Customizable Proficiency Levels / Belay Certifications

If a member earns a certification or has passed a course that shows proficiency in a certain area, you can update their customer profile to reflect their proficiency. 

To set up your own custom proficiencies:

1. Go to Manage > Settings > Customers > Customer Proficiency

From here you can add, remove and edit proficiencies:

A few guidelines for using Customizable Proficiency Levels

• If a proficiency level has not been assigned to a Customer Profile, there will be no message at check-in regarding a missing proficiency when a customer checks in.
• If at least one proficiency is assigned at check-in and POS, a yellow box will appear indicating the customer is lacking an assigned proficiency.
• If a proficiency is renamed/edited, customer records will be updated appropriately to reflect the new name for the proficiency.
• Only unused proficiencies are allowed to be deleted. If a proficiency has been assigned to any customer, it cannot be deleted.

Clearing/Changing Proficiencies that have been assigned
If you need to clear or change a proficiency that has been assigned to a group of customers, follow the steps below:

• Go to View > Customer Queries
  
• Enable the constraint Policies - Proficiency / Belay Levels
  
  
  
  
• Click the parameters section to define the specific proficiencies you want to filter on
  
  
  
  
• Click Review Query
• Click Bulk Tag and bulk tag these customers with a unique tag
• Now go to Manage > Tags > Apply Actions
• Select your recently assigned bulk tag
• Select the Proficiency - Assign action and then hit EXECUTE
• From here you can select NONE to clear the proficiency on the tagged customers or select a different proficiency.