Guest profiles can be activated and converted into a client profile if the client is interested in becoming a full member of your business.
Key tips before you begin
The Client Since date on their new client profile will permanently change to the date you activated the guest profile.
Any activity already completed by this guest will now be attributed to their client profile and will be displayed that way in any reports.
The new client must now sign any mandatory waivers.
Convert a guest profile
To convert a guest profile, follow these steps:
On the Top Nav Bar, click the Search button
Click the Search options button
Set the Include deactivated clients option to ON.
Enter the guest client’s information in the box.
Click their name to access their profile
On the guest client’s Overview page, set the Activate Client option to ON.
Note: you must fill out the required fields before the guest profile is converted to a client profile.