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Knowledge Base |
View, Add Or Edit Client Amenities
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This article and video will guide you through prospect/customer/member amenities. Amenities can be viewed from checkin or on the client summary page and can be edited if needed.
1. Through Check-in Monitor
Amenities can be viewed when a client checks in with the Check In Monitor. They will list below their name and status under Amenities.
2. Through the Client Summary Page
Amenities can be viewed when searching for a prospect, member or customer and clicking on their name. The Client Summary page will display their current amenities underneath their name and status.
Editing Amenities
- Is there a report that shows the clients who have amenities?
There is not a report for this. However, you are able to go to member lookup and filter by amenity there! You can also export the list to excel as well.
- What happens when a client changes to inactive status? Do I have to manually turn off the amenity?
No, the amenity or amenities will automatically disable.
- Client went into past due status for a short time. Client is now an active member. Why didn't their amenities automatically turn back on?
A staff member will have to manually turn the amenities back on.
Requirements - A Master admin or a staff type with the following permissions:
- Member Management : General - Can access member options
- Member Management : General - Can edit customer amenities
Client Amenities
Viewing Amenities
1. Through Check-in Monitor
Amenities can be viewed when a client checks in with the Check In Monitor. They will list below their name and status under Amenities.
2. Through the Client Summary Page
Amenities can be viewed when searching for a prospect, member or customer and clicking on their name. The Client Summary page will display their current amenities underneath their name and status.
Editing Amenities
Locate the client account under the Members / Customer tab. Navigate to All Detail > General > Amenities.
Clicking the Amenities link will forward you to the amenities list. Click the checkbox for all amenities you wish to activate for the customer and then select the button Update Available Amenities to save your changes.
Frequently Asked Questions:
- Is there a report that shows the clients who have amenities?There is not a report for this. However, you are able to go to member lookup and filter by amenity there! You can also export the list to excel as well.
- What happens when a client changes to inactive status? Do I have to manually turn off the amenity?
No, the amenity or amenities will automatically disable.
- Client went into past due status for a short time. Client is now an active member. Why didn't their amenities automatically turn back on?
A staff member will have to manually turn the amenities back on.
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