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  2. User Guides
  3. Managing Your Clients

Managing Your Clients

  • Client Profile – Details Section
    The Details section of the Client Profile in Glofox gives you a complete over...
  • Tasks
    Key Benefits of 'Tasks'   What's Included   How to Create a Task  Task Ins...
  • How to Capture a Client’s Tax Identification Number
    This article will walk you through: When to capture a client’s Tax ID number ...
  • Capturing Your Client’s Address on the Dashboard
    This article will take you through; What is Capture Client’s Address? How to...
  • Profile Edit Restrictions for Member App & Web Portal
    In this article, we will discuss: What is it? How does it work? Next steps an...
  • Search for Clients by Barcode
    This article will take you through;  What is Search by Barcode? How to use Se...
  • How to Find Overdue Memberships
    This article will take you through;  What is an Overdue Membership? What does...
  • How to Use the Client Filters on Your Glofox Dashboard
    This article will take you through; What are Client Filters? How to use the C...
  • Sweat Story – Member Quarterly Review
    This article will take you through: What is Sweat Story? Insights included in...
  • How to Download a Client List
    This article will take you through;  What is a Client list download?  How to ...
  • How to Add a Photo to Your Clients Profile
    This article will take you through; How to add a photo to your client's profi...
  • 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...
  • Member Information in the Member App and Web Portal
    Members can input their tax ID  and emergency contact information within the ...
  • How to Restore Deleted Clients
    This article will take you through; Restoring deleted Clients How to access t...
  • How can a Member see their Visits in the Member App?
    This article will take you through:What are member visits?How members can see...
  • Automated No‑Show & Late Cancellation Fees
    Automated No‑Show and Late Cancellation Fees help studios consistently enforc...
  • 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...
  • 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 Delete a Member or Lead
    This article will take you through;  How to Delete a Member & Lead How to Res...
  • How to Unpause or Modify a Pause on a Membership
    This article will take you through;  Pausing Memberships How to modify a paus...
  • How to Reset Client and Lead Passwords
    This article will take you through;  How to reset Client and Lead passwords ...
  • Maintenance Fees
    This article will cover: What are Maintenance Fees What's included How to con...
  • Recurring Appointment Bookings
    What is a Recurring Appointment? Recurring Appointment Bookings are available...
  • What Happens When a Client Cancels a Booking
    This article will take you through;  What happens when a client cancels a bo...
  • How to Book a Client into a Class
    This article will take you through;  Who can book a client into a class?  Ho...
  • How Your Members Access Roaming Locations
    This article will take you through: How to access another location on a roami...
  • Using the Strike System to Reduce No Shows
    This article will take you through; What is the Strike system? What are the b...
  • Cancellation Compliance Updates
    In this article, we will cover: Cancellation Compliance Overview Why this mat...
  • Checklist to Use When Working With E-Agreements
    This article will take you through;  What are E-agreements and why should I u...
  • Discounts & Promo Codes - Insights
     What is the Discounts & Promo Codes Insights Tab?The Insights tab provides d...
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