Day 1: make it yours
1
Check your branding
Open Business settings, Branding. Confirm the Business name, upload the Organization logo, pick the Brand color and choose the App home screen design. Press Save branding.See Branding.
2
Secure your own account
Open Account settings. Add your phone number so you can sign in with a WhatsApp code, set a password, and consider turning on two-factor authentication.See Account settings.
3
Set the contact WhatsApp number
Open Business settings, General. Under WhatsApp for trainees, enter the Contact number trainees should reach, or leave it empty to use each trainee’s assigned coach.See Contact WhatsApp number.
Day 2: decide what you sell
1
Create your subscription plans
Open Business settings, Subscription and Pricing. Create one plan for each package you sell, with its price and length. Link the onboarding form and the recurring update form if you have them.See Subscription plans.
2
Decide when a subscription starts counting
In General, under When the subscription starts, choose between the assignment date, the intake form, the first plan or the first workout.See Studio settings.
Day 3: bring in the team
1
Invite team members
Open Business settings, Team and press Invite team member. Choose Admin or Team member and set the permissions.See Invite team members.
2
Check your seats
Open Business settings, Billing and look at Plan usage. If you need more team members than your plan includes, add seats.See Billing.
Day 4: add trainees
1
Add your first trainees
Open Clients and press New client. Enter the name and phone, pick a coaching plan and assign a coach. Tick the WhatsApp invitation if you want the trainee to get joining details right away.See Add a trainee.
2
Or move them from AutoFit
If you are coming from AutoFit, use Business settings, AutoFit migration instead of typing trainees by hand.See AutoFit migration.
Day 5: get into a routine
1
Learn the trainee board
Open a trainee and walk through the tabs of the card. Try the status chips and the filter button.See The trainee board and The trainee card.
2
Save the filters you will use every day
Build a filter such as “ends in the next 14 days”, save it and mark it as a favorite so it sits next to the status chips.See Saved filters.
3
Start each day on the dashboard
My tasks today and Upcoming renewals tell you where to begin.See Dashboard.
A quick check before you invite everyone
- The logo and colour look right in the Client app preview on the Branding page.
- At least one subscription plan exists and is switched on.
- Every trainee has a coach assigned.
- Your Perform plan covers your number of trainees and team members.
- You can sign in with a phone code and with an email code.