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Clients and Leads Management
Clients and Leads Management
Team Arbox avatarYuval Biton avatar
2 authors147 articles
How to Create an Online class
Book an appointment from Staff Availability
Faster, slicker and even more efficient - Get to know Arbox’s new version
Unblock client
How to Purchase a product for Lead
Generating Promo Codes
Add Class to Schedule
Create a Recurring Payment Membership
How to send an auto-message
Recurring Payment Settings
Participant Limitations
Send Daily Health Form to Members
Create a Daily Medical Waiver
Create video classes with Zoom
Start your online operations in a few simple steps!
Cancel / Remove a Class
Editing and Deleting a Workout
Block Member from Registering for Class and Entering the Club
Add a Lead Source
Publish Workout
Create Lead Status
Freeze a Membership
Define Salary for Coaches
Update a Task
Create Task Type
Deleting or Deactivating a Member
Create an Automated Task
Cancel or Edit a Membership Freeze
Change Account Password
Open Tasks
Add a New Lead
Change Language in Arbox
Activating a Member
View Workout Results
Switch Fitness Centers
Purchase an SMS Package
Define Minimum Class Registrations
Sending Messages From Reports
Joining class from a waitlist
Note a Member Injury
Edit Remaining Sessions for Member
Managing and Organizing the Waiting List
Change Settings to Permit Registrations Beyond Membership Limits
Change Password in the System
Reset Password in the App
Define Time to Stop Adding Members From Waiting List
Enable Email and SMS Messaging for Member
Send Message to a Specific Member
Update Member Phone Number
Removing a Member From a Class
Registering a Member/Lead for a Class
Create Message Template and Auto-Messages
Workout Class Reminders
Limit Validity of Membership / Sessions Punch Card
Update Member Email
Turn Member Into Staff Member & Vice Versa
Resend Welcome Email
Punishments & Restrictions for Absences
View a Completed Member Form
Send Digital Form From Member Profile
Edit a Digital Form
How to freeze several memberships
View Who Fills Out Form
Create a Digital Form
Dashboard Structure
Cancel Membership Without Refund
Cancel Membership With Check Refund
Using Search feature
Define SMS Sender
Adding Purchase of a Direct Debit Membership
Remove a Payment Cycle
Restore a Payment Cycle
Add a Payment Cycle
Switch Credit Card
View Past and Future Charges
Process Immediate Transaction After Failed Recurring Payment
Change Payment Cycle
Cancel a Membership With Credit Card Refund
Add a New Member
Limit the Number of Members at Your Club
Renew Memberships
Creating a New Task
Getting to Know the Member Card Page
Convert Lead to Member
Delete user's active tag
Enter key fob for a member
About Access control
Publish a wavier in the clients app
Renewing Memberships
How do I export my members from Zen Planner?
Adding Purchase of a Recurring Payment Membership
Add a Note to Member
Changing Password for Member
Platform Sidebar
Platform Top Menu
How to Set Up Check-In Tracking
Create a Health Form or Waiver to be Filled on the Members App
Print a Report
Export Report to Excel
How to refund a member
How to use the Active Members report?
How to use the Active Memberships report?
How to use the Sale report?
How to use the Session Punch Card report?
How to use the Debts report?
How to use the Classes Summary report?
How to use the Excluded Memberships report?
How to use the excluded session punch cards report?
How to use members on hold report?
How to use the birthdays report?
How to use Staff Log report?
How to use the Membership Renewals report?
How to use the Restricted Members report?
How to use the Upcoming Memberships report?
How to use the Upcoming Session Punch Cards report?
How to use the Inactive Members report?
How to use the Leads in Process report?
How to the Expiring Membership Plans report?
How to use the Trial Classes report?
How to use the Expiring Session Punch Card report?
How to use the All Leads report?
How to use the Converted Leads report?
How to use the Lost Leads report?
How to use the Inactive Members report?
How to use the Canceled Memberships report?
Hoe to use the Class Attendance / Club Visits report?
How to use the Expired Memberships report?
How to use the Expired Session Punch Cards report?
How to use the Late Cancelations report?
How to use the Shift Summary report?
How to use the Club Visits report?
How to use the Membership Forecast report?
How to use Regular Members report?
How to use the Absentees report?
How to use the Lead Statistics report?
How to use the Booking Statistics report?
How to use the Employee Attendance report?
How to use the Booking Cancelations report?
Send Email to Specific Member
Send Email By Target Audience
Add new payment method
Add members and leads to a class
Add tax type
Add Check-in Portal icon to your Apple device home screen
Check-In Interface