Within our Workout Software, you have the ability to import items as scheduled from the plan creator to your clients. This guide will walk you through the process of importing items as scheduled when importing to a client from the plan view. 1. Plans On the “Plans” tab, create or edit a plan. 2. Click […]

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 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 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 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. […]

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 […]

Using Exercise.com’s gym management software, you can customize subscription package pricing as needed for each client. This guide provides detailed instructions on updating subscription package pricing for a single client. 1. Click the Billing Status for the Client that you want to update. Start by clicking the Billing Status for the Client that you want […]

This guide will walk you through the process of adding an additional payment method option for clients for one time purchases. 1. Account Tab Navigate to the “Account” tab. 2. Customize Platform Access “Customize Platform” on the left side bar. 3. Create Labels In the “Create or delete labels for custom payment methods” field, enter […]

Here’s how to use the contract renewal settings, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Click on the “Stripe” tab on the left side bar. Step 2: Click on the “Create New Payment Plan” button. Step 3: Enter details for new payment plan including name, price […]

Here’s how to set up required fields for staff when creating new client accounts, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Click on the “Customize Platform” tab on the left side bar. Step 2: On the “Platform Settings” tab, scroll down to the “Custom Content” section. […]

Here’s how to edit existing subscription payment plans, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Hover over the gear icon and select “Payment Details” from the fly out menu. Step 2: Under Subscriptions, click the edit icon next to the subscription payment plan you would like […]

Here’s how to edit a package that a client has already purchased, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Hover over the gear icon and select “Packages” from the fly out menu. Step 2: Click the edit icon next to the package. Step 3: Edit the […]

Here’s how to set a client’s subscription to cancel on a specific date in the future, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Hover over the gear icon next to the client and select “Payment Details” from the fly out menu. Step 2: Click on the […]

Here’s how to export contact information for your clients, group members and free member accounts, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Filter the clients you want to export contact information for. Step 2: Select the clients from the filtered list individually or all by using […]

Here’s how to remove a credit card from a client’s account, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Hover over the gear icon next to the client you would like to edit. Step 2: Select “Payment Details” from the drop-down menu. Step 3: On the “Overview” […]

Here’s how to see which accounts have started a workout plan, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Click on filters. Step 2: Select the workout plan from the drop-down list and search. Now you can see which accounts have started a workout plan!

Here’s how to filter clients by service / class they’ve attended, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Click on filters. Step 2: Select “Has Visited this Service” from the “Custom Status” drop-down list. Step 3: Select a service from the “Has Visited Service” drop-down list. […]

Here’s how to filter clients by a package they’ve purchased, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below: Step-by-Step Guide: Step 1: Click on filters. Step 2: For Custom Status, select “Owns this Package” from the drop-down list. Step 3: Select the package and search. Now you can filter clients by […]