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How to Add a user: Guest

How to Add a User: Guest

Functions-> Users-> Add user

General
User type = guest
Enter first and last name
Select how the guest was referred 
You can add referrals by selecting ‘add new’ at the bottom of the drop down box.  This will help drive future marketing efforts.
Choose gender
Select the primary goal of the guest
Card ID: enter the card ID card number on the card you are giving the client
If you’re not assigning a card at this time, it’s probably best not to sign the client.  Auto generate card ID can be used for sequential assignment of card ID numbers.
To load an image click on [choose file], navigate to the saved image on your local computer; click [load image]
No need to save the image on the local computer once it has been uploaded.

Address
Enter the guest’s address

Contact
Enter home, work, and cell phone numbers
Enter emergency contact information
Add the guest’s email
Note that multiple email addresses can be entered by placing “;” between each email address.
Check the box for enable SMS alerts if the member would like to receive text messages from your facility
Choose the cell phone provider


Miscellaneous 
Fields are provided for your convenience
You may enter birthday, company name, and occupation
You may assign locker numbers, track social security numbers, drivers license, and assigned trainer
The sales rep can be assigned
The sales rep assigned here is not credited with any sales, or assigned commissions; the sales rep field in this position will assist in queuing contacts to that particular salesperson. 

Notes
Enter any appropriate notes in the open text field

Click Save

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