This displays the necessary steps to complete the GB Members CRM Software setup for new schools.
Content:
- Average Timeline
- Submit Software & Billing Forms
- Complete Setup
- Fee Breakdown
Average Timeline
The timeline below will give you an idea of the onboarding process. We can always shorten or lengthen it based on your specific needs.
1. Submit Software Form
Fill out the Software customization form.
This is the very first step! This will give us the necessary information to provide you with your personalized GB Members software.
Averages, less than a week for completion.
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- Fill out what info you have:
- School GMAIL (Required)
- School Phone Number
- School Physical Address
- Sales Tax % for Pro Shop, Retail Sales
- If you need to update your School info at any time, visit this article: "How to | Update Your School's Info"
- Decide if you would like to apply a 1.33% Admin Fee.
- The admin fee will help offset the transaction fee cost of 3.70% and will reduce your business costs.
- You can have a higher or lower admin fee as well.
- Fill out what info you have:
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2. Complete Setup
- Stripe Billing
- More information coming soon
- We are currently switching billing providers from Bambora/Worldline to Stripe.
- This allows us to offer the following:
- Bank Account Recurring Billing
- Tap to Pay / Swipe Card Reader Terminals
- Lower Transactions Fees
- This allows us to offer the following:
- GB Members CRM Software
- Set up your branded email domain & authenticate
- Set up Gmail “Watch”
- Add staff accounts in GB Members
- Manage Journey Triggers (Automations)
- Set up Membership Fees in GB Members
- Prepare Your CRM for Website Lead Collection
- Set up your Class Calendar in GB Members
- Set up your Lead Collection from your Website
- Verify Terms & Conditions meet State and Local Requirements.
- Set up your Pro Shop
Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation