Client & Lead Management

Members

Notes

How to add notes in member's profile

Written by Soule Bolivar

Updated 3 months 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 6 months ago

Suspension pro rata caculation

Suspension pro rata calculation

Written by Ying Que

Updated 9 months ago

Family Members Plan

How to add, edit, manage and delete family members

M

Written by Madhavi

Updated 1 month ago

Inactive definition and handling

How does Xoda define a member as inactive

Written by Ying Que

Updated 3 weeks ago

Member Credit Management

Various ways a member's credit is managed on Xoda

Written by Ying Que

Updated 6 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 5 months ago

Change member's payment method

adding or updating member payment method

Written by Ying Que

Updated 5 months ago

Checking in/out of the Gym

How to check in/out of the gym

M

Written by Madhavi

Updated 1 year ago

Editing Member Details

How to edit member details

M

Written by Madhavi

Updated 1 year ago

Cancel a member

How to cancel a member

M

Written by Madhavi

Updated 6 months 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 9 months ago

Extending suspension and Cancelling suspension

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

M

Written by Madhavi

Updated 1 year ago

Reactivate a drop-out/suspended member

How to reactivate a former member

M

Written by Madhavi

Updated 1 year ago

Change a member's plan

How to change a membership plan for a member

M

Written by Madhavi

Updated 1 year ago

Change a member's billing details

How to change any member's billing information

B

Written by Bojana

Updated 2 months ago

Change a member's billing frequency

How to change the frequency of member payments

B

Written by Bojana

Updated 2 years ago

Set a member's password for the member app

How to create a password for a member in the member app

B

Written by Bojana

Updated 2 years ago

👬🏽 Members & Leads

Prospects/Leads

Add a Lead

Change the Lead details/Status

Set a follow-up reminder for a prospect

Converting A Lead to Member

Members

Notes

How to manage plans for connected members

Suspension pro rata caculation

Family Members Plan

Inactive definition and handling

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

Set a member's password for the member app