Webinars

June 28th, 2018

Gladstone360-Contacts & Workflows

Bite sized training session covering Membership wizards. They allow you to combine multiple membership functions into a single simple process.

Suitability: Users at Reception, Admin, Management and Senior Management level and all new customers.

Learning Goals: To configure a few examples of membership wizards and then how to apply them to member records.

An Introduction to our new Contacts module within our Gladstone 360 product suite. As well as a demo of workflows with examples.

Suitability: Existing 360 customers and all new customers.

Learning Goals: You will learn how to add contacts and create some workflows examples in the Contact 360 product Suite

Dealing with late cancellations and no shows for booking activities and classes in Plus2.

Suitability: Admins, Supervisors, Duty Managers and those who have some Plus2 configuration expertise.

Learning Goals: How to set up a late cancelation policy for your facility and then be able to report on this.

This session is designed to show example of how to use Eye Q report queries to send communications via BPM to members.

Suitability: System Admins, Admin Staff and Management level. 

Learning Goals: How to generate an email or letter from within the Plus2 report generator module

Overview of GMC - showing how to operate a Direct Debit run from within the GMC product.

Suitability: Admin or Management level, who currently perform Auddis or DD runs.

Learning Goals: How to process Auddis and EFT runs from within the GMC.

Overview session on how to set up block bookings in Plus2 and then how to operate the invoice module.

Suitability: Users of Plus2 at Admin or Management level.

Learning Goals: This Session is designed to send communications to members.

A refresher session or introduction for some users of Plus2, on how to set up bookings sheets with activity bookings.

Suitability: Users of Plus2 at Admin or Management level and Site Managers.

Learning Goals: How to set up a new booking sheet for your facility including activity examples.

A taster session demonstrating how Connect 5 works and some of its features, from the perspective of the members.

Suitability: For all at all levels.


Learning Goals:  To get an overview of online bookings and how to make activity, class and course bookings.

Clearing unpaid sales on members and non-members accounts and how to void payments in Plus2.

Suitability: System Administrator, Admin Back Office Staff or Management level.

Learning Goals: How to use the batch postings module to clear up members and non-members debt within the Plus2 database.

Overview of the Gladstone Management Console - Archive Module.

Suitability: Recap for trained users of the GMC -archive module and is suitable for IT Managers and System Administrators.

Learning Goals: Learn how to archive your database base with the latest archiving features.

Quick introduction on security permissions and access levels across our products.

Suitability: Recap for trained users of the GMC on security permissions and is suitable for IT Managers and System Administrators.

Learning Goals: How to configure roles and permissions for users of our products.

Quick overview of how to set up the Secure Password and then how this works with the Gladstone Member facing products: J@H and Connect.

Suitability: IT Managers and System Managers.

Learning Goals: How to switch on and set up the secure password, in our member facing global sections of the GMC.

How to configure membership subscription within Plus2 and then how to apply member promotions and discounts.

Suitability: For all users of Plus2.

Learning Goals: You will learn how to configure subscriptions and products as well as how to allocate different subscription discount (examples).