“Gemtech’s membership system allowed me to ditch the spreadsheets, which were difficult to manage and not joined up to my mailchimp or anything and I was spending so much time managing my members that I wasn’t enjoying coaching anymore.”
Overview
A wellness consultant was managing all her weekly members on a spreadsheet. As they came in through the door to book in, she was looking through the spreadsheet for their name and adding details, taking cash or card payments. After each class she was manually checking through each one to see when they last attended and making notes as to who needed to be emailed? And although the spreadsheet was able to total up the cash and card sales, it wasn’t the easiest thing to manage. As members grew the spreadsheet became more unmanageable and complicated. Also they had to manually add the members email addresses in to their Mailchimp accounts in order to send them a follow up email after class.
Solution
Gemtech recommended that she could use a tablet with a point of sale to book members in. We added each of the consultants services to the point of sale as products, which the booking in clerk could use, without viewing members confidential weight data, to take the sales. We also devised a method for creating membership cards for new customers with a quick bar code labelling system, which could then immediately be read by the consultant over at the weighing in station too, to bring up that members new record.
As soon as the clerk had registered the new customer in to the system, they received an email inviting them to join the members only area to view exclusive recipes. Their email was immediately in mailchimp as well, and all that was needed to be done was manually confirm if this member had given us written permission to email them with a tick in a box.
After class, the system automatically sends an email of the cash & card transaction totals for the class, making it easy to add the information to the accounts system.
We set up emails to automatically go to anyone who attended the class to remind them their membership was due to expire and to attend again this week if they wanted to continue to receive access to the ‘members area’.
They were able to retain more members by offering a virtual zoom class to those who were unable to attend the in-person class, so that that they could continue their membership and access the ‘members area’.