Client Creation and Summary

Member creation

Member creation
This document will enable you to understand how to create members along with the membership bill in the software. The client can opt for short term or lo...
Tue, 23 Jun, 2020 at 6:49 PM
Enquiry creation
This document will enable you to understand how to create a new enquiry or a new prospect in the software. Enquiries are the individuals who enquire at y...
Tue, 23 Jun, 2020 at 6:48 PM
Trial creation
Trial option is used to record the free trial sessions for the clients who need to try out the gym first before they decide to sign up for any members...
Mon, 6 Jul, 2020 at 12:13 AM
Client search
Client Omni search enables you to search the client record. If the client record is not found in the system you can create a new client record. ...
Mon, 29 Jun, 2020 at 1:27 AM
Client summary page
The client summary page provides an overview of a client's profile details in a single page. Instead of checking multiple tabs for gathering client i...
Mon, 29 Jun, 2020 at 1:31 AM
Client form upload
This feature enables you to upload any kind of client-related documents on the client’s profile page and save it for future reference. e.g. Par-q form,...
Mon, 6 Jul, 2020 at 12:06 AM
Repeat enquiry creation
Repeat enquiry is a feature to change the enquiry date of an existing enquiry record in the system. This function can be used in case of the enquiry da...
Mon, 6 Jul, 2020 at 12:19 AM
Add session to an existing trial
This feature enables you to add sessions rather than keep a count/track on the existing session which means if there are 3 sessions and you can use the...
Mon, 6 Jul, 2020 at 12:25 AM
Dashboard feature
The dashboard gives you a quick glance at the following on one page. Click on Dashboard (It will take on the page shown below)  ...
Tue, 28 Jul, 2020 at 11:45 AM
Client referral
Client referral enables the gym staff to understand which client has joined the gym through the existing members' reference. If the existing memb...
Mon, 6 Jul, 2020 at 12:11 AM