Front Office

User Profile - CRM Smart
From the user's profile, by clicking on the button  it is possible to add notes or CRM tasks and browse the task history by date of creation or schedul...
Thu, 5 Mar, 2020 at 12:20 PM
ProShop
From Front Office -> ProShop you can sell various items(excluding subscriptions) both to existing customers and anonymous people (not registered in the s...
Fri, 6 Mar, 2020 at 4:38 PM
ProShop - Gift Card
To sell Gift Cards click on Front Office -> Proshop: if the client is new, it will be possible to create a user profile by clicking on Add New Perso...
Mon, 16 Mar, 2020 at 4:56 PM
Services - How to Book/Sell a Service
Introduction A service is a bookable appointment for a private session with a personal trainer, instructor, beautician, physiotherapist, etc. or the rental...
Tue, 17 Mar, 2020 at 5:00 PM
Services - How to Create Filters
Instead of manually adding the resources each time you have to filter a service in order to proceed with the booking, you can save a specific filter that wi...
Wed, 18 Mar, 2020 at 10:00 AM
Services - Advanced Booking
With the Advanced Booking it is possible to speed up the booking procedure for multiple bookings: open the Service Planner from Front-Office -> Service...
Wed, 18 Mar, 2020 at 11:29 AM
CRM Dashboard
To open the CRM dashboard and manage CRM tasks, click on Front-Office -> CRM Dashboard All Tasks: summary of all CRM tasks, with the possibility to fil...
Wed, 3 Jun, 2020 at 12:38 PM
User's Agenda
Through the User's Agenda in Front-Office it is possible to check CRM tasks assigned to each user or group of users (administrators, trainers, etc.) an...
Thu, 19 Mar, 2020 at 5:42 PM
How to Redeem a Gift Card/Coupon
Initial Configuration The operator requires the activation of a specific user right to redeem a coupon/gift card. It is called "Allow user to redee...
Thu, 19 Mar, 2020 at 6:39 PM