To view your SMS Log Report within your fitness business management software platform, follow the instructions below. This guide will walk you through generating an SMS Log report 1. Reports On the Account tab, access the “Reports” section. 2. Revenue Click on the “Revenue” tab. 3. SMS Log Select “SMS Log” from the list. 4. […]

Within our Workout Software, you have the ability to reorder the payment methods when charging a client. This guide will take you through the process of reordering payment methods when a trainer is charging a client. 1. Payment Details Access a client’s “Payment Details” section. 2. Charge Client Initiate a transaction, for example charge for […]

With Exercise.com’s software for fitness businesses, you can send SMS messages to anyone in your system manually or with automations as well. This guide will show you how the character limits work when you send long messages. SMS Messages Character Limit When you’re setting up a message to send via SMS, you’re limited to being able […]

Within our Workout Software, your custom branded apps can support Vimeo videos in a streaming format to optimize playback for your customers. If you are having problems with videos from your Vimeo account on your 2.0 apps, please make sure your Vimeo account and privacy settings match these requirements: 1. You must own the videos […]

With Exercise.com’s Gym Management Software, you can use the Churned Accounts report to review cancellations on your platform with ease. This guide will walk you through the Churned Accounts report, including the difference between Churn Events and Churn Conditions, and how the time frame that you select applies to each filter. 1. Go to Reports -> […]

Within our Workout Software, you have the ability to re-order workouts in the creator. This guide will walk you through the process of re-ordering workouts in the workout creator. 1. Plans Navigate to the “Plans” section. 2. Edit Plan Edit a plan or calendar. 3. Hide Workout Details To make re-ordering workouts easier, click on […]

With Exercise.com’s fitness business management software, you can customize the stages of your customer pipeline and easily filter by stage while reviewing accounts. This guide will show you how to filter your accounts by stages and how to save your default view. 1. Click the down arrow to see the lifecycle stages available. Click the […]

With lead management on your fitness business management software from Exercise.com, you’ll be able to use the Assign a Lifecycle Stage automation to move accounts from stage to stage in your customer pipeline based on the triggers that work for your business. This guide walks you through using the Assign a Lifecycle Stage automation to […]

With the Exercise.com’s fitness business management software, it’s easy to review the account lifecycle history for any account on your platform. This guide will take you through the process of reviewing lifecycle history for any account in your custom branded platform. You can review each account individually, or use the “Account Lifecycle Transitions” report to […]

With Exercise.com’s fitness business management software, you can customize the stages that your customers move through, from lead to paid account. This guide shows you how to manually move accounts from stage to stage. 1. Click “Clients”. Click the Clients tab to see the list of all accounts in your system. 2. Click the check […]

With Exercise.com’s fitness business management software, you can customize the stages that your customers can move through, starting them out as a brand new lead in your system all the way to upgrading them to a paying client account. This guide walks you through adding and editing the customer lifecycle stages on your platform. 1. […]

Within our Workout Software, you have the ability to add a buffer to your availability schedules. This guide will take you through the steps to add a buffer to your availability schedules. 1. Schedule Navigate to the “Schedule” section on your dashboard. 2. Click “Availability Schedules” Select “Availability Schedules.” 3. Manage Availability Schedule Create or […]

Within our Workout Software, you have the ability to customize the filters for your public booking page. Follow the instructions below. This guide will walk you through customizing the booking filters as a trainer and how it will display to your users. 1. Account Access the “Account” section. 2. Customize Platform Select “Customize Platform”. 3. […]

Within our Workout Software, you have the ability to void an invoice. This guide will walk you through the process of voiding an invoice. 1. Clients Access the Clients section. 2. Payment Details Navigate to the client’s “Payment Details”. 3. Invoices Click on the “Invoices” tab. 4. Draft Status Scroll to view the invoice status. […]

Within our Workout Software, you have the ability to customize and generate a Daily Plan and Calendar Followers Summary Report. Explore how to generate a detailed Daily Plan and Calendar Followers Summary report. 1. Account Access the Account tab. 2. Reports Navigate to the reports section. 3. Daily Plan / Calendar Followers Summary Select Daily […]

Within our Workout Software, you have the ability to publish and sync workouts to all users. This guide will walk you through the process of publishing a plan and synchronizing changes for all users. 1. Edit Plan On the “Plans” tab, click on the edit icon for a plan. 2. Publish Plan Publish the plan […]

With the CRM Lite update coming to Exercise.com’s fitness business management software, you’ll be able to customize the stages that your customers can move through, starting them out as a brand new lead in your system all the way to upgrading them to a paying client account. This guide walks you through what to expect […]

Within our Workout Software, you have the ability to manually transfer funds to a trainer. This guide walks you through the process of manually transferring funds to a trainer. 1. Business Dashboard On the “Account” tab, navigate to the “Business Dashboard” section. 2. Transfers Click on the “Transfers” link. 3. Available Balance Check that there […]

Within our Workout Software, you have the ability to export a client’s logged workouts. This guide will walk you through the process of exporting a client’s logged workouts. 1. View All On the dashboard, scroll down and click on “View All” for Recently Logged Workouts. 2. Date Range Click on a date range or customize […]

Within our Workout Software, you have the ability to customize and generate a report listing all active clients and the total number of visits. Follow the instructions below. This guide will walk you through the steps to generate and customize the Visit Totals per Client Report. 1. Account Navigate to the “Account” section. 2. Reports […]