FOR DGR/DE Staff Lists:
For all integrations with billing & management software: All staff edits must be made inside of the billing & management system. Currently our system looks for staff members who are under specific titles/departments associated with the staff member in the billing & management software. Typically, any staff who will be touring guests or participating in any portion of the sales process will need to be in a department, or have a title, that contains Sales – it does not have to exactly match Sales, but should contain the word in it. This is the default setting, but can be modified to include other titles/departments per location.
For non-integrated users: All staff edits can be made directly in the VFPnext system and the staff titles would need to match the titles chosen in each location’s set-up. Please contact your VFPnext representative to see what titles are currently set to show in the Digital Guest Register / Digital Enrollment.
FOR CRM/STM Staff Lists:
If the staff does not need to work leads in the system, and therefore does not need to appear in the Agenda, Calendar, or other CRM lists, please see the following:
- If the staff is no longer employed with the company, the staff should be deleted from the VFPnext system and their existing leads transferred to a new lead owner so the communication follow up is continued.
- If the staff is still employed with the company, but does not work an Agenda, or get assigned appointments in the Calendar, but still needs to be able to Tour guests and sell memberships via the Digital Enrollment, the staff status can be changed to Active – Reports Only in their staff profile (Admin access only). If you do not see this in the staff profile, please request this update from your VFPnext representative or via the Help Chat.
- If the staff is still employed with the company, but holds an administrative role only, please request this update from your VFPnext representative or via Help Chat.