Clubfit Software Clubs Training Portal

Clubfit Software Training Portal

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Course curriculum

1. How to use this Training Portal
2. Global Member Settings
3. Clubfit Billing and Charges Explained
4. Member Billing and Settlements
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. How Do Members Book a Service or Personal Training Session in the App?
1. Create and Schedule a Group Fitness Class
2. Allow and Setup Guest Class Bookings
3. Create a Single Event - Free Event
4. 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
3. How Do Members Book a Group Fitness Class in the App
1. Create and Schedule a Creche Session
2. Crèche Schedule with Age Restrictions
3. Create a Paid Creche Subscription
1. Book into Creche
1. Facility Bookings
1. Membership Overview
2. Create Membership Types - Settings
3. Membership Type - Class Restrictions
4. Membership Types - Cost Options
5. Membership Types - In-Club VS Online Link Toggle
6. Membership Types - Auto Variation
7. Membership Types - Online Start Date and Payment Allowances
8. Membership - Complimentary Free
9. Online Membership - Forward Date a CHALLENGE Starting Date for Online Signups.
10. Membership Type - Visit Count Restrictions
11. Membership Type - Attendance HOURS Restriction
12. Membership Suspension - Weekly Charge Settings
13. Membership Suspension - Pro Rata - Settings
14. Membership Suspension - Freeze or Pause
15. Membership - Edit or Remove a Member Suspension
16. Membership - Archive or Cancel
17. Combine a Core Membership, Class Add-On and PT or Service Subscription?
1. Sign up Member In Club - Desktop
2. Sign Up Member - External Link
3. Sign Up member in the app
1. Create a PT or Service Subscription
2. Create an Add On to a Membership
3. Combine a Core Membership, Class Add-On and PT or Service Subscription?
4. Sell a Subscription to a Member
5. Create a Paid Creche Subscription
1. Member Directory and 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 - PAQ
17. Member Tab - Rewards
1. Clubs - Location Tab
2. Clubs - Contact Tab
3. Clubs - KPI
4. Clubs - Debt Collection Tab
5. Clubs - EOD Emails Tab
6. Clubs - Communication Tab
7. Clubs - External Links Overview
8. Clubs - Social Media
1. External Links Overview
2. Weekly Group Fitness Timetable
3. Group Fitness / Group Fitness IFrame
4. In-Club Class Checkin / In-Club Class Checkin IFrame
5. Online Sign Up V2 / Online Sign Up V2 IFrame
6. MyAccount Login Page
1. Fitness Module
1. Administrator - Settings - Signup (Member Settings)
1. Administration - Settings - Communication Member SMS and Email
1. Clubfit Platform Branding
2. Clubfit Mobile App Branding
3. Clubfit My Account Branding
1. POS - Products
2. POS - Process a Walk-In Sale or Member Sale in POS
3. POS - Sell Merchandise/Products online and in the app?
1. Prospect Directory and Snapshot
1. Understanding the Prospects Module
1. Prospects Menu - Recent Activity
2. Prospects Menu - People
3. Prospects Menu - Calendar
4. Prospects - Schedule Calendar Block out
5. Prospects Menu - Today
6. Prospects Menu - Performance
7. Prospects Menu - Next Call
8. Prospects - Casual Visit
9. Prospects Menu - No Scheduled Calls
10. Prospects Menu - End Of Day
1. Prospect Reports - Sales Report
2. Prospect Reports - Appointments
3. Prospect Reports - Calls Activity
4. Prospect Reports - Club Performance
5. Prospect Reports - Prospect Count
6. Prospect Reports - Prospect Trials
7. Prospect Reports - POS Referrals
8. Prospect Reports - Not Interested
9. Prospect Reports - SMS Opt Out
10. Prospect Reports - Scorecard
1. Marketing Module Overview
2. Templates
3. Birthdays
4. Campaigns - Email and SMS
5. Member Nurturing Overview
6. Member Nurturing - Email Setup
7. Member Nurturing - Phone Setup
8. Member Nurturing - SMS Setup
9. Prospect Nurturing - Phone, Email and SMS
10. Send a Group Email Using Member Numbers from a Spreadsheet
11. Send a Group Email to Members
12. Send a Group Email to Prospects
13. Send Group SMS to Members
14. Send Group SMS To prospects
15. Send a Push Notification to Members?
16. Publish or Push a News Feed Post in the MyClub Fitness App?
1. Automated Reporting
2. Reports - General Overview
3. Reports - General - Acquisitions
4. Reports - General - Active Members
5. Reports - General - Archived Action
6. Reports - General - Archived Processed
7. Reports - General - Birthdays
8. Reports - General - Club Movement
9. Reports - General - Communication
10. Reports - General - Core Membership Billing
11. Reports - General - Creche Session Statistics
12. Reports - General - Expiring / Expired Members
13. Reports - General - Fitness Passport
14. Reports - General - Future Actions
15. Reports - General - Gender
16. Reports - General - Group Fitness Class Statistics
17. Reports - General - Instructors Sessions / Classes
18. Reports - General - Marketing
19. Reports - General - Member Active Only
20. Reports - General - Member Age
21. reports - General - Member Blacklist
22. Reports - Member Extras
23. Reports - Member Groups
24. Reports - General - Parental Guarantor
25. Reports - General - Member Payers Linked
26. Reports - General - Member Requests
27. Reports - General - Member Status
28. Reports - General - Member Set to Term Status
29. Reports - General - Member Stored Credits
30. Reports - General - Member Tasks
31. Reports - General - Members Linked
32. Reports - General - Membership Change History
33. Reports - General - Membership Transfer
34. Reports - General - Membership Types
35. Reports - General - Minimum Term Reached
36. Reports - General - MyClub Users
37. Reports - General - New Membership Sales
38. Reports - General - Online Signups
39. Reports - General - Opt Outs
40. Reports - General - Performance
41. Reports - General - Previous Actions
42. Reports - General - Referrals
43. Reports - General - Restored Members
44. Reports - General - Retention
45. Reports - General - Reverted Cancellations
46. Reports - General - Rewards
47. Reports - General - Statistics
48. Reports - General - Suspended Members
49. Reports - General - Vouchers
1. Reports - Attendance - Member Attendance Statistics
2. Reports - Attendance - Member Scan In
3. Reports - Attendance - PT / Service Attendance
1. Reports - Financial - Tiles
2. Reports - Financial - Clubfit Fees
3. Reports - Financial - Debt Collection
4. Reports - Financial - Dishonours
5. Reports - Financial - Daily Billing
6. Reports - Financial - Disbursement Report
7. Reports - Financial - Member Subscriptions
8. Reports - Financial - Membership Add-On
9. Reports - Financial - Payment Issues
10. Reports - Financial - Payment Summary (Debits)
11. Reports - Financial - Processed Payments (Debits)
12. Reports - Financial - Processed Payments By Category (Debits)
13. Reports - Financial - Refunds
14. Reports - Financial - Snapshot
1. POS - Create a Product
1. Product Sales - Online in the App
1. POS Overview
2. Selling a Product to a Member and Walk ins
1. Invoicing
1. Mobile Apps - Free and Branded Versions
2. Unique Branded App Request
3. Inviting existing Clubfit members to download the app and create a login.
4. Invite Prospective Members to Download the App and Sign Up.
5. Mobile App Settings
6. Mobile App Branding Settings

About this course

Free
206 lessons
1 hour of video content

Clubfit Software Training Portal

Course curriculum

Backend

Staff and Instructors

Bookings - PT or Service

Create and Schedule Group Fitness Classes

Bookings - Group Fitness

Create and Schedule Creche Timetable

Bookings - Creche

Bookings - Facilities

Memberships

New Membership Sign Up

Membership Subscriptions and Add-Ons - Extra's

Member Directory

Member Menu

Members Details

Administrator Menu - Clubs

Administrator Menu - Clubs - External Links

Administrator Menu - Fitness Module

Administrator Menu - Settings

Administrator Menu - Settings - Communication Module

Administrator Menu - Settings - Club Branding

Administrator Menu - POS

Prospects Directory

Prospect Details

Prospects Menu

Prospect Reports

Marketing Module

Reports - General

Reports - Attendance

Reports - Financial

Products - Merchandise Setup

Product Sales - Online in the App

Point Of Sale Module

Accounts

Mobile App - My Club and Branded App

About this course