Contact FAQs

Where do I email a contact individually?

By going into the People section, and locating the contact's name, you can send an email directly from their profile. Click on the Send Email button in the center of the page to write up and send your email.

How can I move contacts through the customer phases(lead, trial, member, etc)?

When contacts purchase a trial or full membership, Pulse will automatically change their phase based on what change was made to their account. If you want to build out more specific phases, like 'Trial - No Show' or 'Trial - Attended 1st Class', you can build out those phases using the Opportunities board.

Where can I add emergency contact information for my members?

From a contact's profile in the People section, click on the Actions button in the top right corner and select Edit. In the Advanced tab there are fields to provide information for an emergency contact, medical concerns, and authorized pick-up. If you edit any of these fields, click on the Save User button at the top.

How can I see contacts that have a birthday coming up?

From the bar going across the top of your admin site, click on the Birthdays button in the top right corner of the screen. This will provide you with a list of all students who have a birthday today or in the next week. There is also a Birthdays Report you can learn more about in this help article.

Where can I view a member's payment history?

From a contact's profile in the People section, you can click on the invoices tab. Here you'll see a list of any invoices they have for memberships or purchases from your point of sale.

How can I reset a member's password for the customer portal?

If a member has lost their password for the customer portal, you can have a link sent to them via email to reset their password. From the contact's profile, click on the Actions button in the top right corner and then select 'Send Password Reset Email' from the drop-down menu.