A client gets into fitipass in one of two ways: they create an account on the club website themselves, or the front desk adds them in the panel.
Adding a client in the panel
- Go to Operations → Clients and add a new client.
- Enter their first name, last name, email and phone. Other details, such as address or date of birth, are optional.
- Save.
You can now sell the client a membership and book them into classes.
Giving the client access to their account
A client added in the panel has no password yet. So that they can book on their own and show their QR code in the app:
- Find the client in the list in Operations → Clients.
- Click Send password link.
The client gets an email with a link where they set their password. Each new link cancels the previous one, so send one and ask the client to use that one.
When the client creates an account themselves
If a client registers on the club website, their record appears in the client list automatically.
Text messages
From the client list you can send a text message to one person, or select several people and message them all at once.
Exporting clients
You can export the client list to a file at any time with the export button in Operations → Clients. In the same way you can export payments in Operations → Payments and memberships in Operations → Purchased memberships.