To Open a user Profile People (CRM)>>View Everyone>> Click the email of the user whose profile you wish to open.
Details:
On this tab you can:
- View/Update users' contact information
- View/Apply/Remove tags
- Set up/check payment methods
- Check waivers status (signed/missing)
Notes:
On this tab you can add, view, archive, and delete Notes. All notes are internal.
Files:
On this tab you can:
- Upload Files (images and pdfs)
- View/Remove files attached to this user
Memberships:
On this tab you can:
- View a users' current/past memberships
- Add new memberships
- Edit current memberships
- Cancel memberships
- Record a manual payment for a membership
To learn more about membership CLICK HERE
Payments:
On this tab you can:
- View a users payment history
- Process a new payment for a user
- Manual Membership Payment
- POS Order
- Misc Manual Payment
Forms:
On this tab, you can view all forms submitted by this user.
To learn more about Form CLICK HERE
Drips:
On this tab you can:
- View a users' current/past Drip campaigns
- See the users' position in a drip campaign and when the next message when send out
- Reset a users' position in a drip campaign
- Add a user to a new drip campaign
To Learn more about Drip Campaigns CLICK HERE
Classes:
On this tab you can:
- View a users' current registered classes
- See what classes the user is waitlisted on
- See a full class history
Appts:
On this tab you can:
- View a users' booked appointments
- You can see when an appointment was booked
- When the appointment was for
- The status of each appointment
Records:
On this tab you can:
- View a users' entries form the following areas from their app
- Maxes/PRs
- Measurements
- Progress Photos
- Programs
- Checkings
- Macro Log
As always, please feel free to reach out to success@myfithive.com with any questions you may have.
Category > Section:Business Management >People (CRM)
