Member Management

Operator help for Member Management. These articles cover the daily workflows for managing member accounts, building offers, running point of sale, configuring settings, processing check-ins, scheduling events, answering common questions, and managing belt tracker programs.

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Accounts

Member account workflows: profiles, cardholders, renewals, replacements, freezes, cancellations, returns, collections, and prospects. 16 articles

Offers and Enrollment

Offer Builder, member and prospect offers, online join pages, terms and signature tags, sign-up flows. 13 articles

Point of Sale

MyPOS daily operations, inventory setup, vendors, tax settings, barcodes, hardware, and reports. 12 articles

Settings

Client Preferences, branding, users and roles, access control, member attributes, add-ons, schedule ahead, club switcher, and pre-sale mode. 11 articles

Check-in

Online check-in, automatic barcode scanning, check-in to events, attendance tracking, status codes, and employee time clock. 6 articles

Scheduler

My Scheduler events, rooms and equipment, hours, holidays, instructors, trainer commissions, sessions, media library, and reports. 17 articles

FAQs

Frequently asked questions: auto-convert, compliance fees, billing FAQs, D-U-N-S numbers, tax, and Quebec French localization. 7 articles

Belt Tracker

Belt Tracker one-page guide for programs, levels, ranks, dashboard, testing criteria, and rank checklist. 1 article