• Managing Client IDs in Fitness Force

  this process, you'll learn how to manage client profiles within the Fitness force software. Each client, whether a prospect, trial participant, or member, is assigned a unique identification number that remains consistent throughout their journey. This guide will walk you through the steps of creating and managing these profiles efficiently. Step 1 In this video, we will discuss the unique identification number assigned to a client, whether they are a prospect,Some readers

• Profile Search and Duplicate Prevention Guide

  his document provides a detailed process for searching and managing profiles within our software system. The system is designed to prevent the creation of duplicate profiles by leveraging centralized data access across different centers. The following steps will guide you through the process of searching for a member's profile using their contact number or name. Step 1 Begin by searching for the member's profile using their contact number or name within the compFew readers

• Viewing Member Service Agreements and Statuses

  his document provides a step-by-step process to review and comprehend member service agreements and their statuses. It guides you through accessing membership information, including active and expired statuses, and understanding the details related to different types of memberships such as paid-in-full and recurring memberships. Step 1 To begin, you can review member service agreements and their statuses, such as active, inactive, future start dates, or expired.Few readers

• Viewing Member Details in Follow-Up Tasks

  his document provides a clear, step-by-step guide to accessing and reviewing key information on a member follow-up task screen. You will learn how to view the marketing source, referral contact details, personal interests, and additional notes to effectively manage your follow-up tasks. Step 1 Access the task screen for follow-ups to explore key member information such as the marketing source, referral contact, and personal interests. Begin by identifying the proFew readers

• Member Profile Search Instructions

  his document outlines the steps to perform a company search for member profiles or contact numbers within the software. The process ensures that duplicate profiles are not created, thereby maintaining the integrity of member records across multiple centers. It emphasizes the importance of searching by contact number or name to efficiently locate existing profiles. Step 1 To initiate the search process, begin by searching for the member's profile using their contFew readers

• Viewing and Exporting Club Member Lists

  iewing and Exporting Club Member ListsThis document provides a comprehensive overview of how to access and manage the list of members associated with the club. It explains how to view active members, differentiate between members and non-members, and export member data when necessary. This guide is particularly useful for club staff and administrators managing member information based on the selected center. Step 1 To view all members associated with the club, naFew readers

• PARQ and Health History Digital Agreement Process

  his document outlines the process for handling PARQ (Physical Activity Readiness Questionnaire) and health history through a digital agreement signing system. The client is guided through signing an agreement, completing the PARQ, and storing their responses securely. Step 1 During the agreement signing process, the PARQ and health history questions are included as part of the sign-up. When a client accesses the sign-up link, they will find PARQ questions embeddFew readers

• Adding Persistent Notes to Profiles

  his document provides instructions on how to capture and store persistent notes for a prospect or member. These notes remain consistent across changes in status or activity, ensuring continuity of information. Step 1 To capture and store persistent notes for a prospect or member, navigate to their profile. Locate the pin note section and select "Add a new note." Enter the desired note in the provided area. Screenshot 1 (https://storage.crisp.chat/users/helpdeFew readers

• Adding Persistent Notes to User Profiles

  is document provides a comprehensive walkthrough on how to capture and store persistent notes related to a prospect or member within the system. It ensures that important information is retained and easily accessible, regardless of changes in status or activity level. Step 1 To begin capturing and storing notes about a prospect or member, navigate to their profile. Once there, locate the 'Pin Note' section and select 'Add a New Note.' You can then input the desiFew readers

• How to Select a Membership Start Date on the Member Portal

  his document outlines the process of selecting and modifying the start date for a plan on the member portal. The steps will guide users through navigating to the billing page and selecting a start date based on the system's configuration. Step 1 Begin by accessing the member portal and selecting your desired plan. Enter the required details and proceed to the billing page. At this stage, the system presents the option to choose a start date. If the alternate staFew readers

• Why does the old name appear on the waiver and invoice even after updating the profile name?

  The name displayed on the waiver and invoice is captured at the time the signup link is generated. If the client’s profile name is updated after the signup link has already been initiated, the change will not reflect on: The waiver The billing details The generated invoice This is expected system behavior and not a bug. What should be done if the name needs correction? To reflect the updated name correctly: Cancel the existing signup link. Generate a new signup link aFew readers

• Client Profile Deletion Guide

  This document outlines the process for deleting a client's profile within the CRM Prospects application. The procedure includes steps for both standard deletions and member-requested deletions, ensuring that all necessary checks and validations are completed before finalizing the profile deletion. The deletion process also emphasizes the anonymization of client data to comply with privacy regulations. Step 1 To begin the process of deleting a client's profile, aFew readers

• Blocking Member Access to Online Booking

  This document provides a detailed process on how to manage member access for online bookings through an automated system, as well as manual options. Members can be restricted from booking classes or appointments if they consistently fail to attend. This guide will outline how to set up automatic penalties, manually block and unblock clients, and utilize API for the same purposes. Step 1 Begin by understanding that members can be blocked from booking classes or apFew readers