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Entirely Cloud Based
21st century functionality for 21st century clients and customers
Manage your business operations from anywhere you want on any device
No on-site data management required
All future platform enhancements and updates automatically updated for customers
Infinite scalability
Customer Relationship Management
Access and manage customer memberships/passes and product purchases directly from customer profile
Access and manage customer household memberships, passes and tickets
Add and remove members of household
Integrated Customer waivers automatically tied to profile
Send waivers to head of house hold directly from profile via email
Group Management for teams, groups and recurring parties
Check in household members with passes on account
Check in guest with passes on account
Guest passes automatically generated based on membership type
Track and manage customer order history
Duplicate Account Merging functionality
Manage and prioritize client notes
Create and manage custom certifications
Manage payment cards and gift cards through customer profile
Staff Management
Manage staff Admin Permissions
Manage staff certifications
Software automatically tracks every action a staff member takes
Add staff to events / classes and receive emails when they are booked
Create staff bio’s to display for customers booking classes
Multi-facility
Manage multiple facilities all from the same client account
Manage billing by location
Ability to charge memberships to a primary location
Any retail purchases at a separate location would remain with that location
Manage data for staff, memberships, passes, products, customer waivers by location
Manage guest passes by location
Manage taxes and products by location
Manage membership permissions by location
Manage class and ticket access by location
Manage Guest Pass restrictions by location
Easily add new locations and update current permissions / access
Point of Sale (POS)
Integrated payment processing directly in Approach
Online payments with the same processor as in person payments
Competitive Credit Card processing fees via partner payment processors
In-store and online membership / pass / event sales functionality
Online ticket sales
In person and online gift card sales
In person and online invoicing
Automated emailed receipts for every transaction
Calendar / Booking
Easy to use in app calendar functionality
Feels like a calendar that you already use every day
Online and in person booking features
First come First Serve Events
Private Event Booking
Ticketed Events
Multi-day ticketed events (purchase one ticket for multi-day access)
Book camps, classes, parties, rooms, and special events online.
Tiered Booking feature (customers can choose multiple price points for a single
event)
Customers can pay deposits and invoices online or in person
Add limits for maximum or minimum number of attendees on events
Easily publish events online or remove them in one click
Guest lists on events show who already has a signed waiver
Easily create events for both member and drop in access
Build group events that are bookable by price per head
Reschedule events while maintaining all of the bookings
Reschedule a single timeslot in a recurring event
Schedule an event and then add a pre-created group to the event
Reschedule and individuals booking without refunds or other purchases
Check in attendees through the event view with one click
Merge calendars with duplicate functions
Integrated Check-in & Document sign
Check-in using QR code, email, or phone number
Check using tablets or mobile device
Create digital waivers
Sign waivers for minors and add new members to household
Easily check in entire family through self check-in module
First time customers get automated welcome email
Online waives automatically generate and attach to profile
Upon check-in, system automatically checks for the following
~Current Waiver
~Ensures customer is paid for membership / pass
~Checks for current certifications
~Checks Notes based on priority
Advanced Business Analytics
Integration with Amazon QuickSight for advanced data analytics of business operations
Online Portal
Customizable with pictures through Approach Main app
Fully integrated to calendar and POS for seamless customer acquisition
Sell memberships, Passes and Plans online
Purchase items and assign to specific household members
Sign digital waivers for an individual or household
Purchase Gift Cards
View and filter online schedule by date, category, and location
View and book classes, events, and purchase tickets
Coming Soon
When I work
Integration for easy to view staff scheduling
New automated retention email features
Supported Countries
United States of America
Canada
Australia
Germany
New Zealand
Hong Kong
Singapore
United Kingdom
Ireland
France
Italy
The Netherlands
Poland
Portugal
Spain
June 20, 2023
CWA Recap & Exciting New Features
Andrew Potter
Feature
Blog
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May 1, 2023
The Approach Story
Most people have not heard this... Part of that was by design. Here is our story.
Andrew Potter
Company
Blog
Read full post