupons within the admin section. Follow these steps to successfully generate a coupon and apply it to a purchase transaction. Step 1 Begin by navigating to the admin section, then locate the coupon section. Screenshot 1 Step 2 Within the coupon section, choose to either create a new coupon oFew readers

• Managing Payment Methods in Fitness First

  his document provides a comprehensive overview of managing payment methods within the Fitness First platform. We will discuss the various types of payment options available, including integrated and offline methods, and guide you on configuring these within the platform's admin section. Step 1 Explore the different payment methods considered within the Fitness First platform. There are two main categories of payment methods: integrated and offline. Integrated paFew readers

• Managing Payment Methods in Fitness Force

  youtubeThis document provides a detailed process for configuring both integrated and offline payment methods within the Fitness First platform. It covers navigating the platform's admin section to access different payment processing partners and creating custom offline payment methods. Step 1 Begin by exploring the different categories of payment methods available on the Fitness First platform. There are two main types: integrated payment methods, usuallyFew readers

• Managing Multiple Payment Methods for Subscriptions

  n this document, you will learn how to manage multiple payment methods associated with a subscription. By enabling multiple payment methods, you can ensure payments are successful even if the primary method fails. The process includes setting up primary and secondary payment methods, updating them if needed, and viewing related invoices. Step 1 In this section, we will explore the use of multiple payment methods attached to a subscription. These methods come intFew readers