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