Clients
Clients, messages, workouts, waivers and contracts.
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How-to guides7
- How to adjust a client's credits or deactivate a clientOpen the client from Clients, use Credit balance → Adjust (+/−) with a Note and select Apply; use Deactivate this client to free a seat.How-to
- How to answer member requestsMembers send requests from Messages in their portal. Answer them under Messages → Member requests with Send reply; the reply goes to the member's portal and email.How-to
- How to build and assign workoutsGo to Workouts, use Build a Workout to add exercises with sets and reps, select Create Workout, then Assign to a client from the Library.How-to
- How to end a client's contract earlyOpen the contract and select End contract; choose Cancel with no fee or Cancel with a buyout fee, when it ends, and what happens to the linked membership.How-to
- How to message clients and groupsGo to Messages → Send a Message and choose Everyone, A group session, Group or Specific clients; messages go by push and email.How-to
- How to send a contract to a client or trainerCreate a template under Contracts → Templates, then use Send a contract to pick the person, terms and optional linked membership; they sign by email link.How-to
- How to set up a waiver clients sign before bookingGo to Settings → Waiver, upload or write your waiver, select Publish waiver, and keep Require a signed waiver before booking on.How-to
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