How do I use Global Search?

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Wodify's Global search is a great way to find athletes and leads at the click of a button.  

To start using global search:

  1. Press SHIFT and S on your keyboard or click the magnifying glass in the upper right-hand corner of your screen.
  2. Type the first three characters of the athlete or lead you are searching for.  Search by email address, name or telephone number. 
  3. In the search window, use your mouse or the arrows on your keyboard to toggle through the results and the actionable items for each athlete

Tips & Tricks: Can't see your global search button? Make sure you clear your cache.

 

What can I find with Global Search?

All athletes (active or inactive) and leads (deleted, converted, trial, or new) are visible in the Global Search window. You can quickly navigate to the athlete or lead profile by clicking on their name or use the shortcuts shown to complete different actions directly from the Global Search screen. 

The following information will be visible in the Global Search pop-up window:

  • Email - Quickly send an email from the Global Search pop-up by clicking 'Send' next to the Athlete or Lead's email address.
  • Phone number - Click to call the phone number on file for the selected athlete or lead.
  • Invoices - Overdue invoices will display for quick reference or to quickly pay the invoice for an athlete when they walk into the gym. Click 'Open' to open the invoice directly from the Global Search window.
  • Waivers - Any unsigned waivers will appear under the athlete's name, click 'Sign' to go directly to the sign waiver form on any active athlete.
  • Contracts - Any unsigned contracts will appear under the athlete's name, click 'Sign' to go directly to the sign contract form on any active athlete.

Important: Athletes must be active to take action on them from the Global Search Window.  The status of the athlete is visible in the upper right-hand corner of the Global Search screen.

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