Functions-> Users-> Add user
• 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.
• Enter the guest’s address
• 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
• 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.
• Enter any appropriate notes in the open text field