Managing Members

How To Convert Membership Type of an Existing Contact to Client Go to Members, then click on 'Member List' You will be redirected to the Contacts page. Scroll down to 'Contacts' tab and click 'all' Select the contact that you want to upgrade to a client You will see that the upgraded contact will be removed from the contacts list. It is now transferred on the Clients list and you will see that the member type has been changed from 'Contact' to 'active Client'

Step 1: On your PT Enhance dashboard, hover on the members tab then click 'View Member List' Step 2: Select the client that you'd want to log in to. Click on the 3-dotted drop down then select 'Login as Client', then click 'Yes'

How To Delete A Subscription Group Step 1: On your PTE dashboard, click on the Members menu. Click the subscription group that you want to delete, then press the 'Delete' button. Step 2: A pop-up message will appear. Click 'Yes'

NOTE: Instead of deleting a client’s account it is highly suggested to replace the trainer’s first and last name, email, and password instead. If the trainer’s account is deleted it will also delete all of the information of every client associated with that trainer. That information will be lost and can no longer be retrieved. GUIDE FOR TRAINERS Step 1: Hover over to view Members in the navigation bar then click on view Member’s List Step 2: You can click on the trainer’s name or the th...

Step 1: On your PT Enhance Dashboard, go to 'Members' then select 'View Member List' Step 2: Select the Client that you want to delete from the Group. Then click 'View or Edit Account' Step 3: Scroll down to 'Groups' then uncheck the Group that you want the client to be removed from. Click Save.

STEP 1: Go to the Members tab, then click on ‘View Member List’. Select the client that you want to add a document to. STEP 2: Click on Inbox, then click ‘Create New Message’ STEP 3: Add the necessary info then click 'Send'

Step 1: Hover over Members menu and click on view Members List Step 2: Select a client account and click on the 3-dotted drop-down menu then select “View or Edit Account” Step 3: Then you can scroll down in the client's account and then go to groups Step 5: You can tick on the box where you want to add a client or member to a group Step 6: You can also create a new group and create a group name Step 7: Once you have selected the group name you can click on save Step 8: Then you can...

Step 1: Hover over members Step 2: Click on add client or contact Step 3: Set the Account Type as an active client Step 4: There is an option to automatically deactivate a client and you can set a date of when it will be deactivated but you can skip this step if you do not want to cancel a client Step 5: You can fill in the personal details with first and last name which is a required field Step 6: Enter their email which is a required field These fields are optional, you can fill ...

STEP 1: On your dashboard’s left side pane, go to 'Members'. Click on 'Member List'. STEP 2: Look for the client account that you want to password reset, click on the 3-dotted drop down menu then click on ‘View of Edit Account’ STEP 3: Scroll down, then click the 'Send Password Reset Email' button

Bulk Upload of clients via csv file video walkthrough - https://vimeo.com/386120811/91dc761615 - Create a .csv file with the following headings: - Username - First_name - Last_name - Email - trainer_name - Click Import clients from CSV - Select the clients you want added to a group - Select the group and click Save