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  3. Managing Your Clients

Managing Your Clients

  • Recurring Appointment Bookings 
    Recurring Appointment Bookings are now available for customers on the new ver...
  • How to use Promo Codes in Glofox
    This article will take you through  What are Promo Codes in Glofox? How to c...
  • How can a member delete their profile in the Member App?
    As part of new requirements from Apple, we have now added a delete account bu...
  • Recurring Class Bookings - Beta
    Recurring class bookings overview and benefits  Instructions for setting up...
  • How to Manually Add Credits to a Client's Profile
    This article will take you through manually adding credits to a Clients profi...
  • How to Capture a Client’s Tax Identification Number
    This article will walk you through: When to capture a client’s Tax ID number...
  • Using Discounts in Glofox
    This article will take you through;  What are Discounts? How to Create a Dis...
  • Search for Clients by Barcode
    This article will take you through;  What is Search by Barcode? How to use S...
  • How to Track Class Attendance
    What is Class Attendance How to track Class Attendance Tracking attendanc...
  • How to Book a Personal Trainer for a Client
    This article will take you through;  Setting up a Trainer Appointment Schedu...
  • How to Book a Client into a Class
    This article will take you through;  Who can book a client into a class?  Ho...
  • Capturing Your Client’s Address on the Dashboard
    This article will take you through; What is Capture Client’s Address? How to...
  • How to Reset Client and Lead Passwords
    This article will take you through;  How to reset Client and Lead passwords ...
  • Checklist to Use When Working With E-Agreements
    This article will take you through;  What are E-agreements and why should I ...
  • How to Unpause or Modify a Pause on a Membership
    This article will take you through;  Pausing Memberships How to modify a pau...
  • How to Delete a Member or Lead 
    This article will take you through;  How to Delete a Member & Lead How to Re...
  • What Happens When a Client Cancels a Booking
    This article will take you through;  What happens when a client cancels a bo...
  • How to Restore Deleted Clients
    This article will take you through; Restoring deleted Clients How to access ...
  • How to Find Overdue Memberships
    This article will take you through;  What is an Overdue Membership? What doe...
  • How to Use the Client Filters on Your Glofox Dashboard
    This article will take you through; What are Client Filters? How to use the ...
  • Using the Strike System to Reduce No Shows
    This article will take you through; What is the Strike system? What are the ...
  • How to Add a Photo to Your Clients Profile
    This article will take you through; How to add a photo to your client's prof...
  • An Intro to the Membership Reports
    This article will take you through; What are the Member Reports? Where to fi...
  • How to Download a Client List
    This article will take you through;  What is a Client list download?  How to...
  • How to Add Notes to Your Clients Profile
    This article will take you through;  What are Notes? How to add Notes to you...

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