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WHAT S INSIDE Table of Contents What s New... 4 - DataTrak Spanish... 6 - DataTrak/MICROS Integration... 8 MYiCLUBonline... 10 - Sell Memberships... 12 Anywhere, Anytime DataTrak... 18 - Benefits of DataTrak... 20 - DataTrak Prospective Members... 22 - Prospective Members... 24 - Mobile Club Membership Sales... 26 - Electronic Agreement Entry... 28 - DataTrak Member Benefits... 30 - Member Check-In... 32 - Biometric Fingerprint Check-In... 34 - Member Management... 36 - Kids Club... 38 - Electronic Member Documents... 40 - MYiCLUBonline... 42 - DataTrak Owner Benefits... 44 - Point of Sale... 46 - Inventory Management... 48 - Schedule Management... 50 - Member Facing Event Enrollment... 52 - Employee Management... 54 - Employee Portal... 56 - Dashboard... 58 - Report Management... 60 - DataTrak Extra Benefits... 62 - Recurring Services... 64 - Gift Cards... 66 - Locker Management... 68 - Phone/Tablet App... 70 - Disaster Recovery... 72 - PCI Compliancy... 74 Why ABC? 20 Reasons... 76 2 3
WHAT S NEW What s New at ABC Financial? DataTrak, ABC s Industry Leading Club Management software, is now available in Spanish! You get the same system and functionality as the English version without having to install additional software. Make your food and beverage point of sale transactions easier! DataTrak is now fully integrated with MICROS. 4 5
WHAT S NEW DataTrak Spanish Unique DataTrak URI provides a Spanish language experience for the DataTrak user All of the same functionality as the English version No additional software or plug-ins to run Both English and Spanish DataTrak are the same system. The user can run them side by side and see all of the same data, reporting, etc. 6 7
WHAT S NEW DataTrak/MICROS Integration MICROS specializes in point of sale transactions for food and beverage sales Members will have the ability to use their DataTrak Club Account/House Charge to pay for MICROS point of sale transactions 8 9
MYiCLUBonline Premium allows members to upgrade their agreement online without assistance from their health club staff. When a member completes an upgrade agreement in MYiCLUBonline, they just sign with their mouse or finger on their mobile device. A copy of the completed agreement is then emailed to the member, as well as stored in DataTrak and in ABC s imaging system where it can be accessed later if needed. Billing amounts and available club amenities update in the member s account automatically based on the agreement upgrade. 10 11
You Can Sell Memberships Anywhere, Anytime! All you need is a tablet of your choice. Sign up new members at corporate events, shopping malls or even the front counter at the gym. If someone wants to join, just hand him or her a tablet, and in a few minutes, they re signed up. They can even sign a membership contract with their finger! New members can enter part of their address or simply pick a spot on the map to find the location nearest them. 12 13
After selecting a location, the member is presented with the various membership options available at that location. A touch of the select button gets them on their way. The new member then enters basic data, which is configured by the club. Add-ons can be selected and billing information entered. 14 15
A review of the information is presented, and the member signs with their finger. The down payment is automatically processed. The new member can conveniently spread the word about their new membership via social media! They are also prompted to create their MYiCLUBonline username/password and to book an orientation session. 16 17
Put the Industry s Leading Club Management Software to Work For You With DataTrak From ABC Financial. 18 19
Benefits of DataTrak Club Management Software Centralize all of your data in one secure database that is accessible from the Internet Put an end to data corruption! Database maintenance and redundant back-ups are provided automatically. Get continuous development for new product features and updates, with no additional add-on fees 20 21
Prospective Members 22 23
Prospective Members Enter prospects and guests Assign priorities and salesperson Track marketing campaigns Monitor conversion rates Discover and source why a prospect visited your club Convert prospect to member with ease 24 25
Mobile Club Management Sales Sign-up and enroll prospects online via mobile device or app Capture debit and credit card information for tablet sales quickly and accurately Your members can manage their accounts, make or schedule payments, as well as, reserve classes and other services online freeing up your front counter staff 26 27
Electronic Agreement Entry Capture signatures digitally Save money with completely paperless processing Email agreements to members automatically Customize agreements to fit your sales process Take photo and book member orientation Customize payment plans and templates 28 29
Member Benefits 30 31
Member Check-In Check-in members with fingerprint, barcode key tag, key fob, pin code or name search Sub one-second check-in Get automated and custom alerts 32 33
Biometric Fingerprint Check-In Fast, safe and cost effective Member simply places their finger on the sensor pad Reduces potential fraud because fingerprints cannot be shared like a barcode, key tag or fob Biometrics cannot be duplicated! Your club becomes a safer environment as only paying and current members can access the facility. Save money! A cardless fingerprint check-in system only requires the member s finger. 34 35
Member Management View, add and delete invoices Cancel and freeze memberships View complete member history Update member information in real time Store documents with paperless files Increase ease of sales with virtual wallet for multiple payment methods 36 37
Kids Club Attach children to members with a picture of member and child for verification and security Note allergies or special needs Monitor legal childcare limits, guardian pick-up verification and attendance tracking for better decision-making 38 39
Electronic Member Documents Store paperless forms for cancellations, freezes and waivers Allow members to sign electronically Store information automatically on member s record 40 41
MYiCLUBonline Sign up and enroll prospects online Use promotion codes for corporate or special offers Make MYiCLUBonline fit your club s brand Manage accounts (billing information, view and print check-in history) Make or schedule payments Schedule classes and other services Purchase and book personal training 42 43
Owner Benefits 44 45
Point of Sale Track petty cash Ring up items by barcode, buttons or search Allow member associated on sales Charge to house account or card on file View and return items from previous sales Two-click point of sale transactions Email receipt 46 47
Inventory Management Create catalog items and deploy to clubs Re-stock and adjust quantities on hand Track vendors and unit cost Print UPC labels for items Control re-stock levels, loss prevention and rapid re-stock 48 49
Schedule Management Manage departmental calendars Track services, classes and sales opportunities Automate trainer commission and payroll Track and verify member s class attendance and appointments Manage multiple calendars and locations Biometric or PIN code verification for sessions Send event reminders via email/text and completed session thank you emails 50 51
Member Facing Event Enrollment Make use of fast and easy kiosk class and event check-in while verifying attendance Log accurate enrollment numbers Make use of instructor clock-in/out via kiosk 52 53
Employee Management Create, view and manage employees Group employees by department Set employee or departmental level security Figure commission on percent or flat rate Benefit from integrated time clock Choose unlimited commission options based on how you run your business 54 55
Employee Portal View trainer schedule, set, reschedule or cancel appointments, as well as download and print calendar Ability to mark appointments as complete Employees can identify hours of availability Add additional notes to scheduled clients/appointments Access via web or mobile portals 56 57
Dashboard Uses easy-to-read graphs and charts View progress against goals Make better decisions at your fingertips Get snapshot looks at daily, weekly and monthly goals 58 59
Report Management Create unlimited custom reports Report on one club or a group of clubs Schedule reports to run automatically with results emailed View reports in Excel, PDF or CSV file formats Get controlled employee access via security roll assigned 60 61
Extra Benefits 62 63
Recurring Services Bill service sessions weekly, bi-weekly, monthly and automatically add new sessions for member use Create service memberships month to month or term length Apply session expiration dates Hold session availability for redemption until fully funded Customize packages, plans and templates 64 65
Gift Cards Fully integrated Load cards with specific dollar amounts Use cards company-wide Customize cards to your brand 66 67
Locker Management View integrated locker inventory Access combinations online with one click Track maintenance history 68 69
Phone/Tablet App By partnering with Netpulse we provide custom apps that give members maximum engagement with your club experience Members can check-in, register for classes, book appointments, manage their account, make payments and purchase services and sessions with their card on file from their phone POWERED BY Send special offers, promotions and club news with push alert notifications Use built-in tracking tools to keep your members engaged 70 71
Disaster Recovery Access duplicate systems across two physical data centers Get initial recovery for the system within 30 minutes Get complete system recovery within 4 hours Connects employees to customer service systems remotely if primary facility is lost Benefit from a complete system disaster recovery test conducted once a year by ABC Financial 72 73
PCI Compliancy ABC Financial is a PCI DSS compliant Level 1 Service Provider We keep our systems secure You can trust ABC Financial with your sensitive payment card information All software is password protected 74 75
WHY ABC? 20 REASONS Why ABC? 20 Reasons... You Should Partner with ABC Financial for Your Membership Management and Payment Processing Solutions! 76 77
WHY ABC? 20 REASONS 78 1. Focus: The most successful health club companies focus on three things: sales growth, profitability and member experience. Freeing yourself from the burden of collections lets you invest the time you save into improving your business and profitability. 2. Experience: ABC is more successful in membership management, billing and collections because we have 36 years of experience. More experience has helped ABC clients increase collections by 15%. 3. Time Savings: Member inquiries require a huge amount of your staff s valuable time. Turning over the responsibility to us solves this problem. We have the structure to respond to your members faster and more effectively. 4. Security: Billing and collections grow more complicated as rules and regulations change, including the Fair Debt Collections Practices Act and PCI Compliance. ABC stays up-to-date with regulatory and security practices do you? 5. No Contract: ABC does not believe in holding its customers hostage. The goal is to have customers who are as committed to ABC as ABC is to them. So we don t require clients to sign term contracts. It s simple: If we do not meet or exceed your expectations, you re free to find another provider. It makes us work that much harder to keep you happy! 6. Real-Time Updates: Knowing the change you just performed in DataTrak or the Online Business Center is immediately reflected on the member s record eliminates confusion or mismanagement. This creates better communication between your staff and your members, as well as a more satisfying member experience. 7. On-Site Implementation Managers: A team of highly trained and skilled technicians come on-site to help improve your business. The depth of their knowledge in the industry, ABC products and health clubs means you have a valuable resource at your fingertips and at your front door. 8. Opportunity Cost: Industry billing statistics show that 10-15% of active members will have a payment problem; that requires a lot of time spent resolving billing issues. Time you could spend building your business or enjoying life. 79
WHY ABC? 20 REASONS Outsource these tasks and avoid the headaches of member management. 9. Options: ABC handles everything from billing to collections to cancellations to freeze requests for most clubs. In some cases, this may not make sense for an owner or group. We let you decide what fits your business best and ABC adjusts to your model. 10. Client Management Team: ABC provides a team solely dedicated to supporting health club owners across the United States. They are accessible, quick to respond and very helpful in resolving situations to enhance the owner and member experience. 11. Comprehensive Support: ABC has the largest, most comprehensive support structure in the industry. In fact, with more than 200 Customer Care Representatives on staff, ABC has three times more customer care reps than any other competitor. 12. Technical Support: You can count on a dedicated team committed to keeping your business and workflow moving without interruptions 24 hours a day. With additional services such as ABC Desktop Management (ABCDM), there is no need to add a full-time, technical employee to your payroll. 13. Data Analysts: ABC s professional team takes the challenging process of cleansing and manipulating large amounts of data out of your day-to-day work equation. This, in turn, creates an opportunity for your staff to increase your bottom line while eliminating distractions and worry of what may be falling through the cracks. 14. Electronic Agreement Entry and Online Joining Capabilities: Eliminating paper contracts is a key strategy for health clubs for a number of reasons, including speed of entry, instantaneous synchronization of members and elimination of data entry errors. Additionally, this allows members to control the joining process, which is how consumers want to interact when buying products. 15. Member Reporting and Key Performance Indicators: You need to know how your business is doing hourly, daily, weekly and 80 81
WHY ABC? 20 REASONS monthly. ABC provides the reports that help you manage your business. Because of our in-depth knowledge of the health club business model, we provide personalized, useful reporting and dashboards to managers and owners. 16. Leading Technology: ABC researches the latest developments and the most cutting-edge technologies such as Oracle Database and WebFOCUS reporting tools so that you can stay focused on growing your business. 17. Single Server, Multi Club Management: Keep a finger on the pulse of your company even when you re not on site. With ABC s DataTrak Software and Online Business Center, you can easily access all your locations from anywhere, promoting flexibility and ease of management no matter the number of locations in your portfolio. 18. Profit Center Reporting: Why report everything as membership dues when you have multiple revenue streams? With ABC s software, you can label the source of the revenue appropriately and report on it to make more effective decisions when growing your company. 19. Web Services/API Integration and Third Party Vendors: With more integrations and relationships with third party vendors than any other billing company in the industry, your alliance and tools for success are greatly increased just by being a business partner with ABC Financial. 20. Agreement Audits: With our agreement audits, we insure the integrity of your data even if you don t have time to do it yourself. If there is something that seems out of the norm of your day-to-day operations, we will question it and verify with you and your staff to avoid mistakes. 82 83