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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?
All staff should have the same position, a similar knowledge base and technical skill level. Group trainings can accommodate a maximum of six people.
Is this training for new hires or existing staff?
Please view training calendar for available dates and times to help with your planning. 
Select Staff Position
  • 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
Please check off all areas to be covered in this refresher training:
Please check off all areas to be covered in this refresher training:
Please check off all areas to be covered in this refresher training:
Please check off all areas to be covered in this refresher training: