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How to handle document of members

Updated

In this article, you will learn: How to manage documents of your members.

Quick reference:

    1. Go to customermanagement/*customernumber*/documents
    2. Select Document upload
    3. Upload your Document and Save

General

Each member has different documents associated with it. These are collected in the Documents section. You can find this directly on the member page under Management / Documents.

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Automatic Documents

The following document types are used here automatically (and in chronological order):

  • Anamnesis
    If you have completed and saved the anamnesis form for a member

  • Contract
    If you have created a member

  • SEPA direct debit mandate
    If you have defined this as a direct debit payer when creating a member.

  • Module contract
    If you have concluded a module contract with the member after creation

  • Training
    If you have exported a member's training plan as a PDF

  • Invoices

You will also find documents here that you have captured using your iPad or iPhone, e.g. notices of termination or certificates received in paper form.

Upload manual documents

Of course, you can also add documents manually. Simply click on the Document upload button in the top-right corner.

For each document, you will be offered the following options:

  • Download document

  • Rename document

  • Remove document

As always, you can reach the options by clicking on the three-dot menu at the end of the line

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NOTE: You cannot find letters to the members in the Documents area, but in the communication center. The name says it all: This is the central location for communication with your members.

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