Customer Training Commitment Levels & Tracking "Lost Sheep"

A new feature has been added to keep a close track on a clients commitment level / week for services like personal training.
Each sales package can now have an effective bookings/week level set & when the package is purchased the customer will be set at that level.

Their completed bookings / week then shows on […]

Client Nutrition Improvements & Meal Planning

Some new things have been added to nutritional logging in the client login area. We’d thought about adding meal plans in the past but standard ‘meal plan templates’ seemed so boring and although it’d be easy to add in standard meal plans for different calorie target levels - it wouldn’t be so easy to have […]

Storing Paper Agreements

Although ClubReady has extensive support for electronically signed agreements, sometimes agreements get printed and signed on paper. They would then normally be stored in a filing cabinet (or bank of filing cabinets!) somewhere.
Now, scanned agreements can be uploaded. In fact any file can be uploaded and stored with an agreement.
So, on the agreement detail page […]

Tracking The ROI of Marketing Campaigns

All clubs do marketing - some a lot, some a little, but my guess is most clubs, especially smaller ones,  don’t ever get a truly accurate picture of just how worthwhile any specific campaign was. Just exactly what was the $ return on that mailer or radio spot?
A new addition to ClubReady makes that evaluation […]

Add New Prospect Form Gets Some Improvements

Changing a form is not something normally added to the blog - but the Add Prospect form is a key data entry form for any club using ClubReady - bad data in means bad data out.
This form has had many improvements.  It’s now possible to define in setup exactly how this form works - what […]

Flagging Client Bookings With Ease

Lets say you want to standardize how certain bookings are flagged - for example, you want every customer after their 5th Personal Training session to get an assessment, or you want to send a certain email after their 10th booking, or you want to set a reminder to talk about re-signing 5 sessions from their […]

Some Usability Improvements To The Purchase Agreement Signature Step

A minor improvement has been added to the agreement purchase process. Following a purchase chances are the next step is to book some sessions, make sure the client has their login details, scan a barcode.  Previously after a purchase you had to then look up the customer to do these things - now links to […]

Sending Automatic Booking Reminders By Email And By Text Message

A new feature has been added that allows booking reminders to be sent to customers. Reminders can be added to any service type or class that you offer and can be by email (24hrs prior) and / or by text message (SMS) 2hrs before.
The setup page is in the admin login setup area under the […]

Improvements To Service Agreements Management Interface

Some improvements have been added to the way service agreements (eg customer PT contracts) can be managed.
The agreement detail page has a few additions - the ability to add notes about an agreement directly from the details page has been added & the link to adjust / cancel agreement.

The new button - Adjust / […]

Creating Custom Admin User Types

ClubReady has up until now had two different types of admin user - Master Admin (which can do everything in the system) and Front Desk Admin (that has some restricted functionality - like being unable to access the setup or reports).
Especially now, with the improved dashboard functionality, having the ability place various snapshot widgets on […]