Comms hub

Messages - will allow you to reach out to the customer via email, sms or push notification to the app.

Notes - will allow you to setup a note against the member, they will not see if on the app it is for internal use only.

Tasks - Allow you to setup a task to setup a deadline where needed.

Preferances

Allows you to see the way members can be communicated with as well as if they allowed terms & conditions and the privacy policy.

Profile

Allows you to see infomation about the member such as phone number, email etc.

Training / awards

See how many visits the customers has , as well as any awards they have earnt.

ParQ

Allows you to see the result from the Parq to see if the member has any health concerns which would affect the training.

Memberships

Allows you to see what memberships the customer has active, if it is active, overdue or cancelled.

Bookings

Allows you to see the customers bookings and what was used to book in the customer such as a specific credit.

Restrctions

Allows you to setup booking bans against specific customers.

Purchases

Allows you to see items paid for manually, as well as how many credits the member has and how long they are valid for.

With complete you can also see how many ePoint they have.

Payments

Allows you to see if a payment method is setup to take payments

Audit

Allows you to see if anyone has made changes to the customer.

Extra info

on the right-hand side you can see extra info about the member, how much they have spent, the amount of times they have attended and more.

You can see the status of the memberhisp plan

active membership - up to date on payments, has a payment method for the future

overdue membership - the member has missed a payment and this needs to be taken to be active

Incomplete membership - member does not have a payment method setup.