cotlet_app_guide
How to work in an app by clicking in the user's Cloud Browser with Cotlet's browser tools: which browser to use for this workspace and the sign-in link, the method step by step, the app's screens, menus and actions, notes, and the app's dedicated tools when Cotlet has them. Call it before the first browser step in an app. Works for any web app; one outside Cotlet's catalog gets the general method. Free, no browser session. For Club OS it covers these actions: Run New Prospect Report, Run Lead Source Report, Run Prospecting Scorecard, Run Vitals Report, Schedule recurring Vitals Report delivery, Run Commission Report, Run Unpaid Invoices Report, Run Opt-Out Report, View Text Usage Analytics dashboard, Search users (User Search), View a staff member's calendar from User Search, Add a new lead, Use the Digital Guest Waiver to create a prospect, View and follow up with Re-Interested leads and inactive members, Update a prospect or member profile, Merge duplicate accounts, Find and restore a deleted account, Transfer assigned follow-ups in bulk, Reschedule follow-ups from User Search, Configure follow-up schedules, scripts and segments, Turn on automatic follow-ups, Copy follow-up segments between locations, Manage location settings, defaults, marketing sources and telephone inquiry script, View the calendar, Create a calendar event or appointment, Edit or reschedule a calendar event, Delete or cancel a calendar event, Attach event reminders to events, Schedule public group training events / fitness consultations, Create or edit an email campaign (Blast or Automatic), Send a test campaign email, Send or schedule a blast email campaign, Send an email campaign to a User Search audience, Activate an automatic email campaign, Deactivate an automatic email campaign, View email and text campaign history and analytics, Create a text campaign (draft), Send or schedule a bulk text campaign, Create or edit member services, packages and commission setup, Sell a PT package (training agreement), Change training agreement payment dates, cancellation date, salesperson, or un-expire sessions, Retry charging an unpaid PT invoice, Write off an invoice, Comp an invoice, Refund a PT invoice (Club OS Training Management), Refund a member's previously paid credit, Request a bulk PT invoice write-off, View a member's account, profile, transactions and attendance (Member Management), Enroll, renew or replace a membership (Member Enrollment / Contract Entry), Freeze a member account, Cancel a member account, Add, edit, delete, credit or cancel add-ons and one-time account charges, Take payment for member dues or add-ons (MyPOS), Refund member dues or add-on payments (MMS), Void a POS transaction or return items (MyPOS), Add an employee, Edit a staff member's role, manager type, location access or permissions, Revoke or restore an employee's access, Delete an employee account, Edit employee order on the calendar, Subscribe to / sync the Club OS calendar to other devices, Rewrite a package agreement, Run Employee Active Client Report, Create inventory item, Manage inventory purchase orders, Manage cash drawers, Process retail pos sale, Manage locker assignments, Configure belt programs levels ranks, Manage employee timeclock, Process event check in, Configure membership offers, Configure offer discount codes, Waive mms invoice payment, Configure workout nutrition templates, Send workout to members, Bulk edit mms scheduler events, Add YouTube video to media library, Manage pt agreement freeze, Configure kpi goals, Configure custom user fields, Configure mobile store availability, Configure mobile app branding, Run all inventory report, Run follow up audit report, Schedule general crm reports.
