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  3. Managing Your Clients

Managing Your Clients

  • Compliance Solution for FTC Click-to-Cancel
    In this article, we will cover: FTC Click-to-Cancel Overview Why this matter...
  • [Early Access] Tags
    What are tags? How can I apply tags? How can I manage my tags? What are tags...
  • Profile Edit Restrictions for Member App & Web Portal
    In this article, we will discuss: What is it? How does it work? Next steps an...
  • Maintenance Fees [Beta]
    This article will cover: What are Maintenance Fees What's included Next step...
  • How to Process Member Cancellations in Compliance with NY State Legal Requirements (US)
    This article guides how to comply with New York’s updated health club contrac...
  • Sweat Story – Member Quarterly Review
    This article will take you through: What is Sweat Story? Insights included i...
  • Tasks
    Key Benefits of 'Tasks' What's Included How to Create a Task Task Insights ...
  • Member Information in the Member App and Web Portal
    Members can input their tax ID  and emergency contact information within the ...
  • How Your Members Access Roaming Locations
    This article will take you through: How to access another location on a roam...
  • Insurance
    You are able to capture your members' insurance details in the client's profi...
  • Spot Booking - Beta
    This article will take you through our Spot Booking feature What is Spot Bo...
  • Discounts & Promo Codes - Insights
      What is the Discounts & Promo Codes Insights Tab? The Insights tab provides...
  • How can a Member see their Visits in the Member App?
    This article will take you through: What are member visits? How members can ...
  • Recurring Appointment Bookings 
    What is a Recurring Appointment?  Recurring Appointment Bookings are now avai...
  • 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 For Unlimited & Restricted Memberships
    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 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 t...
  • 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 ...
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