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Lists

Lists are labels of information and templates that are used throughout the software and in the customer portal that you get to define.

Find Lists in Manage > Organization and Facility Settings > Lists

 

Creating a List

Click Add to add a new list. 
Here you will configure the Name of your list - you will add the items in the list next.

  • Private toggle controls where List can be made available.
    • Toggle OFF to be able to enable this List at more than one facility
    • Toggle ON to restrict your ability to enable List at the local/logged in facility.
  • Name: Give your List a Name (ie, "Main" or "South Location" etc) -  List items come next!
  • Description is Optional and is only shown internally here in the list building grid.

image-20240821-212506.png

 

Click OK to save your List Name.
Your List title will be shown in the Grid as shown below

Click the List Name to open and begin adding the items for your list.

Click Sort to control the display order.

image-20240821-213357.png

Once done, make your list active at the facilities.

Make your list ACTIVE at one/more facilities

Until it is made active, the list will not be visible/usable.

Save your list items, then make the list active here: in the grid, in the Facilities column, it will show None - click here to select All Facilities or select facilities.

REMEMBER: Each facility can only use one list within a list type. You cannot assign 2 of the same type of list to one gym (ie, can’t have 2 Ship to address lists pointing to the same facility). image-20240821-214311.png

If you select ALL facilities, note that future facilities added will also inherit this list.  If you do not want that, specify the specific facilities.