Club Ready Level 3
Discipline: Fitness
Type of Paper: Question-Answer
Academic Level: Undergrad. (yrs 3-4)
Paper Format: APA
Pages: 1
Words: 275
Question
• Setup> Sales> General Settings> Late Pays
Where can you adjust when a member is past due?
• Setup> Sales> General Settings> Late Pays
How do you edit what happens to Amenities / Booking / Credit Handling for Past Due Customers?
• Setup> Sales> General Settings> Late Pays
Where can you set up where to Automatically Add Late Payment Fees?
• Setup> Sales> General Settings> Late Pays
Where can you set up the Late Fee Sales Tax Rate?
• Setup> Sales> General Settings> Late Pays
Where can you set up the Returns / NSF Payment Fee?
• Setup> Sales> General Settings> Late Pays
Where can you edit what happens to Session Credits Tied To Returned Payments?
• Setup> Sales> General Settings> Late Pays
Where can you find when a member goes into 3rd Party Status?
• Setup> Sales> General Settings> Late Pays
Where can you set the Minimum Past Due Days Before Manually Can Force To 3rd Party
• Setup> Sales> General Settings> Late Pays
How do I force a member into 3rd party?
Members>Look Up Member>Agreements>Copy Agreement #> Force Third Party Tab
How do we find members in 3rd Party?
Members>In the filter section Click All and 3rd Party under No Misc. Filters
Where do we go to manage a 3rd party agreement?
Members>Look up Member> Agreement>Full Details>Change 3rd Party Status
When is it appropriate to use the settlement option when changing a 3rd party status?
When a payment through outside agency has been made.
What happens when you settle a 3rd party payment?
You drop an invoice.
What is the difference between Reinstate button and the reinstate under change party status?
The reinstate button gives you more options when reinstating the agreement.
- auto-renew
- membership expiration
Where would you go to find a list of the members that are past
Reports>Sales>Past Dues
Where would you go to see why an invoice was declined?
Reports>Sales>Declines Charges Log
Where would you find a list of payments that were returned/refunded?
Reports>Sales>Refunds/Returns
Where would I find a list of members who are past due with their first electronic funds transfer?
Reports>Sales>First EFT Past Due
Where do I find a list of members thatare in 3rd party collections within a certain time frame?
Reports>Sales>Third Party Collections
What type of person can be added asan associated member?
A prospect or an inactive member
Can all packages have an associated member attached to it.
No, it is based on package settings.
How can I add an associated member to a main members account?
Look Up Member>All Detail>Billing>Associated Members
Where can I find a list of members another club member referred?
- Members>All Detail>General>Referred Members
- Reports>Members>Referred Members
How do you assign a primary trainer to a club member?
Look up the member>All Details>Bookings>Assign a Primary Trainer
Why would you assign a primary trainer for a member?
To keep in mind who they prefer to take classes/sessions with.
Where can I find a list of new paying members?
Reports>Members>New Members
Where do I find a list of members who are assigned to trainers?
Reports>Members>Trainer Client Count
Where do I find a list of people members referred to the club?
Reports>Members>Referred Members
Where would I assign/reassign prospects to a staff member?
Reports>Staff>Prospects Assigned
Where can I update 3rd party contact information on products that are sold in the club.
Setup>Products>Vendors
Where can you go to make a product/category commissionable?
Setup>Products>Products Catagories
Where can you enable/adjust the price of inventory.
Setup>Products>Products
Where can I edit the categories inventory is placed in?
Setup>Products>Products>Select the Product>Catagories
Where do you go to manually adjust inventory manually.
Reports>Products>Inventory
When can I find out who has made changes to the inventory?
Reports>Products>Inventory Change Log
Where can you go to order inventory?
Reports>Products>Vendor Order
Where do you go to adjust inventory in bulk?
Reports>Products>Bulk Inventory Adjust
How do I bulk adjust inventory?
Export the inventory>Adjust the inventory in excel>save as a CSV on desktop>upload in Bulk Inventory Adjust
Where can I create custom categories?
Setup>Members>Custom Catagories
When you create a custom category, where will those categories show up?
- When a prospect is added (if turned on)
- in members account (member>general>edit profile)
Where can you create a custom field that is not provided by CR by default?
Setup>Members>Custom Fields
Where can a club add additional terms and conditions.
Setup>Members>Login Area Terms
Where can you add a 1st log in pop up message.
Setup>Members>First Login Help
How do I save a filter?
Look up>Filter>Select filter(s)>Click "save"
How do I send a email/test to those who have Opted out?
Lookup>Filter
Button>No Misc. Filters>check mark "send email blast even to
people who have opted out from emails" and check mark for ok in red box.
Where can I check to see edit/see amenities a member has?
Member>All Detail>General>Amenities
Where do I go to merge two accounts?
Member>All Detail>General Merge Two Member Profiles *Be in the account you want to keep*
How can I delete a member?
Member>All Detail>General>Delete a Member
In order to delete a member, the member cannot...
be active
How you add an announcement?
Setup>Communication>Announcements
How can I add a topic to be discussed in the discussion forum?
Setup>Communication>Discussion Forums
Where can a staff member be automatically notified about certain reports?
Setup>Communication>Internal Rports
Where can I cancel a email blast that was sent?
Reports>Communications>Live Send Queue
Where would I find a history of emails that were sent?
Reports>Communication>Bulk Email History
Where can I go to see if a member received an email?
Reports>Communication>User Email History
Where Can I go to see system emails that were sent out and who received them?
Reports>Communication>Email Metrics
Where can I setup/modify the health history form?
Setup>Wellness>Health History Form
Where can I modify/turn on/off what questions are needed when doing a fitness evaluation?
Setup>Wellness>Fitness Evaluation
Where can a staff member create their own exercises?
Setup>Wellness>Manage Exercises
Where can a club set up the the dietary defaults for members?
Staff>Wellness>Dietary Defaults
Where does the dietary defaults show for the club members?
In their portal
Where can you create a custom journal log?
Setup>Wellness>Default Custom Logs
Where can a club create food favorites for members to log?
Setup>Wellness>Food Favorites
How can a club re include articles that were excluded?
Setup>Wellness>Excluded Articles
How can a club exclude a wellness article?
Reports>Articles>Choose an Article>Exclude Article
Where does a club weigh the amount of automatic leads a staff type gets?
Setup>Automation>Lead Assignment
Where can a club add lead rule
2
Setup>Automation>Lead Rules
What are lead rules?
Things that automatically happen to certain leads?
Where can a club find the html for their web developer to set up the lead
widget?
Setup>Misc. Setup>Add Lead Widget(API)
Where can I find a report where it shows agreements sold by staff members and the conversion?
Reports>Intelligence>Sales Process
Where can I find the class conversion?
Reports>Intelligence>Class Conversion
Where can I find lead conversion?
Reports>Intelligence>Lead Conversions
Where can I find a report that shows how members heard about the club?
Reports>Intelligence>Referral
Where can I find what leads filled out a form and converted?
Reports>intelligence>Form Conversions
Where can I see a report of all forms and who signed it?
Reports>Intelligence>Form Detail
Where can a club setup their sales goals?
Setup>General>Club Targets
Where can I setup how a check-in kiosk looks?
Setup>General>Check in Kiosk
Where can a club edit what shows when a club checks in via the kiosk?
Setup>General>Check in Kiosk>Functionality
Where can a club add a message to populate when a member checks in via the kiosk?
Setup>General>Check in Kiosk>Messages/Ads
Where can a club change/apply the payroll eligibility?
Setup>Scheduling>General Settings>Apply Payroll Eligibility
Where can a club turn on Auto Session Cleanup?
Setup>Scheduling>General Settings>Auto Session Cleanup
Where can a club setup the time when specific customers can check in?
Setup>Scheduling>Club Access Times
Where can a club set what session credits are necessary for sessions?
Setup>Scheduling>Session Credit Grouping.
Where can you find the html for the class schedule widget?
Setup>Scheduling>Class Schedule Widget
Where can a club setup/see the payment gateways that are setup?
Setup>Sales>Payment Gateway Settings
Where can a club setup discount schemes for members?
Setup>Sales>Discount Schemes
What is a discount scheme based by?
Membership type/Ameneties
Where can a club see a report of all the drafts within a certain time period?
Reorts>Sales>Draft Report
Where can a DIY import a list of returns provided from their merchant?
Reports>Sales>Import Returns
Where can you generate a report of members with a certain amount of credits left?
Reports>Credits/Bookings>Members By Type
Where do you find a list of how much each staff member sold?
Reports>Staff>Staff Gross Sales
Where do you fine the report of how much CR takes from the club?
Reports>Misc. Reports>Remit Reports
Where do I find a report of how much a club owes their PIF customers if they end their agreement early.
Reports>Misc. Reports>Agreements Liability
Where do you fine a full list of customer files?
Reports>Misc. Reports>Client Files
Where can a corporate member receive an email of all new agreements for the district?
corporate login Setup>Communication>New Agreement Emails
Where can a corporate member receive their daily production report?
Corporate Login Setup>Communication>DPR
What is an internal hold?
a hold put on an invoice for CR to check and see if it went through or was declined
Where can you find the corporate URL?
In back office clubs>corporate login>edit chain
Where can you set the corporate reporting period for widgets and commissions?
In back office clubs>corporate login>edit chain
Where do you go to change a corporate members status to a club staff member?
In back office Misc>Tools>Move Corporate Level Employee To Club Level
What is a session credit group?
Services
and class credits can typically only be used to make bookings where the
type of booking matches the session credit type. You can create
groupings of session and class credit types so a certain type of credit
can be used to book a different type of service or class so long as it
is within a services / classes group.
How do you send an email to people with a certain primary trainer?
Members> Lookup> Filters> Primary Trainer Filter> Email tab
Who can fill out a fitness evaluation?
Staff
What does Not 3rd Party- Still Cancelled mean when managing a 3rd party agreement?
Changes the status to cancelled, instead of 3rd party, and leaves all invoices cancelled as well.
What does Re-instate mean when managing a 3rd party agreement?
Reinstates
the customer's invoices that were placed in 3rd party status. This does
not give you the opportunity to choose to have the agreement auto-renew
as the option mentioned in the above section will.
What does Settlement mean when managing a 3rd party agreement?
This
allows you to mark the amount that the customer paid to the third party
agency (outside of ClubReady). Invoices will not be reinstated, but an
invoice will be created and marked as paid for the settlement amount.