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ABC DataTrak Integration: When I go to complete the membership, I get a SalesID error. Why does this happen?

All staff members that are authorized to sell a membership should also be in the Sales Department for ABC’s Data Track system. If not, the ID number for the staff member is not recognized by ABC. Below are the two areas you need to check to ensure proper setup for staff in DataTrak for the [...]

By |2018-11-20T22:30:45+00:00November 20th, 2018|, , |Comments Off on ABC DataTrak Integration: When I go to complete the membership, I get a SalesID error. Why does this happen?

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?

What happens if I forget to Complete Registration for a Guest after filling out the DGR?

For ABC DataTrak users: Our system syncs with the ABC Data Track system every 2 hours. A guest that was entered in but not processed will be synced at this time. The 2 hour window exists for you to have enough time to Tour or Enroll the member instead of completing the registration and sending [...]

By |2018-11-20T21:05:31+00:00November 20th, 2018||Comments Off on What happens if I forget to Complete Registration for a Guest after filling out the DGR?

Is there a Spanish version available for the Digital Guest Register?

Yes, currently the Digital Guest Register can be toggled to be viewed in Spanish. If you have The Tour enabled, each Tour would need custom translations since they are not all the same - you can provide the Spanish version of your custom Tour pages. If you need the Spanish option enabled for your DGR, [...]

By |2018-11-20T20:59:03+00:00November 20th, 2018||Comments Off on Is there a Spanish version available for the Digital Guest Register?

If the screen doesn’t rotate on your iPad

If the screen on your iOS device won't rotate, learn what to do. Make sure that Portrait Orientation Lock is turned off. To check, open Control Center. If you see , tap it to turn Portrait Orientation Lock off. Restart your iPhone, iPad, or iPod touch. Try a different app, like Safari or Notes. Some apps or screens [...]

By |2018-11-20T22:30:56+00:00November 20th, 2018|, , |Comments Off on If the screen doesn’t rotate on your iPad

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?