This is to be completed by Branch or Membership Leadership on behalf of their staff member(s). Is this training for a group or individual staff? Group Individual Staff Member First and Last Name Staff Member #2 First and Last Name Staff Member #3 First and Last Name Staff Member #4 First and Last Name Staff Member #5 First and Last Name Staff Member #6 First and Last Name All staff should have the same position, a similar knowledge base and technical skill level. Group trainings can accommodate a maximum of six people. Location - Select -Bay ViewCanandaiguaCorningEastsideMaplewoodInnovation SquareNorthwestSchottlandThurston RoadWestsideOther (Please Specify) Other Location Direct Supervisor Is this training for new hires or existing staff? New Hires Existing Staff Please view training calendar for available dates and times to help with your planning. Staff's availability for training Staff's availability for training: Date Staff's availability for training: Time Select Staff Position Greeter Member Service Representative Member Engagement Specialist Membership Coordinator Membership Staff Associate Membership Director If applicable, please share any additional information about the staff needed for training: Customer service skills Scanning members: Reading errors and notes Knowledge of policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge of specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Customer service skills Scanning members: Reading errors and notes Knowledge of policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge and ability to process specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Customer service skills Scanning members: Reading errors and notes Knowledge and ability to process policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge and ability to process specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Best practices for giving a tour Troubleshooting membership records Customer service skills Scanning members: Reading errors and notes Knowledge and ability to process policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Knowledge and ability to execute specialized memberships (Experience Scholarships, Nationwide Members) Best practices for giving a tour Troubleshooting membership records Processing cancellations and transfer requests Auditing monthly membership reports (Age Outs, Referrals with no connections, too many adults on a membership) Select Staff Position Greeter Member Service Representative Member Engagement Specialist Membership Coordinator Membership Staff Associate Membership Director Other If applicable, please share any additional information about the staff needed for training: Please check off all areas to be covered in this refresher training: Customer service skills Scanning members: Reading errors and notes Knowledge of policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge of specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Please check off all areas to be covered in this refresher training: Customer service skills Scanning members: Reading errors and notes Knowledge of policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge and ability to process specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Please check off all areas to be covered in this refresher training: Customer service skills Scanning members: Reading errors and notes Knowledge and ability to process policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge and ability to process specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Best practices for giving a tour Troubleshooting membership records Please check off all areas to be covered in this refresher training: Customer service skills Scanning members: Reading errors and notes Knowledge and ability to process policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Knowledge and ability to execute specialized memberships (Experience Scholarships, Nationwide Members) Best practices for giving a tour Troubleshooting membership records Processing cancellations and transfer requests Auditing monthly membership reports (Age Outs, Referrals with no connections, too many adults on a membership)
This is to be completed by Branch or Membership Leadership on behalf of their staff member(s). Is this training for a group or individual staff? Group Individual Staff Member First and Last Name Staff Member #2 First and Last Name Staff Member #3 First and Last Name Staff Member #4 First and Last Name Staff Member #5 First and Last Name Staff Member #6 First and Last Name All staff should have the same position, a similar knowledge base and technical skill level. Group trainings can accommodate a maximum of six people. Location - Select -Bay ViewCanandaiguaCorningEastsideMaplewoodInnovation SquareNorthwestSchottlandThurston RoadWestsideOther (Please Specify) Other Location Direct Supervisor Is this training for new hires or existing staff? New Hires Existing Staff Please view training calendar for available dates and times to help with your planning. Staff's availability for training Staff's availability for training: Date Staff's availability for training: Time Select Staff Position Greeter Member Service Representative Member Engagement Specialist Membership Coordinator Membership Staff Associate Membership Director If applicable, please share any additional information about the staff needed for training: Customer service skills Scanning members: Reading errors and notes Knowledge of policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge of specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Customer service skills Scanning members: Reading errors and notes Knowledge of policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge and ability to process specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Customer service skills Scanning members: Reading errors and notes Knowledge and ability to process policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge and ability to process specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Best practices for giving a tour Troubleshooting membership records Customer service skills Scanning members: Reading errors and notes Knowledge and ability to process policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Knowledge and ability to execute specialized memberships (Experience Scholarships, Nationwide Members) Best practices for giving a tour Troubleshooting membership records Processing cancellations and transfer requests Auditing monthly membership reports (Age Outs, Referrals with no connections, too many adults on a membership) Select Staff Position Greeter Member Service Representative Member Engagement Specialist Membership Coordinator Membership Staff Associate Membership Director Other If applicable, please share any additional information about the staff needed for training: Please check off all areas to be covered in this refresher training: Customer service skills Scanning members: Reading errors and notes Knowledge of policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge of specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Please check off all areas to be covered in this refresher training: Customer service skills Scanning members: Reading errors and notes Knowledge of policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge and ability to process specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Please check off all areas to be covered in this refresher training: Customer service skills Scanning members: Reading errors and notes Knowledge and ability to process policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge and ability to process specialized memberships (Experience Scholarship application process, Nationwide Members) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Best practices for giving a tour Troubleshooting membership records Please check off all areas to be covered in this refresher training: Customer service skills Scanning members: Reading errors and notes Knowledge and ability to process policies and procedures (Community Health Partners, cancellations, refunds, transferring memberships, age requirements) Knowledge of membership and program offerings Onboarding new members (selling memberships including Referral, Corporate, and Experience Scholarship, downloading and setting up mobile app, explaining member benefits, navigating the website) Reading Active records (history, notes, current membership, program registration, who is on the membership, etc.) Handling payments (balances, changing credit cards for memberships) Program registration, cancellations, and transfers in Active (Swim Lessons, Youth Sports) Registration and cancellation in MindBody (Wellness Consultations and Personal Training) Knowledge and ability to execute specialized memberships (Experience Scholarships, Nationwide Members) Best practices for giving a tour Troubleshooting membership records Processing cancellations and transfer requests Auditing monthly membership reports (Age Outs, Referrals with no connections, too many adults on a membership)