Client & Lead Management

Members

How to archive a member profile

Written by Soule Bolivar

Updated 10 months ago

How to add notes in member's profile

Adding notes in member's profile

Written by Soule Bolivar

Updated 1 month ago

How to manage plans for connected members

This outlines the procedure for changing a member's plan within a connected account.

Written by Soule Bolivar

Updated 1 year ago

Suspension pro rata caculation

Suspension pro rata calculation

Written by Ying Que

Updated 2 years ago

Family Members Plan

How to add, edit, manage and delete family members

M

Written by Madhavi

Updated 1 year ago

Inactive definition and handling

How does Xoda define a member as inactive

Written by Ying Que

Updated 1 year ago

How to View Member Details

Viewing member profile.

M

Written by Maria

Updated 1 month ago

Member Credit Management

Various ways a member's credit is managed on Xoda

Written by Ying Que

Updated 8 months ago

Revert a member with future cancellation date

Describes the procedure to revert a cancellation set to a future date

Written by Ying Que

Updated 6 months ago

Change member's payment method

adding or updating member payment method

Written by Ying Que

Updated 1 year ago

Checking in/out of the Gym

How to check in/out of the gym

M

Written by Madhavi

Updated 5 months ago

Editing Member Details

How to edit member details

M

Written by Madhavi

Updated 2 years ago

Cancel a member

How to cancel a member

M

Written by Madhavi

Updated 1 year ago

Suspend a member and view suspension/cancellation history

How to suspend a member temporarily for a short period of time and view his or her past suspension/cancellation history

M

Written by Madhavi

Updated 2 years ago

Extending suspension and Cancelling suspension

How to extend a member suspension and how to cancel a member suspension

M

Written by Madhavi

Updated 3 years ago

Reactivate a drop-out/suspended member

How to reactivate a former member

M

Written by Madhavi

Updated 2 years ago

Change a member's plan

How to change a membership plan for a member

M

Written by Madhavi

Updated 2 years ago

Change a member's billing details

How to change any member's billing information

B

Written by Bojana

Updated 1 year ago

Change a member's billing frequency

How to change the frequency of member payments

B

Written by Bojana

Updated 3 years ago

How to Create or Reset a Member Password

Set a member's password for the member app

B

Written by Bojana

Updated 1 month ago

👬🏽 Members & Leads

Prospects/Leads

How to Add Leads

How to Change the Details of a Lead

Set a follow-up reminder for a prospect

How to Convert a Lead to Member

Members

How to archive a member profile

How to add notes in member's profile

How to manage plans for connected members

Suspension pro rata caculation

Family Members Plan

Inactive definition and handling

How to View Member Details

Member Credit Management

Revert a member with future cancellation date

Change member's payment method

Checking in/out of the Gym

Editing Member Details

Cancel a member

Suspend a member and view suspension/cancellation history

Extending suspension and Cancelling suspension

Reactivate a drop-out/suspended member

Change a member's plan

Change a member's billing details

Change a member's billing frequency

How to Create or Reset a Member Password