Member Manager Knowledge Base

• Member Manager Login Page
• Home/Dashboard
  • Dashboard Top Reports
  • Dashboard Quick Stats
• Schedules
  • Booking An Appointment: Class Type Schedule
  • Booking An Appointment: Private Type Schedule
  • Book Time Off
• Members
  • Add New Member
  • Setting Up Communication Preferences
  • Adding Members To Programs
  • Create New Lead
  • Change Cancel$ To Cancel And Vice Versa
  • Checking Used Sessions Against Invoices
  • Updating/Deleting Billing Profiles
  • Editing Expiration Dates
  • Updating Emergency Contact Information
  • Member Accounts - Remaining
  • Viewing/Editing Contracts
  • Member Groups
  • Member Invoice History
  • Members On Account
  • Member Open Invoices
  • Merge Duplicate Members
  • Multiple Billing Profiles
  • Printing Bar Codes For Member Check In
  • Programs And Levels - Members
  • Renew Contract Details Screen
  • Search Leads
  • Sending Emails
  • Testing And Advancement
  • Use Webcam to Capture Member Profile Pics
• Sales
  • Adding A New Member During Sale
  • Sale For Existing Member
  • New Product Sale
  • How To Sell Credit
  • Enter A Contract
  • Editing Existing Contracts
• Invoices/Payments
  • Managing Invoices
  • Adjust Invoice
  • Refund Item
  • Refund Payment
  • Refunding An Item and Payment
  • Refunding ACH/EFT Returned Payments
  • How To Refund To Credit
  • How To Exchange Items On An Invoice
  • Manage Scheduled Payments
• Contracts
  • Freeze/Unfreeze
  • Paying A Contract
  • Terminate A Contract
  • Contract Validation For Full Service Billing Clients
  • Full Service Billing - Fee Visibility
• Staff
  • Add Staff
  • Resetting Staff Password
  • Staff Commissions
  • Staff Payroll
  • Staff Permissions
  • Use Webcam to Capture Staff Profile Pics
• Reports
  • Appointment
    • Absentee Report
    • Appointment Overview Report
    • Appointments By Member Report
    • Cancellations Report
    • Class List Report
    • Growth By Appointment Types
  • Business
    • Appointments Outstanding Report
    • Payroll Report
    • Attendance Report With Revenue
    • End Of Day Report
    • Inventory Report
    • Cost Of Services Report
    • Payments By Type Report
    • Cash Count Report
    • Delinquency Report
    • Service Expiration Report
    • Credit Card Expiration Report
    • Commission Report
    • Referral Members Report
  • Members Reports
    • Members Birthdays Report
    • Anniversaries Report
    • Follow Up Report
    • Check In Report
    • Member Rates Report
    • Inactive Members Report
    • Members Without Visits Report
    • Lead Activity Report
    • Active Member By Program Report
    • Renewal Candidates Report
    • New Member Report
  • Sales Reports
    • Sales By Category
    • Invoice And Payments Report
    • Accounts Due Report
    • Recurring Billing Report
    • Outstanding Invoices Report-2
    • Growth By Sales Categories Report
    • Automatic Renewals Report
    • Contract Report
  • Staff Reports
    • Schedule Planning Report
    • Staff Birthdays Report
    • Staff Certifications Report
• Setup
  • Setup Profile
    • Selecting Your Personalized Email Address
  • Inventory
    • Create Categories
    • Create Items
    • Create Package
    • Create Contract
    • How To Create A Credit
    • Setting Up Tiered Pricing for Family Contracts
    • Creating Prorated Contracts
  • Create Schedule
  • How To Create A Test Appointment
  • Create Programs And Levels
  • Assign Staff
  • How To Create Locations
  • Personalize
    • Personalize Messages
    • Automated Email Templates
    • Create Lead Source
    • Member Types
    • Cancellation Reason
    • Member Interest
    • Store Policy
    • Custom Style
    • Schedule Widget
    • Contract Details
    • Contract Default Terms
    • Create An Email Template
    • Custom Tabs: Welcome Message-2
    • Create A Questionnaire
  • Marketing
    • Create Lead Status
    • Create Lead Message
    • Create Lead Flow
    • Lead Sources
    • Create Registrations
  • Setup Taxes
  • Club Settings
    • Club Currency
    • Time Zone
    • Hide Member ID
    • Reprocessing Failed/Declined Payments
    • Member Self Registration-2
    • Product Name Length
    • Auto Close Days
  • Alerts
• Check In
  • Check In>Administrator
  • Check In>Administrator>Quick Check-In
  • Check-In Kiosk
• Admin
  • Setting Up ACH (EFT)
  • Close/Open Day
  • Import Member Database
• Member Portal
  • Setting Up The Member Portal
  • Personalize Member Dashboard
  • Member Permissions