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?

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?
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