Learn About Upper Hand – Upper Hand https://upperhand.com Wed, 20 Mar 2024 19:24:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.3 https://upperhand.com/wp-content/uploads/2019/12/cropped-New-small-sticker-logo-32x32.webp Learn About Upper Hand – Upper Hand https://upperhand.com 32 32 Innovation Issue: February Feature Roundup https://upperhand.com/upper-hand-product-update-february-2024/ https://upperhand.com/upper-hand-product-update-february-2024/#respond Thu, 14 Mar 2024 16:50:00 +0000 https://upperhand.com/?p=44768
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Innovation Issue: February Feature Roundup

February may be the shortest month of the year (even with the leap day!). But, there was no shortage of updates to the Upper Hand software!

We’ve continued to make upgrades to Upper Hand’s sports management software to increase flexibility and efficiency for you, your staff members, and your clients. We’ve also continued to tackle quick wins that improve your user experience.

Here’s a look at what went live in the app in February.

Manage Payment Plans for Camps, Clinics, and Teams

To improve flexibility when managing payment plans for camps, clinics, and teams, we have added the ability for you to manage those payments. Now, you can update a payment plan payment date. If a client needs extra time to make a team payment, for example, you can extend by updating that future payment date for that individual.

In some cases, you may also need to cancel an upcoming payment plan payment. For example, if an athlete can now only attend half of a camp, and they were in a 2-payment payment plan, you now have the option to cancel the second payment if you so choose.

edit payment plans inside Upper Hand

View and Download Client Waivers

You and your clients are now able to view a copy of their waiver on their accounts, and download the proof of the agreement. This makes it easier for you to show proof of waiver agreement to the waiver should an issue arise. This waiver download includes the business name, client name, date of acceptance, and the content within the waiver.

If you don’t yet have a custom waiver added to your software account, your clients are prompted to sign the blanket Upper Hand waiver. For more information on how to upload your own custom waiver in Upper Hand, click here. Not sure where to start? Click here for more information on what you should include in an athlete waiver.

Related: We’ve put together a free waiver and release template for sports businesses. Download your copy here!

view and download client waivers

Quickly Identify Missing Athlete Waivers

Speaking of waivers, we’ve added a No Waiver on File indicator in POS, making it easier for you to identify if a client has not yet signed your business waiver. This helps you stay on top of waiver collection and ensure both you and your clients are protected prior to training with your business.

missing waiver indicator in point of sale

Calendar Card Upgrades

We heard feedback from our clients that we could make the client check-in process simpler for front desk staff.

You are now able to hover over a calendar card and click on the attendees to open the check-in drawer. This reduces the number of clicks you or your front desk staff need to complete when checking clients in, saving time when you are checking in multiple athletes for various events at the same time.

For Classes specifically, we have made some additional improvements to the Calendar Card. For any class with more than 2 attendees, the maximum number of clients will now populate on the Calendar Card, making it easier for you and your front desk staff to stay on top of your class rosters.

calendar card upgrades

Last Time Out

In case you missed it, our team pushed some exciting new features to kick off the new year. Here are a few of the highlights:

Better manage your team of staff

Gone are the days of emailing our support team to add an additional admin user to your account! You can now invite new staff members as Admins from the Staff Contacts page. This makes it easier for you to give your team the access they need to run your business. And, edit Staff user levels at any time from the Staff Contacts page.

Design engaging marketing emails

Our new marketing email capabilities give you even more flexibility to send vibrant and engaging marketing emails inside the Upper Hand software. Highlight important elements with bold or colored text, and easily include images or links to invite them to take action.

Click here for a full overview of new features pushed last month.

Like what you see?

If you’d like to take a look at these features in more depth, request a demo with a member of our team. Already an Upper Hand customer? These features are already live and in your account. Log in to get started!

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Innovation Issue: Upper Hand Product Update January 2024 https://upperhand.com/upper-hand-product-update-january-2024/ Wed, 07 Feb 2024 21:01:54 +0000 https://upperhand.com/?p=36860

Innovation Issue: Upper Hand Product Update January 2024

New year, new updates to the Upper Hand app.

Our team has been off to a fast start in 2024, and we’re so excited about the updates we have planned for this year. At Upper Hand, innovation is in our DNA. Our team has hit the ground running, fueled by a shared enthusiasm and a clear vision for the future of our technology.

To help us kick off the new year, here’s a look back at some of the big changes our software saw in January. Let’s dive in to our first Upper Hand product update of 2024!

 

Upper Hand Product Update: January 2024

Up your Marketing Email Game

Our new marketing email capabilities give you even more flexibility to send vibrant and engaging marketing emails inside the Upper Hand software. Highlight important elements with bold or colored text, and easily include images or links to invite them to take action. And, preview these messages before you hit “Send.”

There are many benefits of designing engaging emails, such as improving open rates, enhancing the recipient’s experience, and significantly increasing click-through rates. Engaging emails can capture the reader’s attention from the first glance, making them more likely to read through your message and take the desired action. Furthermore, personalized and visually appealing emails build a stronger connection with your audience, fostering loyalty and encouraging repeat business. By leveraging these advanced features, you can create emails that not only inform but also delight your subscribers, setting your campaigns apart in a crowded inbox.

 

Track the reasons for membership cancellations

Inevitably, you will have some members that need to cancel their membership. Perhaps they are moving out of town, maybe their goals don’t align with that membership’s benefits, or, maybe they are looking to upgrade their membership to a different offering.

You can now select a reason for why a client is canceling their membership, and add any additional notes regarding the cancellation reason. This makes it easier for you to gain insights and identify trends for why clients are canceling their memberships, and take any necessary corrective action to prevent additional cancellations.

For example, if you have a number of clients cancel their membership because the offerings don’t align with their goals and purchasing behaviors, then this might be an indicator that it’s time to reevaluate your membership offerings so that they best meet the needs of your target clientele.

 

Make changes to your supporting staff

We’ve also made it easier for you to manage your team of staff, with two new updates that can happen in just a few clicks.

 

Invite other admins to your account

You are now able to invite other admins to your account! This eliminates the need for Staff Admins to file a support ticket, empowering you to give everyone on your team the appropriate level of access to seamlessly run your business through the app.

 

Edit user levels at any time

Speaking of account user levels, Admins can now also edit a staff member’s user level from the Contacts tab. This makes it easier for you to ensure your team all has the appropriate permissions. Once an update is made, the updated permissions will be reflected when that staff member next logs in.

 

Client Event Protection

Much like you can “protect your trip” when you book a flight, clients can now opt to protect the purchase of a camp, clinic, or other fixed schedule event.

During the checkout process, clients can opt into EventGuard insurance. At checkout, this small fee gets added to their total amount and sent to the insurance company. To see if a client has opted into insurance, you can check the Order Drawer.

When a client opts into the insurance and subsequently gets injured or sick, preventing them from attending the camp, you are not required to issue a refund through the Upper Hand app. Instead, the client will directly engage with the insurance company to secure reimbursement. And, your business won’t miss out on that revenue!

 

Like what you see?

If you’d like to take a look at these features in more depth, request a demo with a member of our team. Already an Upper Hand customer? These features are already live and in your account. Log in to get started!

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Why You Need Sports Club Management Software https://upperhand.com/why-you-need-sports-club-management-software/ Tue, 30 Jan 2024 15:33:43 +0000 https://upperhand.com/?p=36649

Managing a sports club is undeniably challenging, with your list of tasks stacking up each day. From coordinating schedules and managing memberships, to handling registrations and facilitating communication, the demands of running a sports club are extensive. Manually handling these tasks can be overwhelming and lead to inefficiency and errors. Enter the game changing solution-sports club management software.

Upper Hand’s powerful tool streamlines and automates various aspects of sports club management, offering a comprehensive solution to these challenges. Here, learn the reasons why investing in a management software for your sports club is not just a convenience, but a strategic decision for club efficiency and success.

Manage memberships

Memberships are a very important aspect of sports clubs, and are oftentimes your biggest source of revenue. As an owner, manager, or coach, building relationships with your clients is crucial, and sets you apart from other clubs.

Having a membership management software like Upper Hand creates a positive experience for every member visit. With software that creates a seamless member check in, allows member discounts, and more, you can focus on building that foundation of a great partnership. Upper Hand’s membership features also empower you to:

  • Offer automatic discounts for select memberships
  • Automate class and program credits for members
  • Offer retail discounts exclusively for members
  • Give members access to exclusive programs and events
  • Leverage data to increase member retention
  • Incorporate optional join fees, commitment lengths, pre-launch momentum, and more

Improve client experience

With Upper Hand’s sports club management system, your clients will appreciate the seamless booking, registration, and payment processes. With automated reminder notifications, clients won’t miss another session. You can also give them the freedom to book with specific instructors for lessons. A client management software for coaches helps add that human touch to your client transactions.

Track athletes’ progress

Athlete progression tracking not only helps athletes improve their skills, but it also elevates their experience, as they are receiving careful instruction based on data. Over time, that data you’ve collected allows you to create even better individualized plans for each athlete.

Manage your staff

Your staff are the godsends that help your sports club run everyday. With Upper Hand, your staff can manage their availability and facility booking preferences, clock in and out, and more. You also have access to payroll reporting. Each staff member receives an Upper Hand login portal, and you can assign staff to different levels of access depending on their role.

Never double book again

You know firsthand how embarrassing it can be when a facility space gets double booked. With Upper Hand, you never have to worry about this happening. Utilizing a sports facility booking app increases client satisfaction, efficient operations, and overall organization.

Why Upper Hand’s sports club management software is worth the investment

Upper Hand assists in managing all aspects of your business. With software taking care of your tasks, you have less problems to fix and more time to train athletes. In fact, Upper Hand saves an average of 8 hours on administrative tasks, allowing you time to create more programs and increase revenue. On average, businesses reported a 107% increase in revenue during the first year using Upper Hand. And, with affordable pricing options, each sports club can benefit from using Upper Hand.

If you don’t yet have a sports club management software, Upper Hand can help! Get a demo of Upper Hand AI today, and see how you can start making better decisions backed by data.

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2023 Wrapped UP: Upper Hand Year in Review https://upperhand.com/2023-wrapped-up-upper-hand-year-in-review/ Wed, 27 Dec 2023 08:43:22 +0000 https://upperhand.com/?p=36498

And just like that, another year has come and gone.

As we look back at the past 12 months, we saw a lot of growth, innovation, and development. And, we saw a lot of intention behind the changes that you implemented.

Both in your athletes, and in your businesses.

You came up with new training methods and ways to make training more fun and impactful for young athletes. You added new offerings and programs to support your vision and your athletes’ goals. And, you expanded your footprint – whether by clientele or by square footage.

At Upper Hand, we’re excited to have made quite a few innovative changes of our own.

And by a few, we mean 344 new updates to the Upper Hand app.

Thank you for always challenging us to push the status quo, add more features, and provide more value through our sports software.

We just don’t have the space to dive into every single win from this past year. So, we’ve Wrapped UP some of the highlights.

Upper Hand Wrapped: 2023

From new program offerings to a new client booking experience, our team prioritized not only your experience in the app, but the experience of your biggest asset: your clients.

Let’s first take a look back at some of the biggest features new to the Upper Hand app in 2023.

We launched a lot of new features this year, but Teams was truly a home run.

This year, our team diligently worked to bring new capabilities to the Upper Hand app. As a result, we announced the launch of our new team management functionality! This not only introduces our sports scheduling app to new sports team-based organizations, but also empowers our current customers to expand their business operations within Upper Hand. With our team management functionality, you’re able to manage your sports team rosters, schedules, payments, communications and more – all from your fingertips. To learn more (and take a tour of the solution), click here!

Meet your new way of tracking athlete progress

Another big win for our team and our customers was the launch of a new Athlete Progression Tracking feature. Start by building out your exercises and training programs, then assign your athletes to the programs that are the right fit for their goals and ability level. Track their metrics at each session so you’re able to visualize their improvement and identify more opportunities for growth.

Say hello to a new and improved client experience

The team also made some updates to the Upper Hand client experience. The team found an opportunity to revamp the client login process with a new modal that doesn’t disrupt their buying experience. A new client booking flow improves the client user experience and helps you increase conversions. Additionally, we launched the ability for clients to quickly reschedule their own sessions – eliminating the hassle (and plethora of emails) that come from canceling the session and rebooking at a different time.

Even more updates to the Upper Hand app

In addition to these features, we also launched a number of other exciting updates throughout the year. Here are a few highlights:

Camp and Clinic Updates

With our Fixed Event Pricing Schedule feature, we’ve added the ability to offer early-bird pricing or raise/ lower prices as an event draws near.

Create pricing tiers based on the number of days an athlete chooses to attend camp. (For example, if you attend 2 days of camp, it’s $50, but if you come to all 4 days, it’s $75).

Alphabetized event check-in makes even your largest clinics and camps check-in a breeze.

An unpaid indicator at check-in helps you stay organized when collecting any remaining outstanding balances.

Membership Upgrades

Apply a dollar-amount discount to memberships (in addition to being able to offer percentage discounts for membership benefits).

You can now also include credit pass discounts as a part of your membership offerings.

Create and upload a custom Membership Agreement for clients to sign upon enrolling for a membership. Both parties can view and/ or download this agreement at any time.

Change a membership charge date without disrupting the member’s experience.

All-new membership landing pages make it easy for clients to view a membership’s benefits, empowering them to make the best decision when it comes to purchasing a membership that helps them achieve their goals.

A new membership page layout for admins provides even more insights into a membership – for example seeing a list of all of your active, suspended, canceled, or invited members in just a few clicks.

Marketing Enhancements

We’ve added the ability to create and save filters on your Contacts page, making it easier for you to identify athletes who meet certain criteria (for example, High School Boys or Middle School Girls)

And, create a live contact group from any of your saved filters – meaning that athletes will be added/ removed from a contact group based on the filter criteria you’ve set.

Account Credits and Account Balances

We’ve added the ability for clients to carry a positive account balance. Via the Client Profile, you can add a positive account balance – here’s a few ideas of how our customers have been utilizing this feature!

Alternatively, for clients with an outstanding balance on their account, we’ve made it easier for you to pay down that balance in just one transaction.

Staff Management Updates

You can now invite a user at the Instructor level. In this access tier, an Instructor will exclusively be able to see their calendar, set their availability and view their payroll.

We’ve also added the ability for you to set a priority order in which staff are booked for an open booking session like a lesson or training session.

You can now also set a commission rate for any and all retail and/ or memberships, empowering you to reward your staff members when they make a sale!

Business Admin Advancements

Filter your calendar by staff member or payment status

Add your business type and sport in your business settings to improve data collection and reporting.

Attach a document to a Client’s profile (for example a doctor’s note or a progress report).

We’ve added the ability to set facility-wide date-specific availability, making it easy for you to adjust your hours of operation to accommodate holidays or other events.

New features, new awards

With all of these new features came new awards for the Upper Hand team. Throughout the year, we were celebrated by Gartner Digital Markets as a top software provider in a number of different categories. We also received recognition from SourceForge as a Top Software Provider for Fall 2023. These awards were a result of the feedback from you, our valued customers. Without you all, we would not be able to continue delivering all-star solutions for you and your clients.

Our product updates have also resulted in a Client NPS score of 47, which is significantly higher than the industry average of 31. This puts Upper Hand in good company, with similar ranks as top brands like Netflix, Amazon, Apple – a testament to the hard work of our team to deliver a product that your clients love.

This year, we prioritized innovation and technology

In 2023, Upper Hand AI was in full-swing, with new reports being developed in response to customer feedback. These visualizations and reports have already helped our customers dive deeper into their business’s data and make decisions that lead to business growth.

In addition to adding value to our customers through our software, we also kept a close eye on all the latest technological advancements. One of the biggest tools that came out of the year 2023 was ChatGPT. As a result, we hosted a series of webinars to help sports business owners get the most out of ChatGPT, Midjourney, and other AI tools. View the past sessions on demand here.

For a full breakdown of the first half of the year, check out our mid-year Innovation Issue.

What's UP in 2024?

Like we mentioned in the beginning of this wrap up, 2023 was a year of more. More innovation. Growth. Inspiration. We are proud of both our team’s innovation, as well as the growth of the businesses we serve. As we enter into another new year, we will continue to do our part to grow youth sports participation around the country. We look forward to sharing even more updates with you in the new year. Thank you to our customers and friends, and have a great 2024.

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Why We Built This: Introducing Sports Team Management https://upperhand.com/why-we-built-sports-team-management/ Thu, 21 Dec 2023 13:34:30 +0000 https://upperhand.com/?p=36391

Why We Built This: Introducing Sports Team Management

We took the best parts of Upper Hand’s software to build all-new Sports Team Management functionality. Here’s what you need to know.

 

A successful sports team is made up of many individuals with different roles who all come together to achieve a common goal. Some athletes excel in scoring, others in assisting, others in defending.

Take for example the Chicago Bulls during their dominating stint in the 90s. Michael Jordan’s primary role was the scorer. Scottie Pippen was a versatile playmaker who excelled in many areas. Dennis Rodman’s role was primarily focused on defense and rebounding.

While each athlete had a different strength, it was only because the team had all of the right tools in place that the team was successful.

The same is true when it comes to managing a sports team. It’s imperative that coaches have a pulse on all areas of managing their operations. To do that, they need the right tools to do the job.

That’s why we built Team Management functionality within Upper Hand.

We understand how important it is for you to efficiently manage your roster and schedules, collect payments, and communicate with your athletes and parents. Now, you can manage all of these areas at your fingertips, enabling you to focus on your athletes and your game plan.

 

 

Combining the best parts of Upper Hand’s software

Just as you assemble a team of athletes whose strengths complement each other’s, we’ve taken functionality of different areas within our software to build our Team Management tool.

We’ve combined the event creation process of our fixed schedule events (camps and clinics), with the flexibility of our Classes scheduling process. This enables you to set up a team registration, offer flexible payment plans, and set and manage multiple schedules for various team obligations, all from one place. Additionally, you’re easily able to communicate with your team rosters, ensuring everyone is up to date and on the same page.

 

From 3+ features to 1

Previously, to run teams in Upper Hand, you had to get creative, leveraging different areas of the software for different tasks. You collected payments one way, set your schedule another, and used a number of workarounds for the software to accomplish the goals you needed.

We heard a lot of feedback from both current and prospective customers that they loved the Upper Hand app when it came to managing their lessons, camps, clinics, and other programs. But, they would appreciate an easier way to manage their sports teams.

That’s why we combined all of the tasks associated with running a team into one new feature.

Now, all of these tasks – payments, scheduling, roster management, marketing – are housed within the Teams tab on your Upper Hand software account.

 

How our Team Management feature works

So, how can you manage your teams in Upper Hand? Here’s a rundown:

 

Manage your rosters at your fingertips

Just as our sports management software gives you the tools to run your business, your way, our Team Management functionality enables you to build out your rosters in a way that works for your sports club or team. Once you’ve set your roster criteria (for example an age range, gender, or max size), you have a number of options to get your athletes on the correct team.

 

Invite-Only Teams

First, you may opt to make your teams “Private”, meaning that the team is by invitation only. This gives you complete control over who is on each team’s roster, and that athletes and parents only see the team that the athlete will be participating on.

For example, you may host an open tryout, which you set up through your Upper Hand account. Following the tryout, you can work your magic to form your various teams. Then, you can send an email to a particular athlete group inviting them to register for the applicable team, thus sharing the registration details, payment collection, and scheduling.

For travel teams, or large organizations with multiple teams within a particular age group (for example the U12 Suns and the U12 Stars), this gives you absolute control who is on each team.

 

Public Teams

Alternatively, you may choose to post your teams publicly, enabling clients to browse different team offerings and register for a team. While this does give you less control over your team rosters, it can be a great option for more public facing teams and leagues that are less structured in terms of “making” a roster.

Again, regardless of the way you choose to build out your team rosters, Upper Hand gives you the flexibility to manage your sports team rosters your way.

 

Set multiple schedules for one team

There are a lot of moving parts when it comes to managing a sports team. It’s important to know who, what, when, and where a practice or game is taking place. Having to search in different places to find those answers can result in missed opportunities and scheduling conflicts.

Another critical element of Upper Hand’s Team Management functionality is the ability to set and manage multiple schedules within a team. Similar to Upper Hand’s Classes functionality, you can create a schedule as well as set a number of sessions within that schedule.

For example, a team’s schedule may look like this:

  • Practice: Tuesday and Thursday from 5:30-7:00 pm
  • Strength & Conditioning: Wednesdays from 7:00-8:00 pm
  • Games: Saturdays at 11am

With Upper Hand’s Team Management feature, you can set all of those schedules, reserve the needed resources and staff members, and ensure that athletes and their parents are kept up-to-date with when and where they’re expected to be at a team obligation.

 

Keep everyone on the same page.

Another vital component of running a successful sports team is ensuring that everyone is on the same page and receives all important team communications. Feedback from our customers told us that not only was it important to organize team logistics, but it was equally important to be able to communicate with team members throughout the course of a season.

Upper Hand’s team management functionality allows you to do just that.

 

Group messaging

Instead of creating an external email list or sending out a group message with (hopefully) everyone’s contact information, you can share important updates via email through the Upper Hand app. In just a few clicks, you’re able to send a message to your entire team roster, making it easy for you to send updates about practices, share information about game day logistics, or even send an invitation to attend a team only event or other program.

 

Individual messaging

At the individual level, you’re also able to easily message a specific attendee through Upper Hand’s team management system, eliminating the need for third-party tools or tracking down the right contact information and keeping all team-related tasks in one location.

By navigating to a team’s roster, you’re then able to navigate to an athlete’s profile, which will reveal their contact information, any past or upcoming sessions (including team obligations), membership status, outstanding balances, and more. From there, you can send a message via email to that client, making it easy for you to communicate with your athletes.

 

Ready to give your sports teams the upper hand?

At the end of the day, your role as a coach should be to mentor, lead, and motivate your team to achieve its goals. Just as you ensure you have the right athletes in place to achieve team success, you must ensure that you have all of the tools you need to ensure administrative success.

With Upper Hand’s team management software functionality, you are able to focus on crafting a winning game plan with the confidence that your operational tasks like scheduling, roster management, communication, and more are all taken care of.

If you’re interested in giving your sports team the Upper Hand, we would love to chat!

Schedule a call with a member of our team today to get a personalized walk-through of our sports team management features (and more!) and learn how Upper Hand can help your team succeed on and off the field of play.

 

Not yet ready to talk to someone? Click here to explore the feature on your own.

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Creating Custom Coupons (+ 3 Holiday Promotion Ideas You Can Use Today) https://upperhand.com/holiday-promotions-to-use-today/ https://upperhand.com/holiday-promotions-to-use-today/#comments Tue, 21 Nov 2023 13:48:45 +0000 https://upperhand.com/?p=24081

Creating Custom Coupons (+ 3 Holiday Promotion Ideas You Can Use Today)

This article is part of The Huddle, Upper Hand’s quick tips and best practices for customers. Want to join the community? Schedule a walk-through of the platform today. 

There’s no better way to secure and retain customers than through an irresistible deal!

Promotions and coupon codes have a number of benefits for gyms, studios, and sports training facilities. Using discounts and promotions to reward repeat clients and membership encourage and reward brand loyalty. In addition, they help entice prospective customers to try out your offerings.

With the holidays right around the corner, you may consider creating a custom discount or coupon code for your clients and athletes. Here are three easy ideas to help you get started!

3 Holiday Promotions You Can Use Today

1. Waived Join Fee

Send your clients and athletes a one-time coupon code that they can apply to a membership join fee. This could be a great way to encourage one-time clients to become loyal, repeat customers. Plus, it will also boost your recurring revenue for your business. Offering this discount for a limited time will create a sense of urgency, enticing clients to take action so they don’t miss out on what your business has to offer.

2.  Item-Specific Discounts

Send your clients and athletes a promotional coupon for a specific offering. This is a great opportunity to draw attention to your lessons or classes, and encourage them to test these offerings out. You can also use this as an opportunity to share your value proposition or brand-related messaging.

3. Retail Sale

Send your clients and athletes a promotional coupon on retail items. If you sell branded swag or sports equipment, this is a great opportunity to boost retail revenue and make way for new products. This will also encourage your clients to represent your brand through apparel or merchandise. And, it’s a great way for you to older apparel to make room for new items that keep your swag shop fresh!

How to create a coupon code in three easy steps with Upper Hand:

  1. Login to your Upper Hand Account.
  2. Navigate to the Coupons tab in your left hand navigation
  3. Populate Coupon Details and set a clever coupon code for clients to use at checkout (Ex: SAVE50)

Tip: For more information on creating a coupon code in Upper Hand, check out this help article.

The holidays are a busy time for the sports and fitness industry — from winter sports, camps, and clinics to tackling new year’s resolutions. By offering some competitive discounts or promotions around the holidays, you can take advantage of this trend. If you are looking for more tips for running successful promotions any time of the year, check out this article here.

Upper Hand is what sports facilities and training academies use to grow their business. Get a demo today.

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3 Ways to Utilize Upper Hand’s Account Credit Feature https://upperhand.com/3-ways-to-use-account-credit-feature-upper-hand/ Fri, 03 Nov 2023 12:30:24 +0000 https://upperhand.com/?p=35337

At Upper Hand, our product roadmap is driven by customer feedback. Some of that feedback we’ve received is that it would be great for Upper Hand clients to carry a positive balance on their profiles.

Enter: our new Account Credit feature!

Within the Upper Hand app, we’ve added the ability to apply a positive Account Credit to a client’s profile. This Account Credit essentially allows a client to carry a positive account balance on their profile. Much like a store credit or gift card, this balance can be applied to future purchases. Here’s how Account Credits work in Upper Hand.

Maybe you already have an idea about how you can utilize this new functionality.

Or, perhaps you need some inspiration to get the most out of it.

Here are 3 ways you can utilize Upper Hand’s Account Credit feature for your sports facility or training academy.

But first, here’s how to add an Account Credit in Upper Hand

1. Log into your Upper Hand account

2. Navigate to the client’s profile page*

3. Click the “View” button inside the Account Credit box

4. Click the 3 dot menu inside the drawer

5. Select “Create Credit.”

6. Add the Credit amount and an optional note and set the credit type, and it will be applied to the client’s profile.

You can view a full history of a client’s Account Credit by opening the Account Credit drawer at any time.

*Note: Only primary account holders can have an Account Credit, however the balance can be applied when purchasing items for a Managed Profile.

3 Ways to use Upper Hand’s Account Credit feature

1. Offer a store credit instead of issue a refund

We’ve all been to stores where you make a return or cancel a purchase, and instead of being refunded to your initial payment method, you’re given a store credit. Now, you can implement the same strategy at your sports training business!

When an athlete can no longer attend a session, you can opt to add an account credit to that athlete’s profile for the price of the session, instead of issuing a refund when canceling. Then, when an athlete goes to book their next session, they can apply that Account Credit towards a new purchase.

By issuing a store credit instead of issuing a refund, you are encouraging athletes to rebook sessions that they’re no longer able to attend. This helps increase client retention and loyalty, as clients are more likely to spend their store credits rather than take their business elsewhere. Additionally, store credits will keep the money within your business, allowing you to maintain better control over your finances.

2. Redeem a gift card

Another way to utilize Upper Hand’s Account Credit feature is as a “gift card.” In this use case, someone could purchase a gift card for an athlete. Then, the gift card balance can be applied to the athlete’s profile.

For example, if a parent or grandparent would like to purchase a gift card for an athlete, once the gift card has been purchased, you can add that balance to the profile. Athletes can choose when and how much of their gift card they’d like to redeem as they purchase new lessons, apparel items, etc.

Offering gift cards is a great way to offer gift-givers a personalized and thoughtful gift option for athletes and clients. Gift cards increase flexibility, as athletes can choose the exact training or item they want. Additionally, gift cards can lead to upsell opportunities, and recipients may choose to spend more than the card’s value, or may continue to purchase programs that they are excited about, which can further boost your revenue.

3. Provide an incentive for client referrals

You can also utilize the Account Credit feature as a low-cost marketing strategy to reward clients who refer other athletes to your business. If a new client mentions an athlete’s name when they sign up for a session, for example, you may opt to apply a small Account Credit to the referring athlete’s profile.

The benefits of a referral program are manifold. First, a referral program incentivizes your current clients to spread the word about your business and grow your clientele. And ultimately, you’re encouraging them to become loyal brand advocates of your business. Additionally, as athletes continue to promote your sports training academy or facility, you will expand your customer base. This will lead to a diverse group of new customers, and ultimately drive more revenue to your business.

At the end of the day, utilizing Upper Hand’s Account Credit feature to support your referral program will foster a sense of community among your athletes. And, as a result, you’ll find that it enhances the overall training experience.

Not an Upper Hand customer? 😎

Get a demo of Upper Hand today to streamline your sports training business with software.

 

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Upper Hand Software Named Top Performer by SourceForge https://upperhand.com/upper-hand-named-top-performer-sourceforge/ Wed, 25 Oct 2023 17:57:12 +0000 https://upperhand.com/?p=35200

Upper Hand Software Named Top Performer by SourceForge

INDIANAPOLIS, October 25, 2023– Upper Hand, an innovative leader in sports management software, announced today that it has been named a Top Performer in sports management software by SourceForge, a renowned platform for software and services reviews.

This award recognizes organizations and products that have garnered a significant amount of recent outstanding user reviews that put them in the top tenth percentile of highly reviewed products on SourceForge. Upper Hand, with an overall rating of 4.5 out of 5 on SourceForge, has been working hard to continue innovating and is very proud and grateful to its customers who rated it well.

“Upper Hand is committed to building innovative solutions that give sports businesses a competitive edge,” said Kevin MacCauley, Founder and CEO of Upper Hand. “The future is incredibly bright for industry businesses, and we are excited about the updates to our software. Our mission is to continue to drive a world-class experience for our customers and their clients.”

 

About Upper Hand

Upper Hand is the leading provider of full-suite sports management software that enables businesses to achieve more while doing less. Sports facilities, studios, and businesses – from small enterprises to large franchises – use Upper Hand’s integrated software and payments platform to operate their business more efficiently, increase customer satisfaction, and leverage real-time data for better decision-making. Its product suite includes features to manage client booking and registration, memberships, staff and facility scheduling, retail, contact marketing, and more.

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For press and media inquiries, please contact Mary Claire Timberlake, Director of Channel Partnerships, at maryclaire@getupperhand.com.

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Upper Hand Named Top Software Provider by Gartner Digital Markets https://upperhand.com/upper-hand-named-top-software-gartner-digital-markets/ Mon, 23 Oct 2023 14:37:18 +0000 https://upperhand.com/?p=35192

Upper Hand Named Top Software Provider by Gartner Digital Markets

The latest recognition marks Upper Hand’s fifth award across varies software categories this year.

 

INDIANAPOLIS, October 23, 2023– Upper Hand, an innovative leader in sports management software, announced today that it has been named a top sports management software provider by Gartner Digital Markets – free online services that help organizations find the right software.

Upper Hand is a winner in 5 Capterra Shortlist categories this year: Personal Trainer Software, Gym Management Software, Yoga Studio Software, Club Management Software, and Membership Management Software. Upper Hand is the most forward-thinking management software that removes the complexities behind running businesses, helping them to grow no matter where they are today.

Capterra Shortlist represents an independent evaluation process that assesses user reviews and online search activity to compile a list of top players in the software industry, showcasing the most sought-after solutions. The details of the research methodology are available here.

Upper Hand was also recognized by Software Advice as a Frontrunner in three categories: Gym Management Software, Personal Trainer Software, and Yoga Studio Software.

Upper Hand helps manage sports businesses of all sizes – from small facilities to large franchises. With its ability to process payments, easy scheduling and registration, customizable memberships, and more, Upper Hand’s all-in-one platform enables you to re-focus valuable resources towards growth by optimizing business operations.

“We are honored to once again be recognized by our customers as a leading sports management software,” says Kevin MacCauley, CEO of Upper Hand. “We understand that client happiness is integral to business success, which is why we are committed to making it easy for our customers to deliver exceptional client experiences.”

Upper Hand is proud to be a winner in numerous categories by Capterra and Software Advice and looks forward to improving its software each year.

 

 

About Upper Hand

Upper Hand is the leading provider of full-suite sports management software that enables businesses to achieve more while doing less. Sports facilities, studios, and businesses – from small enterprises to large franchises – use Upper Hand’s integrated software and payments platform to operate their business more efficiently, increase customer satisfaction, and leverage real-time data for better decision-making. Its product suite includes features to manage client booking and registration, memberships, staff and facility scheduling, retail, contact marketing, and more.

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For press and media inquiries, please contact Mary Claire Timberlake, Marketing Content Specialist, at maryclaire@upperhand.com.

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Keep your Balance: 3 Ways to Utilize the Upper Hand Balances Report https://upperhand.com/3-ways-to-utilize-upper-hand-balances-report/ Tue, 10 Oct 2023 19:54:13 +0000 https://upperhand.com/?p=34626

Keep your Balance: 3 Ways to Utilize the Upper Hand Balances Report

 More money, more problems, right?

Wrong!

With Upper Hand’s Balances Report you can manage client balances with ease. At first glance, the default filter on the Balances report will reveal any balances greater than zero (i.e. any outstanding balances that you need to collect) on that given day. Here, you can pay down or waive these balances. But, removing the default filter opens a host of additional ways to utilize this report and we’re here to show you how to do just that. Let’s dive in.

 

3 Additional Ways to Utilize the Upper Hand Balances Report

1. Remove the default filter to view payment history

To start off simple, you can remove the default filter (Balance> $0.00) to reveal all payments processed within Upper Hand. This is a great way to review your client payment history and manage all transactions as needed, not just balances.

For your most active clients, it can be difficult to search through hundreds of orders to find specific transactions. Removing the default filter and searching by a specific client’s name will allow you to see their full payment history for the time period you have selected. This filtering option gives you an easy way to quickly find previous payments to refund, manually submit outstanding payments, and see the client’s most popular purchases all without leaving the page.

 

2. See unique buyers in a specific time period

Additionally by removing the default filter you can see the total number of unique buyers, the number of clients who have made a purchase, in a specific time period. This can give you great insight into your client purchasing behavior and help you make decisions that continue growing your business.

For example, if you made $500 in revenue in a given day, does that break down to 1 client making a large purchase or 5 clients making smaller purchases? You can use this data to increase marketing campaigns to encourage your most active clients to spend more or adjust pricing to get less active clients in the door.

 

3. View item quantities and compare event packages

In similar fashion, you can also use the Balances Report view the quantity of packages clients have purchased. For example, if clients registered for training, you can see if they went with 4-pack of lessons or an 8-pack of lessons. You can export this information to see what you’ve sold and determine which packages are successful. Then, you can use what you’ve learned to refine your offerings and make decisions about programs or packages that are most popular.

You can use this same process to assess your most popular events as well. If you narrow down your search by filtering to a specific product type (with the default filter still removed) you’ll see all of the purchases clients have made under that category in a given time period. This is helpful because if you have 2 or 3 events under the category of “Training” for example, you can see which event is being purchased most frequently. Then, you can take elements of your most popular event and apply them to events that need a little more attention.

 

Ready to leverage your Balances Report to it’s full potential?

Overall, the Balances Report is truly a great way to stay on top of outstanding payments and a powerful tool to learn more and make decisions about your business. Unlock the power of this report by utilizing the available filters, the search option, and the export feature to get the insights you need. Whatever your goals may be, don’t forget to use the Balances report to stay on track.

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