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How To Articles
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- How to Update Calendar Settings
- How to Use the Student List / Member List
- How to Use Student Sign-Up
- How to Use One-Time Charge
- How to Use the Attendance Log
- How to Use Mass Check In
- How to Create a New Student
- How to Backdate a Payment
- How Do I Contact Support, Report an Issue, or Provide Feedback?
- How to Use Adjust Balance
- How to Create a New Membership
- How to Use Memberships
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
- How to Use Mass Check In
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How To Videos
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Getting Started
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FAQs
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
After a prospect starts a trial membership, they are automatically assigned an ID number. This allows the prospect to log their attendance by using their ID number on the Student Check-In screen.
First Steps
Make sure you set up an employee account for running the Student Check-In screen. You may also want to create a shortcut to the Student Check-In screen. To gather the prospects using the trial memberships, create a trial membership sign up form. You can also consider checking out creating a Lead Capture Form and creating a Landing Page with the updated BizBuilder.
Click the following link to find out how to access the Student Check-In screen so that students and prospects using a trial membership can check in.
To see attendances from your Trial Memberships:
Click Quick Links in the left panel, click Trial Memberships, and then click Trial Attendances Log.
The page shows all trial attendances, including:
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- The prospect’s name
- The trial’s terms
- Attendance date and time
To find a list of your prospects on a Trial Membership (current and expired):
Click Quick Links in the left panel, click Trial Memberships, and then click Trial Memberships.
The page displays all of the Trial Memberships and includes:
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- The start and end dates of the Trial Membership
- The current attendance count
- The attendance limit for the trial period
- The trial membership status (Current or Expired)
Remember: If you convert a prospect on a trial membership into a student, the trial attendances aren’t automatically converted to regular attendances. If you want to keep those attendances (for example, so any trial attendances will count toward the new student’s testing requirements), you will need to manually add the attendances to the converted student.