User Guides

XLerate

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

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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

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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

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Communication Tools

• Two-Way Communication - Messages
• How to Create Custom Email Templates
• How to Use the Email Editor
• One-off email report
• Audiences
• One-off emails

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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.

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Managing Your Clients

• 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
• How Your Members Access Roaming Locations
• Insurance

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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

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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

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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

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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

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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

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