• 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 compSome readers

• Managing Client IDs in Fitness Force

  n 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

• 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 proSome 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 contSome 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, naSome 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 embeddSome 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/helpdeSome 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