Updates

See what's new with Approach

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
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