Features

Key Functions and Features to Manage and Run Your Business

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• Capture Your Leads & Enquires (CRM):
  • Quick data entry
  • Customised views, sorting and filtering of enquiry data
  • Form letters, email, SMS, mail-merge
  • Correspondence log
  • Follow-up reminders
  • Track referrals & lead sources
  • Categorise, group & tag enquiry records
  • Document & record management
  • Business document & template libraries
     
• Convert Enquiries to Clients & Maintain Complete Records (CRM):
  • Customised views, sorting and filtering of client data
  • Client account management with complete financial history 
  • Customisable invoice/receipt/statement templates
  • Form letters, email, SMS, mail-merge
  • Correspondence log
  • Follow-up reminders
  • Client photos
  • Categorise, group & tag client records
  • Document & record management
  • Business document & template libraries
  • Sell and manage packages and services
  • Sell and manage memberships (including term and periodic debit memberships)
  • Track attendance, suspension & membership renewal history
  • Streamline Direct Debit Billing (Choice of Billing Partners)
      
• Manage Bookings & Classes (Booking Management):
  • Make bookings - single, group & class
  • Copy/paste & drag/drop bookings
  • Link bookings
  • Create recurring booking patterns
  • Automatic SMS booking reminders
  • Block out time & trainer availability and rosters
  • Manage booking status including "No-Shows"
  • Track session usage and countdown sessions
  • Segment booking resources into areas/groups
     
• Check-in Clients & Members (Member Check-in):
  • Member check-in including 24/7 using DSX integration
  • Class sign-in
  • Punchcard check-in
  • Display alert messages for overdue accounts, birthdays, messages and follow-up alerts
  • Scan members in using barcoded key tags
     
• Support Your Trainers:
  • Manage trainer rates and payment
  • SMS trainers their bookings
     
• Motivate and Support Your Clients (Fitness Assessments):
  • Fitness assessment recording and analysis
  • Customisable to your needs
     
• Track Client Progress (Gradings):
  • Setup multiple programs and gradings
  • Track client progress
  • Promote clients through levels
     
• Sell Point Of Sale Items (POS):
  • Barcode scanning POS items
  • Sell POS items on account to clients
  • X-out & Z-out for balancing shifts
  • Sales reporting by stock (general ledger) group
  • Stock control
  • Petty Cash handling
  • Support for cash drawers, scanners & receipt printers
     
• Produce Comprehensive Reports (Reporting):
  • Comprehensive reporting
  • Online report library
  • Ability to customise existing reports
  • Pivot Grid reporting
  • All reports exportable to MS Excel
      
• Streamline Your Direct Debit Billing
  • Integration with leading billing providers
  • Have greater control & flexibility
  • Save time
  • Choice of billing provider
      
• Communicate with your Enquiries and Clients with SMS Integration:
  • SMS booking reminders for clients
  • SMS booking lists to trainers
  • SMS marketing
  • Special low SMS rates
     
• Customise ClientConnect For Your Business:
  • Configurable to your business requirements
  • Easy to use Control Panel
  • Easy to follow setup wizards
  • Online help subsystem
  • Comprehensive security access control for users
  • Database backup and restore functions
  • Inbuilt support tools and diagnostics
  • Regular software updates
  • Full support using remote access tools
  • Custom tabs and fields
  • Data importers

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