Learn how to assign new assessments, complete them, and review detailed results to effectively track client progress. 1. Menu Access the main menu. 2. Accounts Click the “Accounts” tab to view the list of client accounts available for management. 3. Select a Client Click on the client name you want to manage. 4. Assessments Within […]

With Exercise.com’s marketing tools, you can assign tags like purchases, group memberships, and products to users in Intercom—similar to Mailchimp’s tagging system. This helps improve segmentation and communication. Follow the steps below to get started. 1. Click Sign Up Click the “Sign Up” button to begin creating an account. 2. Complete Required Fields Complete all […]

With Exercise.com’s staff management tools, you can filter messages by staff member to streamline communication and stay organized. This guide will show you how. 1. Account Access your account settings by clicking the “Account” option to begin customizing your platform preferences. 2. Customize Platform Open the customization menu by clicking “Customize Platform” to adjust your […]

With the Exercise.com Automations feature, you can create automations that send personalized messages to clients based on booking events. To make these messages more dynamic, you can now include appointment details, such as the service name, date, and time, directly in the message body. This ensures that your clients always receive clear, accurate information about […]

With the Exercise.com Payments platform, you can securely process transactions and protect customer data. Card readers are a critical part of safe payment handling, so it’s important to keep them secure and check them regularly for signs of tampering. This guide explains how to: 1. Storing and Handling Your Reader 2. Regular Inspections You should […]

To configure the schedule for day view – assets and locations only on your fitness business management software platform, follow the instructions below. This will guide you through configuring the asset view by day and location filters. 1. Navigation Access the main navigation. 2. Schedule Go to the “Schedule” section. 3. Calendar Click “Calendar” from […]

To customize your trainer navigation within your fitness business management software platform, follow the instructions below. This tutorial guides you through customizing your trainer navigation menu. 1. Main Navigation Begin by clicking the main navigation. 2. Edit Navigation Select “Edit Navigation” to open the navigation editor and modify your menu items. 3. Reorder Drag and […]

With the Exercise.com Reports feature, you can easily review guest purchases and track financial data. In this tutorial, we’ll show you how to do this step by step. 1. Account Click arrow menu next to the Account tab to reveal additional tabs. 2. Select Reports Scroll down and click “Reports” to navigate to the reports […]

With Exercise.com’s membership management tools, you can control package access by setting limits on active subscribers. This guide will show you how to set the maximum number of active subscribers in a package. 1. Schedule Click the arrow menu next to the Schedule tab to open additional tabs. 2. Packages Click “Packages” to open the […]

With the Exercise.com member engagement tools, trainers and clients can communicate effectively. The message editing feature lets them update sent messages for clearer communication. This guide covers how to edit, save, or cancel changes, and how edited messages appear in chat. 1. Open Messages Click “Messages” to open your message list and access your conversations. […]

This tutorial guides you through the process of charging or assigning a package to a client within the Exercise application. 1. Menu Open the menu. 2. Accounts Navigate to the Accounts section. 3. Select Client Click on a client. 4. Visits Tab Click on the “Visits” tab on the left side bar. 5. Visit Options […]

This guide will walk you through how to prevent clients from updating their profile pictures in your fitness business management software. 1. Account Click the arrow icon next to the Account tab to reveal additional options. 2. Customize Platform Click Customize Platform to access the platform configuration options. 3. Clients Click Clients to open client-specific […]

With Exercise.com’s POS system, you can assign secure PINs to staff members for unlocking the POS. This guide walks you through the steps. 1. Account Click the arrow icon next to the “Account” tab to reveal additional tabs. 2. Trainers Click “Trainers” to access the list of trainers. 3. Select a Trainer Profile. Select a […]

With Exercise.com’s payment processing software, you can complete transactions even without assigning them to an account. This guide will show you how. 1. Accounts Click “Accounts” to open the accounts section where you can manage transactions. 2. Charge Account Click “Charge Account” to initiate a new charge process. 3. Continue as Guest Click “Continue as […]

With the Exercise.com POS system, you can quickly send receipts to guest customers after a checkout, whether using the POS or kiosk system. This guide will walk you through the steps. 1. Access the POS or Kiosk Before you begin, ensure you have access to the POS or kiosk interface and the items ready for […]

This guide will show you how to review version history for package changes in your Exercise.com for Business platform. With version history, you can track updates and see exactly when and how packages were modified. Before starting, make sure you have access to user accounts and package management features in your account. 1. Click “Accounts” […]

This guide will show you how to review version history for location changes in your Exercise.com for Business platform. Tracking version history helps you verify updates and manage your locations with accuracy. Before starting, make sure you have access to the scheduling and location management features in your account. 1. Click “Schedule” Click the “Schedule” […]

In this tutorial, you will learn how to review the version history for changes to visits within the Exercise.com for Business platform. This feature helps you track and verify updates to client records over time. 1. Prepare to Review Visit History Before starting, ensure you have access to the user accounts and visit records you […]

With Exercise.com’s fitness business management software, you can automate workflows by integrating with Zapier. This guide shows you how to incorporate user macros into the Update User action so that nutrition goals update automatically for your clients. 1. Configure the Spreadsheet Set up the spreadsheet that will store client macros. In this example, you’ll use […]

This feature allows clients to automatically receive email receipts for subscription renewals, refunds, and invoice charges. Platform admins can enable these options in Notification Settings, and clients can manage their own preferences if the platform has them enabled. 1. Access Notification Settings From the platform dashboard, navigate to Notification Settings by clicking your profile image […]