Managing Your Contacts

When contacts are registered by a user and invited to take a scan through the Scans feature in the bodQR app, those contacts are automatically assigned to the user who initiates the invitation. That means activity by those contacts – such as...

When contacts are registered by a user and invited to take a scan through the Scans feature in the bodQR app, those contacts are automatically assigned to the user who initiates the invitation. That means activity by those contacts – such as...

While your contacts can use the password reset option on your bodQR login page, you can also reset the password for a contact from within their contact record in your bodQR app. Start by accessing the contact record through the Active Contacts...

You may want to send an account link to a contact as a reminder to view their results or to notify them that additional results are available (for example, if you gave them access to previously restricted scan reports through the Access menu). An...

Contacts who self-register in the bodQR app and users who register contacts directly inside the app will select an initial membership status (Member or Non-Member) at the time of contact creation. If the membership status of a contact changes,...

To add or view a note in a contact record, navigate to the record from the Contacts menu on the main navigation using search or sort to select your contact. On the contact record click on the Notes button. You will see any prior notes...

Opportunities in the bodQR system represent potential sales for your business based on the needs and expressed interests of a contact. Subscribers and Users can create opportunities for themselves and others in bodQR, providing a structured...

You can initiate an in-person scan for your member or prospect using a club or user device (smartphone, tablet, kiosk, etc.) in instances when the member or prospect does not have their own personal device available to scan your app QR code —...

In tracking the sales opportunities for your business, you may wish to view or audit changes to those opportunities to understand any updates to opportunity status. For example, you might want to see if a grade was updated or if an opportunity...

Purchase or sales tracking in the bodQR system is designed to help you connect scan and consultation activity with revenue at the contact level. Subscribers and Users can record purchases or sales for themselves and others in bodQR so that your...

Each time a contact reviews scan results in bodQR they have the option to respond to questions posed by the bot that narrates each step of their data presentation (this is the “NeedsCoach” feature). Any contact responses to the bot...

Contacts (and Users) can view and compare prior scan results by clicking on the “View History” button in the Inquiry View and/ Consult View (available in paid Connect, Consult and Coach level plans), which can be accessed by users from the...

To apply a tag to a contact, navigate to the Contact record via the Contact menu and click on the Edit Contact button. On the Edit Contact page, use the Applied Tags field to select the tags that you would like to apply to the contact by...

Tags are digital labels that can be applied selectively to contacts to help with categorization and tracking. Tags can be used in a wide variety of ways limited only by the imagination. For example you can designate interests, prior activities,...

You may wish to create a list of contacts that share one or more characteristics, such as membership status, tag or scan completion date range. To create a filtered contact report, click on Contacts in the navigation, select the contact type...

You can export the name and contact information for your contacts and users from the bodQR system into a .csv file format. To export these lists, click on Contacts in the main navigation and then select the contact type (Active, Referral,...

Contact details can be edited in the contact record. To access, click on Contacts in the main navigation, then sort or search to find your contact and click on the Info button. On the contact record, click on the Edit Contact...

Contacts and Users with access to the Evaluation View can add photos to their Body Analysis scan history and contact record as a way of tracking progress (feature available in COACH plans). Photos are associated with and stored for specific Body...

While many contacts will initiate a scan directly using the QR code for your app, you may also want to invite contacts to take a scan in person or by email. To initiate a scan for a new contact, click on Scan in the main navigation and select...

Your contacts are organized by category or status in your bodQR app. Each category can be searched separately using the Contacts menu in the main navigation. Select from Active contacts, Friend Invites (these are contacts suggested by...

Removing contacts from Active status in bodQR allows you to keep a clean list of members and prospects with whom you are engaging or wish to engage. Deleting a contact from your bodQR app moves Active contacts to an inactive (or deleted) state...

You may want to fully disable the ability for a contact to access your bodQR app and their results without deleting that contact. To do this, click on Contacts in the main navigation, use search or sort to find your Active contact. You can...

There may be circumstances for which you do not wish your contacts to be able to view all or part of their scan results. For example, you may be reviewing results in sequence over the course of several coaching or training sessions, and don’t...

To improve your prequalification process and get an expanded understanding of your contacts, you have the option to enable data appending in your bodQR app through Prequalifind (feature available in CONSULT and COACH plans). Data appending...

From the main navigation in your app, select Contacts and use the search or sort features to find your contact, then click View. On the contact record page, click on the Scan History button.   You’ll see a list of completed scans...

From the main navigation in your app, select Contacts and use the search or sort features to find your contact, then click View. On the contact record page, click on the Scan Responses button. You will see a list of completed scans...