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	Solution CRM Front Desk Manager Sales Manager Scheduling Manager Financial Manager Administrator


	Clubnetworks Solution Clubnetworks Benefits


	ClubNetworks Childcare Program EFToolkit EFTerminal EFRegister EFRealtime


	Churches and Schools ClubNetworks Childcare Program EFRealtime

The Clubnetworks Solution

ClubNetworks Solution

Customer Relationship Manager

Sales Manager

Front Desk Manager

Scheduling/Reservation Manager

Financial Manager

System Administration Manager

Customer Relationship Manager
Customer Relationship Manager consists from My ClubNetworks and Contact Manager modules. My ClubNetworks allows each user to manage their own tasks, schedule their own availability, view their hours worked and commissions earned. Contact Manager offers the ability to search on, and enroll, all entities; including members and employees.

My ClubNetworks
My ClubNetworks Overview My Clubnetworks allows each user to manage their own tasks, availability, schedule, hours worked and commissions earned since the last payroll. My Clubnetworks – My Tasks My Clubnetworks – My Weekly Schedule My ClubNetworks Features My Calendar Schedule calls, appointments, tours and "To Do’s" for the current day or dates in the future My Tasks View and edit tasks in My Calendar Sort by date and task type Open Alarmed Completed Calls Appointments To Do Tours My Schedule Schedule work shift availability Ability to chose employee role, and position Ability to chose frequency (one time or recurring) Ability to edit previously scheduled availability View scheduled daily or weekly work shifts My Hours View hours worked by specific payroll period or all My Commissions View commissions earned by specific payroll period

Contact Manager
Contact Manager Overview The Contact Manager manages all entities of the system such as third party corporations, members, primary payers, users, vendors, and employers through entity lookup and enrollment. Contact Manager – Search and enrollment Contact Manager – Step one in enrolling a new membership Contacts Manager Features Search Wizard Corporations Maintains corporation general information Maintains corporate main contact person, and optional additional contacts Maintains all contact history Maintains corporate billing account and participating employees Maintains all corporate promotions, member participation and participating site locations Employers Maintains employer table for easy lookup during enrollment Members Maintains member’s general information Maintains contract information Maintains sites members have access to based on contract type Maintains contract change history Maintains member accounts across multiple payers Provides ability to add/cancel services, freeze, change contract, renew contract, change billing information, transfer site, transfer member, cancel member, cancel contract Maintains account status and history Maintains contact history Maintains facility usage history Maintains reservation usage Maintains session usage Maintains bonus point program Maintains customer interests Maintains medical information and emergency contacts Maintains club credit Displays purchase history Displays billing information and account statuses Primary Payers Maintains general payer information Maintains account status Maintains billing information Maintains account history Maintains links to customers Maintains payers that may span multiple locations Maintains account aging Allows for differing posting cycles between payers and contracts Allows for multiple contracts for the same payer Allows for multiple accounts for the same payer Allows for third-party payers (Corporate and government payers) Enter account debit/credit memos Prospects Maintains prospect’s personal information Maintains prospect’s contact history Maintains prospect’s guest packages Maintains prospect’s interests and interest level Maintains prospect’s session packages and reservations Task management including calls, appointments, to-do’s Mail merge and e-mail merge Tracks prospect’s visits Tracks prospect changes Tracks prospect ownership Users Maintains user’s personal information (address, contact information, phone numbers) Maintains user contact history Maintains user medical notes, courses and certifications Maintains user security information Allows user security to be recursive or site specific Allows selection of user commission group Maintains user site information Allows site security to be recursive or site specific Maintains user time slips View user time slips Vendors Maintains vendor general information Maintains vendor main contact person and optional additional contacts Maintains all contact history Maintains products, and purchase order history Enrollment Wizard Corporations Enter corporation details, promotions and primary contact information Enter corporate participation (continuous, fixed term, terminating), start date, and number of subscribers Enter billing information and at which sites the corporate program will be available Members Enter member’s basic and optional employer information Allows for selection of services, interests, emergency contacts Enter primary payer information Allows for selection of contract type, promotions, billing cycle and billing date Allows for promotions on the processing fee, prorated dues, and initiation fees Allows for direct flow to POS for contract adjustment, and to contract requirement screen Using the search wizard enroll existing prospects into full membership programs Prospect retains general information and tracking history into membership Prospects Enter prospect name and basic contact information Enter general prospect information including interests, emergency contacts, guest programs or passes Users Enter user name and basic contact information Enter user information such as site location, and security permissions Vendors Enter vendor information such as site location, and primary contact information Conversion Check In Allows a facility to check in members from a converted database

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