Based on ABC’s valued client feedback, you can now get your prospects into DataTrak easily by using the “Prospect Waiver” feature.  Clubs have been asking for an iPad/tablet solution for prospecting and now, ABC offers it! You can present the Prospect Waiver with terms and conditions, and let them sign with their finger tip. DataTrak will capture the signed document and store it in your “Member Documents”. It’s that easy! If you are using an ABC integration partner, they too can pull your data for follow-up and tracking.

Why use the Prospect Waiver Feature?

1. Enhanced Prospect/Member Experience: On a tablet, sign with a finger at any time, and anywhere. All you need is internet access.
2. Improved Workflow: All your prospects will go directly into DataTrak first and never worry again about tracking in multiple systems.
3. Accurate Conversion (closing ratios) Numbers: Get prospects in, convert through EAE and track accurate closing percentages.
4. No More Paper for Prospects: It’s all digital. No more paper.
5. Tablet/iPad Presentation with a Finger Signature: It’s fast, easy and efficient!
6. Thank You Email: Prospects are sent “Thank You” confirmation emails sent directly to the email address they signed up with.

This feature will help you complete tours and get prospect data into DataTrak in a flash. Click here to watch this cool video about MYiCLUBonline and the Prospect Feature!

ABC Financial knows your time is valuable and we have provided this feature for your convenience. If you still have questions regarding the Prospect Waiver feature, please contact your ABCAccount Executive.

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Attendance

The Attendance link displays events with a pending status for that day. You can select and update specific events or use Include All to update all the day’s events.

Unbooked Employee Events

The Unbooked Employee Events link displays events that are scheduled without an employee assigned. You can select and add employees to these events from this page.

Unbooked Location Events

The Unbooked Location Events link displays events scheduled without a location. You can select the event and add a location from this page.

Unfunded Events

The Unfunded Events link opens the Manage Events page using the Unfunded favorite display. By clicking the No link under the Status Funded column, the Edit Event pop-up will open. Clicking Fund from this view will open the Point-of-Sale and allow you to purchase the service and fund the event.

ABC Financial knows your time is valuable and we have provided this feature for your convenience. If you still have questions regarding Schedule Close Out, please contact our Technical Support department at 1-877-222-5767 and we will be happy to assist you!

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We all know that people are the most important asset in any company. A well-trained and efficient employee can sometimes seem worth their weight in gold. Often we find ourselves saying, “If we had just three more like Smith, MAN, we’d be rocking.” It’s easy to assume that these employees come to you already amazing; however the reality is that those individuals have had a very unique set of circumstances that have trained them to their current level. So the question is, how do you recreate this in your current workforce?

One of the first steps is to assure that your employees are comfortable with the tools they will be using on a daily basis. As software is ever changing, it’s important to take advantage of the training materials immediately available. This will help ensure that your employees are staying up to date and aware of the latest features and enhancements. These resources can prove invaluable in the continuing education of your staff.

One of the easiest ways to access ABC’s training materials is on our Help website. You can also view video tutorials and help documentation on the most common questions you have about our software simply by visiting help.abcfinancial.com

Additionally, many of these resources can be found within the various software solutions ABC provides. In the DataTrak software, you will find help documentation by clicking the blue question mark in the upper right hand corner. There is also a movie icon that will take you to the video tutorials, which will educate you on the various areas of the software.

(DataTrak upper right hand corner toolbar)

Once you have logged in to the Online Business Center, you will see a Mics. Links section listed on the right hand side of the screen. Under this option you have access to Tutorials, Web Help and Release notes that can assist in gaining a better understanding of the features and tools available to you.

(Online Business Centers “Misc. Links” section)

When logging in to the Club Reporting System, you should immediately see the most recent release notes with a brief description of the changes that occurred. Additionally, in the upper right hand corner, you will see a toolbar with options such as Recent, FAQ, Help and Release Notes. All of these sources are valuable and can provide you with a greater level of understanding of the product.

(Club Reporting System upper right hand corner toolbar)

Another resource available to our clients is the Client Services and Technical Support departments. Both are trained in the various usage and functionality of our software solutions. Should you have any questions that you are unable to find an answer to, please do not hesitate to contact either of these teams.

And of course, there is always the Internal Training Department. This department was created to provide learning opportunities over the phone and via webinar style training. This department consists of trainers who are well versed in the usage and functionality of ABC’s software solutions and they would be happy to assist you with your training needs. If you would like to schedule a training appointment with this team for a particular software package or a specific component within the software, please contact your Account Executive. They will be happy to assist you.

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Are you interested in seeing how many new accounts have been approved so far this month? There is a report named “Daily New Accounts” located in the Club Reporting System (CRS) under the Daily tab. This report provides a list of all ABC Managed accounts entered month-to-date.

The “Daily New Accounts” report shows a variety of new account data including:

• Name
• Agreement number
• Type of agreement
• Payment mode used

Several important dates are displayed as well.

• Member since date
• Begin date
• 1st due and expire dates (depending on the agreement type)

The bottom portion of the “Daily New Accounts” report provides a summary of the total number of accounts as well as the total invoice amounts. The invoice amounts are grouped and totaled by profit center.

ABC Financial knows your time is valuable and we have provided this feature for your convenience. If you still have questions regarding the “Daily New Accounts” report, please contact our Client Services department at 1-888-622-6290 or your Account Executive and we will be happy to assist you!

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The Report Statistics feature is an excellent way to monitor who is viewing your information in DataTrak. With Report Statistics you can see which reports have been run, when and by whom. Report Statistics can be found in DataTrak under Menu beneath the Reports column.

When viewing report statistics, you can search by the following options:

• Report Name: This filter will allow you to search by report name
• Category: This filter will allow you to search for reports from a specific category; check in, POS, Members, etc.
• Employee: This filter will allow you to view which reports were ran by a specific employee
• Status: This refers to the current status of a report; active or inactive. Searching by status will display any report that has been run and is currently in the status selected
• Date: This filter will show you what reports have been run within the date range selected

You also have the ability to combine these search options to narrow your results. For example, you may search for the report name “All Active Members” with a date range of last month; this search will display each instance this report was run and by whom over the last month.

ABC Financial knows your time is valuable and we have provided this feature for your convenience. If you still have questions regarding Report Statistics, please contact our Technical Support department at 1-877-222-5767 and we will be happy to assist you!

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