Lead-Sale/Booking
How do you create a new lead with child profile?
Manage > add leads > name, phone, email, bday (check members consent to marketing emails/sms) > details > add child > child's name, DOB > confirm
How do you book a camp/PNO?
Find session on calendar > book member > search child > payment method > proceed with transaction
How do you book a camp/PNO?
Find session on calendar > book member > search child > payment method > proceed with transaction
How do you sign documents?
login staff mode > search student > details > documents
How do you cancel a class on the parent app?
Booking > select class > cancel (can be done up to one hour)
How do you create a trial?
Go to child profile > membership > trial membership first booking > add CC on trial > pay > Go to calendar > book correct class
How do you mark items as collected if you forgot at checkout?
Go to browser, not on the glofox app.
Home> shop sales > uncollected > mark as collected
Where is the bday waiver link located?
stoneoak.kidstrong.com/camps/waiver
Once they fill out the waiver you are able to search them in glofox, if you can't find them then they have not filled out a waiver
How do you check a waiver on a student profile?
How do you book a party/PNO on the parent app?
Time table > PNO/Camps > book
How do you update payment?
"Hey parent, we can only have 1 form of payment saved, is this the one you want to use for tuition?"
Go to browser > Search child > details > Go to PARENT account > click card ending in ___ > new card
How do you sell a retail item?
Go to browser, not on the glofox app
checkout > select member > search name > select item > card ending __ > pay > mark as collected
Where do you find the jerseys to purchase?
Go to browser, not the glofox app
checkout > select member > search name > select item > card ending __ > pay > mark as collected
Generally, what can't you use the staff app for? And then, what do you use instead?
Can't use the staff app for all retail related items -> charging rank jerseys, marking as collected, etc
What we do instead is go to the browser!
How do you login into Glofox parent app for the first time?
Search center location > forgot password > use same email as child profile
How do you book a member into a class that showed up and isn't reserved (one-time)?
Confirm with parent that this will use a credit.
Calendar/Schedule > find class day/time > book member > search name > book for this client > select day/time > book
How do you refund retail?
Let parent know to email the center!
If a charge was made accidentally on the spot and parent shows frustration, then grab an LT member at front desk.
If you've been a member with KS for years, do you have to resign a waiver/TOS when transitioning to Glofox from zen?
Yes!! We need ALL hands on deck since we are switching systems we need to get ALL WAIVERS/TOS signed even if they've been members for years!
How do you update payment?
"Hey parent, we can only have 1 form of payment saved, is this the one you want to use for tuition?"
Go to browser > Search child > details > Go to PARENT account > click card ending in ___ > new card
How do you update a CC on the parent app?
Scroll down > payments > replace
How do you change a member's recurring class reservation?
Tell parent to email the center so the GM or HC can take care of that for them.
How do you book a child to a makeup class?
Confirm with parent that this will use a credit.
Calendar > find class day/time > book member > search name > book for this client > select day/time > book
Is it important to mark items as completed after buying a jersey?
Yes! This is how we will track on inventory and we know what sizes/shirts are in stock!
(This is only on a broswer, you are unable to do this on the iPad)
How do you book a class on the Staff app?
Schedule on the bottom bar > select class > book client > search child's name > book
How do you switch to the child's profile on the parent app?
Open > family account > select child > should see child's membership on top left screen