Fusion
Demonstrate how to set up a new CRS Card
Print Card > Edit Account > Add M-Number + ProxID
*Must have an active membership*
If someone doesn't want to use their phone to login and sign the Facility Access Waiver, how can we help them (starting October 5th)?
Paraphrase the Day Use Guest Waiver
- Both sponsor and guest must sign
- Sponsor must accompany guest through visit
- Sponsor takes responsibility for their guest
Demonstrate how to log into the online portal as a student or faculty/staff
Red CIS Login button
Name at least 2 groups of people that could have building access despite lacking a membership
- Facilities employees
- Outside vendors (appointment with pro staff)
- Health Department pool tester
- Special event rental participant
- ESSF fitness class participant (check list)
Demonstrate how to merge duplicate accounts
Search tab > add to Merge List > double check master profile
If a member is looking to take a significant other or dependents off their membership, how do you process that?
Have the member submit a cancellation form, then let them know to purchase a new membership next time they come in the following month.
BONUS: Why do we not do it on the same order like when adding family members?
Paraphrase the Payroll Deduction Waiver
- Patron agrees that we can take money out of their payroll
What is the community advertising process?
Name at least two of the pro staff in the maintenance department.
- Jeremy Smolik
- Tyler Hein
- Cheri Jenkins
Demonstrate how to complete a rental invoice payment [Young Life]
Open org's account > financials tab > find corresponding invoice > complete payment > follow up on Teams
BONUS: How do you send an email receipt?
Demonstrate how to check in Fusion whether someone took classes the previous semester.
Profile details > General Info tab > Memberships
Paraphrase the Membership Purchase Waiver
- Membership automatically renews until cancelled
- Cancellations must be made by 12pm noon of the last business day of the month
- Cancellations can only be completed through the submission of the Cancellation Form on the website
Demonstrate where the cleaning tasks are found on Teams
Rentals and Special Events channel > Cleaning Tasks tab
Name an instance where you can unilaterally refund someone.
- Purchased a day pass for a specific facility, learned that it was closed, came back to the front desk immediately without using any other facilities
- Adding family members to membership
Demonstrate how to create a new family, including a significant other and an <5 dependent
Pull up head of family's profile > Edit Family > Add Family Member
Paraphrase the Fit3D Access Only Waiver
- Access to the facilities are strictly limited to completing the Fit3D scan
Demonstrate how to complete a maintenance request
Connect2 > Forms > Staff Forms > Building Issues Maintenance Request Form
Demonstrate how to switch a member's solo membership to include a significant other and/or dependents
ON SAME ORDER- Refund current membership, sell new membership
BONUS: If they want to simultaneously switch from Credit Card to Payroll Deduction (or vice versa), can we do that?
Paraphrase the Children's Policy and Agreement Waiver
- Children's access limited to family hours
- Children cannot use weights or machinery
- Children must be accompanied by their parent for the duration of their visit