Clubfit Software Training Portal

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Course curriculum

1. How to use this Training Portal
2. Global Member Settings
3. Billing and Settlements - How Does It All Work ?
4. Clubfit billing and charges explained!
1. How to create a Staff Member
2. Staff Role Settings
3. Adding and Setting Up an Instructor (Including App Registration)
4. Set Up a Service for Bookings
1. Book Member, Prospect or Guest into Personal Training Session - Desktop
2. Book Member, Prospect or Guest into Service Session - Desktop
3. Book a member into a Personal Training Session - External Link - Website
4. Copy of Book a member into a Service Session - External Link - Website
1. Create a Class Timetable
2. Schedule a Class
3. Allow and Setup Guest Class Bookings
4. Create a Single Event - Free Event
5. Create a Single Event - Paid Event
1. Book a member into a class and view the Group Fitness Timetable - Desktop
2. Group Fitness Class Guest or Member Bookings Website External Link
1. Membership Overview
2. Create Membership Types - Settings
3. Membership Types - Class Restrictions and Cost
4. Membership Types - Online Start Date and Payment Allowances
5. Membership - Complimentary Free
6. Online Membership - Forward Date a CHALLENGE Starting Date for Online Signups.
7. Membership Type - Visit Count Restrictions
8. Membership Type - Attendance HOURS Restriction
9. Membership Suspension - Weekly Charge Settings
10. Membership Suspension - Pro Rata - Settings
11. Membership Suspension - Freeze
12. Membership - Archive or Cancel
1. Sign up Member In Club - Desktop
2. Sign up member in the club at the desktop
3. Sign Up Member - External Link
4. Sign Up member in the app
1. Add- On Explained
2. Create an Add On Membership
1. Subscriptions Explained
2. Create a PT or Service Subscription
3. Create a Group Fitness Subscription
4. Create a Creche Subscription
5. Sell a Subscription to a Member
1. Member Snapshot
1. Member Menu - Latest Visits
1. Member Profile
2. Member Profile - Contract
3. Member Tab - Payment History
4. Member Tab - POS
5. Member Tab - Tasks
6. Member Tab - Change History
7. Member Tab - Actions
8. Member Tab - Communication
9. Member Tab - Attendance
10. Member Tab - Link Members
11. Member Tab - Bookings
12. Member Tab - Group
13. Member Tab - Fitness
14. Member Tab - Children
15. Member Tab - My Club App
16. Member Tab - Events/Calls
17. Member Tab - PAQ
18. Archive a member
19. Suspend a member
1. Booking Type
2. Members Bulk Suspension / Unsuspension
3. Discount Coupons
4. Export Members / Prospects / Students
5. Pre Activity Questionnaire
6. Orientation Questionnaire
7. Look Up
8. Member Group
9. Sort Online Memberships
10. POS
11. Rewards
12. Member Rewards - Reporting and Redemptions
13. Role Settings
1. Create Membership Types
2. Direct Debit and Paid In Full Membership Type Differences
1. Clubs - Tabs
2. Clubs - Location Tab
3. Clubs - Contact Tab
4. Clubs - General Tab
5. Clubs - Debt Collection Tab
6. Clubs - EOD Emails Tab
7. Clubs - Communication Tab
1. Weekly Group Fitness Timetable
2. Group Fitness / Group Fitness IFrame
3. In-Club Class Checkin / In-Club Class Checkin IFrame
4. In-Club Creche Checkin / In-Club Creche Checkin IFrame
5. Online Sign Up V2 / Online Sign Up V2 IFrame
6. In-Club Online Signup v2 / In-Club Online Signup v2 IFrame
7. MyAccount Login Page
8. Prospect Enquiry IFrame
9. Prospect Trial IFrame
10. Prospect Kiosk
11. Prospect Casual Visit
12. Member Barcode Check-in
13. Book me - PT or Service Booking
14. Self Service Cancellation
15. Self Service Suspension
16. Product Online Shop
1. Fitness Module - Introduction
2. Fitness Module - Exercise Library
3. Fitness Module - Workout Library
4. Fitness Module - Workout Schedule
1. Administration Communication Menu - Introduction
2. Member SMS / Email
3. Swim SMS / Email
4. Booking SMS / Email
1. Administration Menu
2. Administration - Member
3. Administration - Prospect
4. Administration - Swim
5. Administration - Mobile App
6. Administration - MyAccount
7. Administration - Class Booking
8. Administration - PT Booking
9. Administration - Creche Booking
1. Clubfit Platform Branding
2. Clubfit App Branding
3. Clubfit My Account Branding
1. POS - Products
2. POS - Stock Management
1. Marketing Module Overview
2. Templates
3. Birthdays
4. Campaigns
5. Member and Prospect Nurturing
6. Group Email and SMS
7. App Communication
1. Reports - General - Tiles
2. Reports - Acquisitions
3. Reports - Active Members
4. Reports - Archived Action
5. Reports - Archived Processed
6. Reports - Birthdays
7. Reports - Communication
8. Reports - Core Membership Billing
9. Reports - Covid Vaccinated
10. Reports - Expiring / Expired Members
11. Reports - Future Actions
12. Reports - Gender
13. Reports - Member Age
14. Reports - Member Extras
15. Reports - Member Groups
16. Reports - Member Status
17. Reports - Member Active Only
18. Reports - Parental Guarantor
19. Reports - Member Set to Term Status
20. Reports - Member Tasks
21. Reports - Membership Transfer
22. Reports - Members Linked
23. Reports - Members Payers linked
24. Reports - Membership Category
25. Reports - Member Requests
26. Reports - Membership Types
27. Reports - Minimum Term Reached
28. Reports - MyClub Users
29. Reports - New Membership Sales
30. Reports - Online Signups
31. Reports - Opt Outs
32. Reports - Performance
33. Reports - Previous Actions
34. Reports - Prospect Conversion
35. Reports - Referrals
36. Reports - Restored Members
37. Reports - Retention
38. Reports - Reverted Cancellations
39. Reports - Rewards
40. Reports - Tags
41. Reports - Statistics
42. Reports - Suspended Members
43. Reports - Visit / Booking Ratio
44. Reports - Vouchers
1. Reports - Attendance - Tiles
2. Reports - Attendance - Creche Session Attendance
3. Reports - Attendance - Club Usage By Hour
4. Reports - Attendance - Group Class Attendance
5. Reports - Attendance - Member Attendance Statistics
6. Reports - Attendance - Member Risk
7. Reports - Attendance - Member Scan In
8. Reports - Attendance - Non Attendance
9. Reports - Attendance - PT Attendance
10. Reports - Attendance - No Show
11. Reports - Attendance - Prospect/Guest Attendance Statistics
12. Reports - Attendance - Staff Scan In
1. Reports - POS - Tiles
2. Reports - POS - Casual Entry
3. Reports - POS - Member POS Credit
4. Reports - POS - POS Discounts
5. Reports - POS - POS Margin Report
6. Reports - POS - POS Outstanding
7. Reports - POS - POS Product Sales
8. Reports - POS - POS Product Online Sales
9. Reports - POS - POS Trading Summary
10. Reports - POS - POS Transaction Audit
11. Reports - POS - POS Commission
12. Reports - POS - POS Till Off
13. Reports - POS - POS Consumables Expiry
1. Reports - Financial - Tiles
2. Reports - Financial - Add On Payment
3. Reports - Financial - Amended Payments
4. Reports - Financial - Clubfit Fees
5. Reports - Financial - Commission
6. Reports - Financial - Debt Collection
7. Reports - Financial - Dishonours
8. Reports - Financial - Daily Billing
9. Reports - Financial - Deferred Payments
10. Reports - Financial - Disbursement Report
11. Reports - Financial - Discount Coupons
12. Reports - Financial - Expired Credit Cards
13. Reports - Financial - Member Subscriptions
14. Reports - Financial - Membership Add-On
15. Reports - Financial - Not Billed
16. Reports - Financial - Offline Manual Payments
17. Reports - Financial - Payment Breakdown
18. Reports - Financial - Payment Issues
19. Reports - Financial - Payment Dispute
20. Reports - Financial - Payment Summary (Debits)
21. Reports - Financial - Payment Types
22. Reports - Financial - Processed Payments (Debits)
23. Reports - Financial - Processed Payments By Category (Debits)
24. Reports - Financial - Refunds
25. Reports - Financial - Royalty Disbursement
26. Reports - Financial - Varied Payments
27. Reports - Financial - No Payment Info
28. Reports - Financial - Stopped Payment
29. Reports - Financial - Snapshot
1. POS - Create a Product
2. POS - Stock Levels
3. POS - Stocktake
1. Product Sales - Online in the App
1. POS Overview
2. POS - Walk In Sale
3. POS - Member Sale
4. POS - Prospect Sale
5. POS - Sell Membership
6. POS - Sell Subscription
7. POS - Switch User
8. POS - More Actions
9. POS - Till Off
1. Accounts Overview
2. Invoicing
1. My Club Fitness App - Free Version
2. Unique Branded App
3. Unique Branded App Request
4. Inviting existing Clubfit members to download the app and create a login.
5. Invite Prospective Members to Download the App and Sign Up.
1. App Settings Overview
2. App Settings - Explained

About this course

Free
250 lessons

Clubfit Software Training Portal

Course curriculum

Backend

Staff and Instructors

Bookings - PT or Service

Create and Schedule Group Fitness Classes

Bookings - Group Fitness

Memberships

New Membership Sign Up

Membership - Add Ons

Membership Subscriptions - Extra's

Member Directory

Member Menu

Members Details

Administrator Menu

Administrator Menu - Membership Types

Administrator Menu - Clubs

Administrator Menu - Clubs - External Links

Administrator Menu - Fitness Module

Administrator Menu - Settings - Communication Module

Administrator Menu - Settings - Administration Module

Administrator Menu - Settings - Club Branding

Administrator Menu - POS

Marketing Module

Reports - General

Reports - Attendance

Reports - POS

Reports - Financial

Products - Merchandise Setup

Product Sales - Online in the App

Point Of Sale Module

Accounts

My Club and Branded App

App Settings

About this course