How Can We Help?
-
How To Articles
-
- 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 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
-
-
-
-
-
-
How To Videos
-
Getting Started
-
FAQs
-
- 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
The Prospects List includes a calendar along the right side of the screen. (To view the Prospects List, click Profiles and then click Prospects on the left panel.)
From the calendar, you can:
- See the tasks and appointments set for today.
- Click a day on the calendar to see tasks and appointments for that date.
- Click the arrows beside the month and year to move the calendar to the previous or next month.
Tasks and appointments are color coded by the prospect’s status:
- Purple: Prospects on a trial membership
- Blue: Prospects with an appointment scheduled
- Green: Prospects in lead status
- Gray: Prospects in archived status
Further, the calendar helps you know at a glance whether the item is a task or appointment:
- Tasks appear as an open circle; the color of the ring will be based on the prospect’s status, as described in the preceding list.
- Appointments appear as a solid circle (again, the color is based on the status).