Calling all EZFacility Classic Users! In this webinar, we’ll tackle everything you need to know to comfortably transition from EZFacility Classic to the new UI. A Q&A was offered during this webinar. Please see below the video for the questions that were asked and answered.
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Is there a plan for a text campaign similar to email campaign?
A: Yes! There is a plan for a text campaign. There is currently no date on when this will be implemented. -
Is there a way to change coloring like the classic?
A: Not at this time. This request has been passed on to development. -
When I log in, classic version comes up, can I change that?
A: Yes! If New UI is turned on you can change your default version by following this guide: "How to Choose your EZFacility Default Platform on the New EZFacility Experience" -
I would like more information on the Advanced Email Campaigns before making the switch who do I contact?
A: Please contact AM@ezfacility.com if you are a US Client or ljones@ezfacility.co.uk if you are a UK Client. -
Can you still require different fields to create a client profile?
A: Yes! You still have access to Contact Preferences. Please see "How to Set Up Contact Preferences" -
Can we upload documents to a clients profile, similar to the waivers they sign?
A: Please see "How to Upload a Document to a Client Profile" -
Will my existing email templates be transferred over to the new version?
A: When you switch from Classic to the New UI your email templates will be available. If you choose to use the Advanced Email Campaigns, your templates will not be available. -
In the membership details, in classic, there is a notes section. Does that exist in the new version?
A: This section has been removed in the New UI. -
Is there a way to delete old clients or duplicates? In a bulk removal way.
A: No. Clients cannot be deleted in bulk or merged in bulk on the admin side. If this is something you would like please email support@ezfacility.com for US Clients and support@ezfacility.co.uk for UK Clients. -
Is there anyway notes can be added to clients' records?
A: On the client profile, in the profile tab, scroll down to additional information. There is a section that is labeled as "Comments" and "Medical Conditions". This is where you can add notes to a client's profile. -
If I switch over to the New UI, will all of my scheduling that has already been entered move over to the New UI?
A: Yes your scheduled sessions will be present on the New UI. -
Has anything changed when it comes to the scheduling portion of things?
A: The schedule functions the same between both versions. -
Has anything changed with billing?
A: Billing is the same between both versions. -
Does merge duplicates work the same?
A: Yes merging duplicates is the same. Please see "How to Merge Client Profiles" to learn how to merge profiles. -
Does everyone in my organization have to switch to the New UI or can just a few make the switch?
A: Not everyone has to make the switch at the same time.
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