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 [...]
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 [...]
♦ 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 [...]
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! [...]
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 [...]
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 [...]
Yes! You can send custom texts as well as follow along with what text have already been sent to the customer!
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.
Not at this time.
Not at this time.