User Guides

Communication Tools

• Important information about external links and iFrame embeds in Community posts
• Automated Birthday Message
• Conversations Tab
• Campaigns Report
• How to Send 1:1 Messages
• Automated Booking Reminders

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XLerate

• XLerate - Membership Renewal Reminders and Membership Yearly Reminders Workflows
• XLerate - Cart Abandonment workflow
• XLerate - Member Expired and Cancelled Workflows
• XLerate - Members Workflow
• XLerate - New Service Started workflow
• XLerate - Visits Milestones Workflows

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Managing Your Staff

• Virtual Appointments Slots Generation
• How to Restore Deleted Staff Members
• How to Reset Staff Passwords
• How to Delete and Replace Staff Members
• Appointments - Variable Appointments
• Two-Step Verification

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Payment Processing

• How to Use Sales Attributions to Drive and Track Sales
• How to Set Up and Edit Sales Tax in Glofox for Tax-Exclusive Businesses (US and Canada)
• Using Payment Links to Collect Failed Subscription Payments
• How to Set Up Sales Tax in Glofox for Tax-Inclusive Businesses
• How to use the Checkout feature
• Handling Chargebacks and Disputes with Glofox Payments

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Managing Memberships

• Memberships: Select a Cancellation Reason when Scheduling a Cancellation
• How to Find Paused Memberships
• Resources for Managing Memberships
• How to View a Client’s Activity History
• Pause Memberships Billed on the 1st of the month
• How to Purchase a Membership for a Client

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Managing Your Standalone App

• General troubleshooting for your Standalone App Build

Managing Your Clients

• Client Profile – Details Section
• Tasks
• How to Capture a Client’s Tax Identification Number
• Capturing Your Client’s Address on the Dashboard
• Profile Edit Restrictions for Member App & Web Portal
• Search for Clients by Barcode

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Sales and Marketing Tools

• Where to Find the Registration Point of a Lead
• How to Download the Leads Report
• An Overview of the Sales and Marketing Tools
• How to Filter Leads to Send Targeted Messages
• How to Use the Traffic Light System to Target Leads
• What are the Lead Statuses Within Glofox

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Glofox Pro

• ProApp: Send Email to Class Participants
• Send Emails to Individual Clients via the Glofox Pro App
• New: How to Identify Leads and New Members In Glofox Pro
• How to Use Reports on Glofox Pro
• Managing Your Clients from Glofox Pro
• Managing Memberships from Glofox Pro

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The Store

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

Access Monitoring

• Purchasing Alternative Barcodes
• Integrating Access Control with Passport Technologies
• How to Manually Check-In Clients
• Integrating Access Control with Kisi
• How to Set up Barcodes and Scanners
• Getting Started with the Check-in Kiosk

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Migrations

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

Insights

• ABC Insights for Glofox

Reports

• Scheduled Revenue Report
• Membership Plan Changes Report
• No Shows Report
• How to Use the Lost Members Report
• How to use the Trainer Insights report
• How to use the New Memberships Report

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Integrations

• Integrating Glofox With Wellhub (formerly GymPass)
• Integrating Glofox with Loyalsnap
• Integrating Glofox with Listen360
• Integrating Glofox with Ripple
• Integrating Glofox with GymLeads
• Integrating Glofox with Referrizer

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