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Client Management
Client Management
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Accessing and editing a Client's personal information
Adding New Leads
Add Member via Business Dashboard + Send Login
Add New Client in Business Dashboard
Adjusting Client's Membership Dates
Anonymization of demographical/biographical client data within Core
Automatic Transfer of Client Payment Methods to Non-Home Locations
Categorization of Credits in Client's Profile
Changing a client's status to alumni
Client Check-in
Client Contactless Check-in
Client Referrals - Credit allocation logic
Client Referrals - Credit Allocation Logic
Corporate Client Look Up in the Business Dashboard
Creating a Group and Adding Clients
Creating, Sharing and Selling Programs
Downloading/Printing Client Account Statements and Invoices
Duplicate Phone Number Prevention for Client Sign-Up and Profile Updates
Enable manual movement from Waitlist to Booked cCass
Enabling the Pay By and Client Relation Features
GDPR Introduction
How to Check a Client's Booked Classes
How to Check a Client's Session Credits
How to Merge Client Accounts
How to Remove Account Credits
How to Reset Client Password
How to Update a Client's Name
Managing Leads
Multiple accounts with the same phone number
Payment Log + Tax Invoice Enhancements
Requesting Deletion of Data as a Member
Send a Form to a Client
Send Broadcast SMS from Dashboard
Sending an Email to all Active Clients
SOAP Session Notes
Suspend Client's Credits if account's in arrears
Take a Client's Profile Image via Webcam
Updates on Client Communication Preferences
Updating a Client's Name via the Branded App
View and Manage Account Credit Usage for Recurring Payments within the Client File