User Guides

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

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The Store

• How to Edit Store Prices
• How to Set up and Use the Store
• How to Add Products to the Store
• How to Purchase Products from the Store

Glofox Pro

• Signing E-Agreements from the Glofox Pro App and the Member App
• 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

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Communication Tools

• Getting Started With SMS
• How to Send an SMS to Your Clients
• Getting Started With Messages (Emails)
• How to Send Push Notifications to Your Clients
• How to Create Community Articles for Your Member App

Sales and Marketing Tools

• Lead Capture Forms
• How to create a QR Code to bring your users to the Member App.
• An Overview of the Sales and Marketing Tools
• How to Capture Leads with Glofox
• Embedding the Lead Capture Form
• How to Download the Leads Report

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Managing Your Clients

• How to Manually Add Credits to a Client's Profile
• How to Capture a Client’s Tax Identification Number
• Applying Discounts in Glofox
• Search for Clients by Barcode
• How to Track Class Attendance
• How to Book a Personal Trainer for a Client

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Managing Memberships

• Pause Memberships Billed on the 1st of the month
• How to set the eligibility of Credits
• How to Edit Payment Dates on a Subscription
• Managing Group Memberships (In Beta)
• How to Edit Membership Prices
• How to View a Client’s Activity History

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Managing Your Staff

• How to Reset Staff Passwords
• How to Restore Deleted Staff Members
• How to Delete and Replace Staff Members

Payment Processing

• How to Update Prices in Glofox
• New: How to Use the Transactions Tab
• How to Set Up and Edit Sales Tax in Glofox for Tax-Exclusive Businesses (US and Canada)
• How to Set Up Sales Tax in Glofox for Tax-Inclusive Businesses
• Subscriptions Paid by Flexible Payments
• FAQ: Configuring Sales Tax in Glofox

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Reports

• Find Members That Owe You Money with the Report on Money Owed
• How to view Scheduled Revenue
• How to use the New Memberships Report
• New: How to Use the Lost Members Report
• An Intro to the Activity Reports
• How to Use the Performance Reports

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Integrations

• Integrating Glofox with Ripple
• Integrating Glofox with Referrizer
• Integrating Glofox with Perkville
• Integrating Glofox with Listen360
• Integrating Glofox With Gympass
• Integrating Glofox with ClassPass

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