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Member Account Overview
Jessica Garcia
Created on May 9, 2023
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Transcript
Member Account Overview
Click on each to learn more!
Dashboard
From the member's dashboard click on any of the blue arrows to pull up the full member account menu and view all the tabs in more detail.
Personal
Click the to learn more!
Agreement
Click on each to learn more!
Services
On this screen, you will see any "services" member has access to including: ➡️ 7 Day Services for a Guest Pass ➡️ Premium Amenity Access ➡️ MORE Amenity Access ➡️ Free classes/sessions for Basic & Premium Members
Billing
Click each to learn more!
Notes
Create a note to document anything important regarding the member and their account. If you think it's important note it! Always keep notes professional as they could be used in legal issues. Examples: ➡️ Member called to inquire about cancelling ➡️ Member is having behavior issues with another member ➡️ Member has been asked to place bag in locker multiple times.
Invoices
Click each to open the different pages of the Invoices Dropdown Menu
Member Alerts
Check In History
This screen shows a history of when and where a member checked into a Chuze
Documents
Click each to open the different pages of the Documents Dropdown Menu
Pre-Pay is where you'll find any previous transactions made through pre-pay as well as the current pre-pay balance.