Joanne

How to send Documents in en mass

1. New EZFacility Experience User Guides
2. Administration in the New EZFacility Experience

This guide will show you how to send out documents in bulk to clients on your system. ***Screens and layouts may vary depending on the user settings and device compatibility. ...

• Edited June 17, 2025 16:07
• 1 follower
• 0 comments
• 0 votes

How to Enable GDPR on EZFacility

1. New EZFacility Experience User Guides
2. Administration in the New EZFacility Experience

This guide will show you how to Enable GDPR on your system, turning this on will then allow you to create a GDPR Document for your clients to sign. ***Screens and layouts may vary ...

• Edited June 17, 2025 15:54
• 1 follower
• 0 comments
• 0 votes

How to Send a GDPR Document to a client from their profile

1. New EZFacility Experience User Guides
2. Administration in the New EZFacility Experience

This guide will show you how to populate a GDPR document from a clients profile. ***Screens and layouts may vary depending on the user settings and device compatibility. ...

• Created June 17, 2025 13:05
• 1 follower
• 0 comments
• 0 votes

How to Create a GDPR Document

1. New EZFacility Experience User Guides
2. Administration in the New EZFacility Experience

This guide will show you how to create a GDPR Document on your EZFacility system. ***Screens and layouts may vary depending on the user settings and device compatibility. ...

• Created June 17, 2025 11:39
• 1 follower
• 0 comments
• 0 votes

What is the "Click-to-Cancel" feature?

1. New EZFacility Experience User Guides
2. Self-Service in the New EZFacility Experience

We've made it easier for our users to manage their own memberships, packages, and prepaid items—right from the Self-Service Portal.  With our new Click-to-Cancel feature, you can n...

• Edited May 20, 2025 21:11
• 1 follower
• 0 comments
• 0 votes

Click to Disable Auto-Renew Memberships

1. New EZFacility Experience User Guides
2. Self-Service in the New EZFacility Experience

We've made it easier for our users to manage their own memberships, packages, and prepaid items—right from the Self-Service Portal.  With our new Click-to-Cancel feature, you can n...

• Created May 20, 2025 20:25
• 1 follower
• 0 comments
• -2 votes

How to Export Client Demographic Information

1. Client Management
2. Clients

This lesson will show you how to export your client demographic information into a different format (i.e. Excel, .CSV, .PDF, etc.) **Trainer Tip: Once the file is exported, you can...

• Edited May 16, 2025 18:03
• 1 follower
• 0 comments
• 0 votes

April 9th, 2025 - Release Notes

1. EZFacility Release Notes
2. EZFacility Release Notes

EZFacility  This release includes three enhancements to improve performance and several bug fixes.   Enhancements:    Decreasing Repetitive Report Executions Disabled repeated clicks on the report ...

• Created May 01, 2025 14:56
• 1 follower
• 0 comments
• 0 votes

April 23rd, 2025 - Release Notes

1. EZFacility Release Notes
2. EZFacility Release Notes

EZFacility  Bug Fixes  This release includes the following bug fixes:   Schedule Times Out When Creating Large Numbers of Linked Reservations - Resolved a performance issue in the Schedule module ...

• Edited May 01, 2025 14:51
• 1 follower
• 0 comments
• 0 votes

Updating your EZFacility User in Brivo Access

1. Additional EZFacility Services
2. Integrations

When moving from Brivo OnAir to Brivo Access, you will need to update your existing EZFacility Brivo User to avoid service interruption. To update your EZFacility user in Brivo Access, please fo...

• Edited April 03, 2025 19:47
• 1 follower
• 0 comments
• 0 votes