Clients - Participation
From the Frontdesk, head to the Activities header, click Current and then Edit on the activity of your choice. In the Details tab, Features and Other L...
Tue, 8 Apr, 2025 at 12:12 PM
From the Frontdesk, go to Notes and select Notes List. Notes appear in chronological order. To find a note, enter the note’s title or the tag name...
Thu, 30 Mar, 2023 at 12:51 AM
If a client goes on holiday, needs to be placed on a waitlist or is an unsuitable fit for an activity, their status must be changed through the Activity Req...
Thu, 30 Mar, 2023 at 1:42 AM
This feature is beneficial for trainers who need to be aware of a client’s health needs. First, to add emergency health information follow the How to Ad...
Thu, 30 Mar, 2023 at 8:56 PM
Organising a special community event such as a garage sale or cake stall and needing participants to give you more detailed information then use Expression ...
Fri, 11 Jun, 2021 at 2:53 PM
If you're having difficulties allocating existing clients to the attendance roll its possibly due to the Expression of Interest booking type. When ...
Thu, 20 Jan, 2022 at 4:49 PM
If you have inadvertently archived a client you can restore them back to your active list. Here's how 1. Go to Main Menu, select on the Client List ...
Tue, 8 Mar, 2022 at 10:04 PM
1. Go to Main Menu then Clients select Client List 2. Enter in Search the client's first name, surname or mobile 3. Then select Archive ...
Fri, 10 Mar, 2023 at 10:03 AM
1. In the Activity Summary > Request tab in the Client Tile under Session Allocation, you can see if the person is assigned to the attendance sheet. ...
Wed, 9 Apr, 2025 at 2:20 PM