• 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

• 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/websiSome 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 aSome readers

• In-Person Enrollment and Billing Process User Guide

  is document 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 of Sale page from the main menuSome 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. ScreenshotSome 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