Client Referrals
Generate a report showing how clients were referred.
EZFacility 4.0
Topics
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Contacts/Member Management 11
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Check-In 1
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Payment Processing Integration 4
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Scheduling 11
- Merge Reservations
- Pay, Edit, or Delete Invoice Through The Schedule Page
- Add Invoices to a Reservation
- Multi-Schedule Mode
- Delete Reservation
- Edit Reservation Details
- Add Reservation Occurences
- Edit Reservation Occurences
- Scheduling Recurring Reservation
- Scheduling a Reservation
- Schedule Page Basics
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Memberships 12
- Membership Status Overview
- Membership Sharing
- Cancel Membership
- Suspend Membership
- Freeze Membership
- Edit Membership
- Membership Contracts Tab View
- Membership Limit
- Member Check-In
- Setting Up a Membership Without Advanced Membership Module (Simple Memberships)
- Selling a Membership Contract (Only Available w/ Advanced Membership Module)
- Basic Membership Tracking
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Groups 28
- Manually Publishing Players
- Manually Publishing Teams
- Setting Up a League
- EZLeagues Integration
- Edit and Delete Groups
- Email A Group or Subgroup
- Move to Sub-Group
- Move to Group
- Export Groups To Excel
- Sub-Group Report
- Group Report
- Groups and Subgroups Waitlist
- Groups and Subgroups Scenarios
- Player’s Link
- Captain’s Link
- Captain’s and Player’s Links
- Registration Types
- Online Registrations
- Subgroup Registration Using Speed Register
- Manual Sub-Group Registration
- Group Registration Using Speed Register
- Manual Group Registration
- Assigning a Team Captain
- Sub-Group Details
- Add New Sub-Group
- Groups Details Basics
- Undelete A Deleted Group
- Adding New Group
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Administration and Setup 19
- Add/Edit Users
- Membership Plans
- Check-In Stations
- Membership Types
- Group Categories
- Referral Categories
- Client Categories
- Password Policy and Requirements
- Resetting A User’s Password
- Difference Between Account Types
- Revenue Categories
- Fees
- Billing Items
- Rental Rates
- Online Registrations
- Reservation Types
- Account Details
- Facility Setup
- Administration Page Basics
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Reports 43
- Account Activity
- Client Demographics
- Group Waitlists
- Communications Log
- Client Referrals
- Low Usage Check-In Report
- Expiring Waivers
- Check-In Report
- Membership Actions
- Expiring Memberships
- New Memberships
- Memberships Overview
- Time Clock Report
- Equipment Rental Statistics
- All Equipment Inventory
- Checked-Out Equipment
- Expiring Lockers
- Birthday Parties Report
- Monthly Calendar
- Resource Availability
- Report by resource
- Booking Report
- Print and Post
- Sales by Coupon
- Order Returns/Refunds
- Inventory Re-order Report
- All Inventory Report
- Product Sales By Supplier
- Product Sales By Brand
- Sales By Category
- Sales By Employee
- POS Deposits
- All Sales Report
- Daily Register Report
- Expired and Expiring Credit Cards
- Income/Balances by Customer
- Batch Settlement
- Accounts Receivable
- Accrued Rental Revenue
- Search Invoices
- Invoices
- Deposits
- Management Report
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Hardware Setup 4