Overview –– This article will tell you about OxeLead’s LOCATION feature and how to properly set it up in your account ––
OxeLead is built to accommodate Organizations with multiple Locations and/or Sub-Organizations within their enterprise.
LOCATIONS are different branches of the same Organization (or Sub-Organization) that the account owner has added to their OxeLead account.
EXAMPLE: The YMCA is a nationwide organization with many different branches. Each branch would be considered a Location in OxeLead––all of which managed under one YMCA Organization account.
Having designated Location entries in OxeLead is a beneficial filtering option that can be used to navigate page results in different tabs.
On Screen Tutorial
01. Where To Find Use Navigation Panel to select ADMIN tab and then LOCATIONS from the dropdown. | 02. Search Box Use Search Box to quickly find an entry or narrow results in list. | 03. Display Area Lists the LOCATIONS of the Organization (those that have been added to the Organization’s OxeLead account). |
04. Location Filter NOTE: Location Filter is NOT applicable within the LOCATION sub-tab. Selecting different Location entries from dropdown will not filter listed results on page. | 05. Add New Location Click button to add a new LOCATION to be managed under this account. | 06. Edit Locations Click the three dots next to a listed entry to EDIT the Location’s info (Name, Address, Info) or DELETE the Location entry entirely. |
How To Set Up Locations In OxeLead
01 | Go to ADMIN |
Sign in to your OxeLead account and select ADMIN on the left hand side to access your admin page. On this page, you will find a new LOCATIONS tab to select. If your organization has multiple locations, this is where you will create a new entry for each one. Click on this LOCATIONS tab to begin. |
02 | Add LOCATIONS | |
Select ADD LOCATION and enter a name and optional address information to create a new entry. Repeat this until all locations have been added or if there are multiple admins, each admin can add their own location. | NOTES:
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03 | Assign DEVICES |
Select DEVICES from the admin page. A list of your organization’s registered devices should be displayed. For each device, select the EDIT icon to assign/reassign it to the correct location. |
04 | Assign MEMBERS | |
Select MEMBERS from the admin page. A list of your organization’s members should be displayed. For each member, select the EDIT icon to assign/reassign them to the desired location(s). | NOTES:
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05 | Attach WORKOUTS * | |
Select the WORKOUTS tab from the left hand side menu. A list of your previously created workouts should be displayed. All workouts needs to be assigned to a location. Click on each workout → Options → Assign Location. | NOTES:
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06 | Move SCHEDULES * | |
Select the SCHEDULE tab from the left hand side menu. With the new location feature, multiple locations will no longer have to share one SCHEDULE in OxeLead. Each location will have a separate SCHEDULE to more clearly reflect where events are taking place. This means that all scheduled workouts need to be assigned to a LOCATION. Scheduled workouts that were created before this new location feature will default to NO LOCATION and can be found by selecting this option from the LOCATION FILTER. From the NO LOCATION view, see if you have any scheduled workouts remaining on this SCHEDULE and choose a LOCATION for each one. This will move scheduled workouts from the “No Location Schedule” to the correct SCHEDULE that is specific to their location. | NOTES:
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07 | Toggle LOCATIONS |
After following the above steps, all information/entries should be tied to a LOCATION. Use the LOCATION FILTER to toggle your OxeLead view and see only the relevant information you need based on your selected LOCATION. If you have further questions, please contact support@oxefit.com. |
Click attachment below to view printable PDF of instructions.