F124: Changing a Salesperson

April Fisk -

Purpose: These procedures explain haw to change the salesperson associated with a sale, a new-membership sign-up, or a Fitpro that serviced a session.

 

Sales

If a salesperson needs to be changed for a sale of an inventory item, additional services, or a membership sale, follow these steps:

  1. Go to the member's record.

  1. Click on the Billing tab.

  1. Click on the Invoice History tab.

  1. Click on the icon in the Edit Salesperson column next to the item that needs to be changed.

  1. You will receive an Edit Salesperson dialog box:

  1. Change the Salesperson as needed by using the drop-down selector at the left, then click Save.
  2. Ensure you receive a confirmation that the sales person was updated:

Fit Pros

To change the Fitpro who serviced a session, follow these steps:

  1. Go to the member's record.

  1. Click on the PT Scheduling tab.

  1. Click Edit in the Action column next tot he session that needs to be changed.

  1. You will receive a Schedule Appointment dialog box:

  1. Change the FitPro as needed by using the drop-down selector at the right, then click Save.
  2. Ensure you receive the following confirmation:
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