Table of Contents

Personify (search, customer records, Batches, etc)

Payment Methods

Membership

Day/Guest/Trial Passes

YMap (ebiz)

Programs

Data Analyzer

YSC

Personify

Personify Key Terminology

Membership Overview

Transactions for Other Branches

Logging Into Personify

Closing Batch, and Logging Out of Personify

How to Search in Personify

Creating a Customer Record

Editing Contact Information

Facility Access Card Number

Web Login- Adding a New Email to an Account Will Auto-Send a 'Login Credentials Set-up' Email

Web Login- Checking for an Existing Username

Web Login- Staff Sending a Forgot Username or Password Email

Web Login- Not Receiving the Reset Username or Password Email

Adding a New Family Member to an Existing Customer Record

Linking Existing Customers as Part of a Family

Changing the Default Bill-To for all Future Orders

Adding a Swim Band Color

Payment Methods

Adding a Credit Card to a Customer Record

Adding a Bank Account (EFT) to a Customer Record

Membership

Membership-Selling a Membership

Membership- Discounting/Waiving the Joining Fee During the Selling the Membership Process

Membership- Fixed Term Membership (30 days to One Year (Annual))

Membership- EPA Only: 1 Month Fixed Term Membership

Membership- EPA Only: 3 Month Fixed Term Membership

Membership- EPA Only: 6 Month Fixed Term Membership

Membership- Group/Employer Using Market Codes

Membership- Wellhub (Formally Gym Pass)

Membership- Fit On Health (Formally Peerfit)

Membership- Reinstating within 30 Days of Terminating Membership

Membership- Participant Change

Membership- Editing Family Members in a Family Membership

Membership- Changing Bill-To

Membership- Updating Draft Payment Method

Membership- Paying with Cash or a Check In-Person Each Month

Day/Guest/Trial Passes

Selling a Day Pass

Selling a Free Guest Pass

Selling a Free 7-Day Trial Pass

Programs

Program- Selling a Program

Program- Waitlisting a Participantwaitlist

Program- Transferring a Program

Program- Transferring a Program Participant

YMap (ebiz)

YMap (ebiz)- How to Get to YMap

YMap (ebiz)- Logging In Versus Registering

YMap (ebiz)- How to Use Filters to Find a Program

YMap (ebiz)- View Membership

YMap (ebiz)- Edit/Manage Family Unit

YMap (ebiz)- View Registered Programs

YMap (ebiz)- Print Receipt

YMap (ebiz)- Updating Payment Methods

Data Analyzer

Data Analyzer- Payment History Request

YSC

Common Requests that the YSC Manages