Daily ‘To Do’ For Admin Users

ClubReady already has an extensive To-Do List management system that is available to all user login types (Clients, Admin’s, Providers) - that has the ability to create categories, drag & drop re-order, add notes, add reminders and so on.
This new addition is a small but effective addition to the To-Do list functionality. Every admin user […]

Some Improvements To Club Membership Lead Management

The membership leads functionality is a bit less powerful than the personal training prospect management in that it doesn’t have automatic rules or different categories beyond how the lead contacted the club. Some improvements have been made to allow for much greater flexibility in filtering and managing the lead list.
Now the membership lead  list […]

Setting Club Targets With A Clear Daily Picture Of Actual Vs Month To Date Target

A new setup item has been added that allows a club to set some targets for key measurements such as sales, new customers, membership leads added / converted. 
This is in Setup > Defaults > Club Targets in the admin login area. The targets are slightly different dependant upon if the club is set to […]

Customizing Your Admin Login Dashboard

Up until now the admin dashboard was a fixed collection of information panels - but it’s become clear that this is somewhat limiting because different types admin users want & need different things on their admin login dashboard. A ClubReady user that only uses ClubReady as a customer wellness portal is interested in different […]

Electronic Bank Drafts / Adding Setup Fees To Sales Packages

The ability to take drafts from bank accounts and also setup fees on purchase commitments has been added to the purchasing/billing system.
To accept eChecks - this has to be enabled in EFT setup & also the club must have an eCheck account with authorize.net.

This then functions the same as credit cards when it comes to […]

Barcode Check-In

Barcode identification has been added to the check-in system. This completes the different authentication methods available to the check-in system & is selected in Kiosk setup (Setup > Default Settings > Kiosk Setup).
Instead of pincode entry or username/password the kiosk waits for a client barcode to be scanned.
Any USB barcode scanner can be used.

Setting […]

Session Electronic Signature Sign Off At Check-In

We’ve made an addition to the check-in system to allow for electronic signature sign-off of booked sessions by the customer. This type of additional session confirmation is an option vs the existing client confirmation of just pressing a confirm button after check-in. As with that type of confirmation - if setup this way - trainers […]

New Provider Permission - View Client Session Balances

A new provider permission has been added so trainers can view their clients session balances, bookings - past & future from their login area. Previously this was only available to admin users (& to individual clients from their client login area). Now, if trainers are given this permission they can view this info […]

100% Paperless Client Contracts

Contracts for purchases was added to the system a while back, but they still required printing & signing. They could be scanned and uploaded but of course thats pretty low-tech & cumbersome.
Now, with the addition of a low cost USB signature pad - contracts can be signed electronically & the client signature is added […]

Client Export Of Their Schedules To Outlook / iCal

This is a new feature that has been added to the client login area. Clients can now export their booking schedules to Outlook (or iCal on a Mac).

The link for the Outlook export is on the clients booking month view page. Clicking on it opens an vCalendar file (.vcs) which is automatically then loaded […]