How do I add/delete staff names from the staff pick lists?

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 [...]

By |2018-11-20T21:30:43+00:00November 20th, 2018|, , , , |Comments Off on How do I add/delete staff names from the staff pick lists?

What happens if the same Guest is entered into the DGR twice, possibly days apart?

Our system checks cell phone number and/or email address in a duplicate-check to make sure that this guest is not entered twice. If the guest's email or cell phone match an existing record, a prompt will show asking if the existing record is the same guest that is attempting a new sign-in, or if they [...]

By |2018-11-20T21:18:30+00:00November 20th, 2018|, |Comments Off on What happens if the same Guest is entered into the DGR twice, possibly days apart?

When an appointment is scheduled, tracks for that lead are cancelled if:

♦ There is no type defined for the track (lead/member/etc) This means that when an appointment is scheduled, all other non-lead-or-member-specific tracks will be canceled. In this case, the only tracks that you have that are non-lead-or-member-specific is the General Long-Term Communications track, however - this track will NOT cancel due to it having [...]

By |2019-04-11T17:50:07+00:00November 15th, 2018|, , |Comments Off on When an appointment is scheduled, tracks for that lead are cancelled if:

How do you schedule / reschedule an appointment?

You schedule an appointment by simply selecting a date/time from the picker (when adding a new lead), or clicking directly on the calendar either in the main calendar view or from the Calendar tab within the lead or member profile page. Take a look at the quick video on Rescheduling an Appointment! [...]

By |2018-11-20T21:13:52+00:00November 10th, 2018|, , |Comments Off on How do you schedule / reschedule an appointment?

How do I get the right staff to show in the DGR/DE Staff Lists?

Typically, with most billing and management software integrations, you will need to be in the (appropriate club assignment, if applicable), appropriate department or have an appropriate title to appear in the DGR/DE lists, examples are Sales, Manager, Front Desk, etc. With some billing and management integrations, this is automatic based on what department or [...]

By |2018-11-20T21:10:57+00:00November 9th, 2018|, |Comments Off on How do I get the right staff to show in the DGR/DE Staff Lists?

Can I be in the system and not work leads?

The full question: Will having a login prompt the system to funnel any leads to us, create any tasks, etc. that will therefore be left unattended since we do not work the CRM? Short answer: Yes, you can!* Important answer with explanation: If you are not in the club full time, or you have other [...]

By |2018-11-10T00:02:50+00:00November 9th, 2018|, , |Comments Off on Can I be in the system and not work leads?

How do I add new tracks?

From your VFP Data Box dashboard, click the Tracks icon: Click the "Create New Track" button: Fill out the highly customizable form to create your new track, including action items and scripting! *Tracks permissions must be enabled after a Tracks Training session.

By |2019-04-11T17:53:49+00:00March 3rd, 2017|, |Comments Off on How do I add new tracks?