Feature List

Key Functions and Features to Manage and Run Your Business

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  • Capture Your Leads & Enquires (CRM):
    • Quick data entry
    • Customised views, sorting and filtering of enquiry data
    • Form letters, email, SMS, mail-merge
    • Correspondence log
    • Follow-up reminders
    • Track referrals & lead sources
    • Categorise, group & tag enquiry records
    • Document & record management
    • Business document & template libraries
       
  • Convert Enquiries to Clients & Maintain Complete Records (CRM):
    • Customised views, sorting and filtering of client data
    • Client account management with complete financial history 
    • Customisable invoice/receipt/statement templates
    • Form letters, email, SMS, mail-merge
    • Correspondence log
    • Follow-up reminders
    • Client photos
    • Categorise, group & tag client records
    • Document & record management
    • Business document & template libraries
    • Sell and manage packages and services
    • Sell and manage memberships (including term and periodic debit memberships)
    • Track attendance, suspension & membership renewal history
    • Streamline Direct Debit Billing (Choice of Billing Partners)
        
  • Manage Bookings & Classes (Booking Management):
    • Make bookings - single, group & class
    • Copy/paste & drag/drop bookings
    • Link bookings
    • Create recurring booking patterns
    • Automatic SMS booking reminders
    • Block out time & trainer availability and rosters
    • Manage booking status including "No-Shows"
    • Track session usage and countdown sessions
    • Segment booking resources into areas/groups
       
  • Check-in Clients & Members (Member Check-in):
    • Member check-in including 24/7 using DSX integration
    • Class sign-in
    • Punchcard check-in
    • Display alert messages for overdue accounts, birthdays, messages and follow-up alerts
    • Scan members in using barcoded key tags
       
  • Support Your Trainers:
    • Manage trainer rates and payment
    • SMS trainers their bookings
       
  • Motivate and Support Your Clients (Fitness Assessments):
    • Fitness assessment recording and analysis
    • Customisable to your needs
       
  • Track Client Progress (Gradings):
    • Setup multiple programs and gradings
    • Track client progress
    • Promote clients through levels
       
  • Sell Point Of Sale Items (POS):
    • Barcode scanning POS items
    • Sell POS items on account to clients
    • X-out & Z-out for balancing shifts
    • Sales reporting by stock (general ledger) group
    • Stock control
    • Petty Cash handling
    • Support for cash drawers, scanners & receipt printers
       
  • Produce Comprehensive Reports (Reporting):
    • Comprehensive reporting
    • Online report library
    • Ability to customise existing reports
    • Pivot Grid reporting
    • All reports exportable to MS Excel
        
  • Streamline Your Direct Debit Billing
    • Integration with leading billing providers
    • Have greater control & flexibility
    • Save time
    • Choice of billing provider
        
  • Communicate with your Enquiries and Clients with SMS Integration:
  • Customise ClientConnect For Your Business:
    • Configurable to your business requirements
    • Easy to use Control Panel
    • Easy to follow setup wizards
    • Online help subsystem
    • Comprehensive security access control for users
    • Database backup and restore functions
    • Inbuilt support tools and diagnostics
    • Regular software updates
    • Full support using remote access tools
    • Custom tabs and fields
    • Data importers

         View Screen Shots

 

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Customer Relationship Management (CRM)

Booking Management

Membership Management

Member & Class Check-in/Scanning

Fitness Assessment Tracking

Gradings/ProgramTracking

Point Of Sale (POS)

Reporting

Direct Debit Billing Management

Document Tracking

SMS Booking Reminders

Email & Mail-Merge

Follow up Reminders

Invoice & Account Management

Session Tracking

& more!

 

Call us Today!

 Easy to use

More innovative SOLUTIONS to engage and motivate your clients and help them achieve their goals.

WorkOutConnect

 

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Also don't forget we can provide your membership key tags!

Barcoded key tags