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User Guides

Here you will find User Guides to help you make the most of your Glofox experience

XLerate

  • XLerate - How to guide
  • XLerate - Member Expiring workflow
  • XLerate - Members Workflow
  • XLerate - New Service Started workflow
  • XLerate - Cart Abandonment workflow
  • XLerate - Monthly Loyalty Milestones Workflow
See more

Managing Your Standalone App

  • Ensuring your dashboard is configured for seamless app releases

Migrations

  • Migrating from Mindbody and Other Software to Glofox
  • Going Live After a Migration

Access Monitoring

  • Integrating Access Control with Passport Technologies
  • Integrating Access Control with Kisi
  • Getting Started with the Check-in Kiosk
  • How to Configure Your Honeywell Barcode Scanner
  • How to Manually Check-in Clients
  • How to Set up Access Monitoring
See more

The Store

  • How to Edit Store Prices
  • How to Set up and Use the Store

Glofox Pro

  • Signing E-Agreements from the Glofox Pro App, the Member App, and the Web Portal
  • New: How to Identify Leads and New Members In Glofox Pro
  • An Overview of Glofox Pro
  • Managing Your Schedule from Glofox Pro
  • Managing Your Clients from Glofox Pro
  • Managing Memberships from Glofox Pro
See more

Communication Tools

  • Two-Way Communication - Messages
  • How to Send 1:1 Messages
  • How to Create Custom Email Templates
  • How to Use the Email Editor
  • One-off email report
  • Audiences
See more

Sales and Marketing Tools

  • Manually Capturing the Lead Source and Entry Point of a Lead or a Client
  • Google Analytics (GA4) Tracking with Google Tag Manager
  • XLerate - Member Expired and Cancelled Workflows
  • Marketing Communication Consent
  • Lead Capture Forms
  • How to create a QR Code to bring your users to the Member App.
See more

Managing Your Clients

  • Compliance Solution for FTC Click-to-Cancel
  • Maintenance Fees [Beta]
  • How to Process Member Cancellations in Compliance with NY State Legal Requirements (US)
  • Sweat Story – Member Quarterly Review
  • Tasks
  • Member Information in the Member App and Web Portal
See more

Managing Memberships

  • Contract Membership: Select a Cancellation Reason When Ending a Subscription
  • Removing a scheduled cancellation
  • Updating Your Members Subscription Price
  • Bulk pricing updates for Recurring Memberships
  • Using Add-on Services (Beta)
  • How to set the eligibility of Credits
See more

Managing Your Staff

  • New: Introducing our Pay Rates Feature
  • Two-Step Verification
  • Virtual Appointments Slots Generation
  • Trainer Availability for Client- Side Appointment Bookings
  • New Version of Appointments - Variable Appointments
  • How to Reset Staff Passwords
See more

Payment Processing

  • Handling Chargebacks and Disputes with Glofox Payments
  • How to set up your Glofox POS Terminal
  • How to use the Checkout feature
  • What is Stripe Capital
  • Making Payments with ACH Direct Debit
  • How to Use the Transactions Tab
See more

Insights

  • Glofox Insights: Optimize Your Revenue Streams
  • Glofox Insights: Boost Retention and Improve Class Utilization
  • Glofox Insights: Enhance Lead Acquisition & Conversion
  • Glofox Insights: Personalize Your Member Experience
  • Glofox Insights: Better Understand & Respond to Your Membership Trends

Reports

  • Find Members That Owe You Money with the Report on Money Owed
  • Members At Risk Report [Beta]
  • Scheduled Maintenance for Select Reports
  • Understanding the Visits Report
  • How to use the Class Performance Report
  • How to use the Trainer Insights report
See more

Integrations

  • Integrating Glofox with Bitlancer
  • Integrating Glofox with Trainerize
  • Integrating Glofox with Ripple
  • Integrating Glofox with Referrizer
  • Integrating Glofox with Perkville
  • Integrating Glofox with Listen360
See more

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