Step 1: Log into the management area using the credentials provided by the on-boarding team.
Step 2: Once logged in, click ‘Sales’ on the left hand control panel, then click ‘Prospects’.
Step 3: This will take you to the Prospect Dashboard, where you should click ‘Add Prospect’.
Step 4: Now, you will be presented with the ‘Add New Prospect’ form, where you will need to fill in the corresponding information. To mark this prospect as ready for signup go to the ‘Type’ drop-down field and select the ‘Ready for signup’ option.
Step 5: Now you will see the ‘Key Fob’ field appear. Please enter the key fob that has been assigned to the member.
Step 6: Now click the ‘Add Prospect’ button.
Clicking this button for a prospect who has the ‘Type’ marked as ‘Ready for sign up’ and has a key fob added will create the following scenarios:
ClubHub: A member with basic details who has a pending status and has a key fob assigned to them. Their profile is not editable.
Membr Platform: A prospect with access to the gym who is marked as ‘Ready for sign up’ will not have an editable profile.
DDMS: Nothing is communicated to DDMS at this point as the member has not completed the full sign up process.