Client Creation and Summary
Client referral
Client referral enables the gym staff to understand which client has joined the gym through the existing members' reference. If the existing member refers then it helps the gym business to grow more. You can add the Referred By while creating the ...
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) The date range will be selected as today’s date by default. Under FOR you will have the User's name selected who has ...
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 them within 15 days, we can track each session with the count. In order to keep the track on the ...
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 date was incorrectly selected earlier or to simply amend or revise the enquiry date. You can also ...
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, address proof, identity card. Search the client by their contact number, name, email id, client ...
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 information related to their profile, the client summary page provides all the required details on one ...
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. From the Omni search option, you can search the client through their name, contact number, email address ...
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 membership. It could be a 1-day free trial or 3 days of free trial depending on the business offering to ...
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 your centre or club about the services, pricing, operational hours or other details that will ...
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 long term memberships like 3 months, 6 months, or 12 months. An invoice can be generated through ...