Capturing Your Client’s Address on the Dashboard

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This article will take you through;

  1. What is Capture Client’s Address?
  2. How to use Capture Client’s Address
  3. Next steps and additional support

What is Capture Client’s Address?

Our new Capture Client’s Address enhancement helps gyms and studios that want an easy way to capture, store, and download their client's addresses.

This can help improve client sentiment by allowing you to take a personalized approach to client outreach with a birthday or holiday greeting card and can also help you get in touch with clients regarding debt collection escalations.

Clients’ addresses are now stored on the member profile and viewable in the Client/Lead exports and the 'Money Owed' report - making it easier to access them.

Plus, you can bulk download and analyze where your clients are coming from, this can help with geo-targeting ads or focusing your marketing efforts in specific high conversion areas.

Please note;

Capturing address is only available in the staff-facing Glofox dashboard for now. It is not available in any existing member-facing tools yet. Gym staff will need to add/update address details for clients if you wish to store a client’s address.

How to use Capture Client’s Address

Viewing, adding & updating a client’s address

To  add, update, or view a client’s address in the member profile, you should follow the below steps: 

  1. From the Glofox dashboard homepage, click ‘MANAGE’
  2. Click the ‘Clients’ tab at the top of the page
  3. Search for the individual client that you are looking for
  4. Once you find the right client, click on their details to open up their profile
  5. Click the ‘Details’ tab in the client’s profile
  6. Scroll down to the ‘Address’ section
  7. Click ‘Add’ to add a new address if none exists. Otherwise, click ‘Edit’ under the existing address to edit it
  8. Once you have entered the address details, scroll up and click the ‘Save changes’ button
  9. The address details will be automatically for your client

AddingAClientsAddress2.gif

Downloading a list of clients’ addresses

To download and view a list of your clients’ addresses, you should follow the below steps: 

  1. From the Glofox dashboard homepage, click ‘MANAGE’
  2. Click the ‘Clients’ tab at the top of the page
  3. Click ‘ACTIONS’
  4. Then, click ‘Download’
  5. Once the file is downloaded, open it and you will be able to view all of the details of your client’s profiles including their address

DownloadClientsAddress2.gif

Downloading address details of clients that owe money

If you’d like to view and download a list of clients who owe your business money along with their address details, you should follow the below steps: 

  1. From the Glofox dashboard homepage, click ‘Reports’
  2. From the ‘REPORTS’ page, click the ‘Report List’ tab
  3. Scroll to the ‘REVENUE’ section on the lefthand side of the screen and click ‘Money Owed’
  4. In ‘Money Owed’ you’ll be able to view a full list of any clients with outstanding balances due to failed transactions
  5. You can download this list by clicking the ‘Download’ button on the top left
  6. Once the file is downloaded, open it and you will be able to view all of the details of your client’s who owe money including their address

DownloadMoneyOwedList.gif

Next steps and additional support

Capturing your clients’ addresses is a great way to help personalize your member experience and also acts as an effective means to follow up on outstanding balances on your clients’ accounts so it’s definitely worth taking advantage of.

If you’d like to personalize your member experience even further, check out our guide on Glofox Insights and see how you can put member data to better use.  

For more information on finding members that owe your business money, you can check the below guide.

If you’re interested in learning more on how to get set up with Capture Clients Address using Glofox, reach out to [email protected].

For additional support on capturing your clients’ addresses reach out to [email protected] and we will be happy to assist you.

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