Fitli Business Guide

• Allow your Clients to Cancel their Auto-Renewing Package/MembershipThis feature allows your customers to initiate the cancellation of their auto-renewing packages/memberships or request cancellation from your business. You can easily set this up by adding a new auto-renewing package/membership or editing an existing one with just a few clicks, here’s how.
• Appointment Booking: Default ProfessionalThis feature would easily make booking appointments efficient and help you determine which of your users have appointment availability configuration issues.
• Account Balance ReportingThe Account Balances Report will show you your clients' remaining sessions, next payment date or expiration date and more!
• Add Limits to Packages & MembershipsYou can limit how many times a package can be purchased and who can and cannot purchase it with just a few clicks! You can limit how many times your clients can purchase a package, automatically deactivate it after "X" number of purchases, limit it to new or existing customers and limit who can and
• Ability to edit and change Packages or Memberships until first purchaseYou can edit or change a package/membership until a customer/client purchases that package or membership.
• Allow Instant Re-charge After Payment Method Update Due to Failed TransactionClients who have auto-renewing memberships, may occasionally find that their payment method fails due to insufficient funds, expired credit card, invalid zip code, etc. Please note that we at Fitli, also allow you to set up a check or cash auto-renewal, this is not ideal as there is no way to automa
• Adding/Updating Emergency Contact InformationThere are now two ways you can add emergency contact to your profile as a client, and one way as a business.
• Booking Multiple Clients in a ClassWhen you're adding multiple clients into a class, sometimes it can be confusing to remember who you've added, or who's already in a class. You can actually easily determine who's already booked!
• Booking or Reserve a Spot for Free - Pay LaterFitli is built around requiring payment from clients during the booking and scheduling process, however, we understand that not every business works this way. Sometimes, you want to allow your clients the ability to book or reserve a spot for free, then pay later at the time of service. Well, we can
• Business Guide: How to Reschedule an Appointment?Log in to your Fitli business account then click the appointment on your calendar to open its profile.
• Bookings Report!The Bookings Report has 2 sections: Bookings Report By Transaction and By Service.
• Can I add or charge Sales Tax on Services, Retail or Packages/Memberships?Do you need to add sales tax to purchases for either Retail Products or Services/Memberships and Packages? Yes you can!
• Can I edit my client's personal profile information (email address?)There are times that your clients are too busy to change their address, or update their emergency contact information, or edit their phone numbers. For business purposes, you can update or edit your clients' personal information from time to time on your end.
• Business Guide: Primary and Backup Payment MethodsThis feature will allow you to manage your clients’ card vault within their profiles. This will help you manage their auto-renewing memberships as well and avoid it from declining with just a few clicks. Here’s how.
• Business Guide: Waitlist for RelationshipsYou can book your clients' Relationships into the Waitlist, here's how.
• Can customers see who, or how many clients are booked in a class?When your customers are viewing the class calendar/schedule for your business, you might be wondering if they are able to see the exact numbers of clients booked in a class. The answer = yes and no.
• Business 'Leads' for New Client AccountsThere's another category of client called "Leads", that are viewable in your Customers List. Those clients that sign up on the web via your schedule/calendar, from the app, or from your website's embedded calendar are added to your Customers List as "Leads". You can view those leads DIRECTLY in the
• Can I customize the notifications to my customers for booking or scheduling classes?Now that you've got clients and customers, you probably want to know what types of messages they are receiving when booking or scheduling? We've recently updated and improved all our notification messages to enhance your business name, logo and branding, and removed most of the branding. Here's an e
• Calendar/Schedule List ViewWe have a "LIST" style view for your classes and appointments, where you can see a clean, organized schedule. This list view looks great when you're embedding your calendar/schedule on your business' website.
• Can I have multiple businesses and calendars under one account?Yes! You can create and access multiple businesses using one Fitli login. Before you begin, it's important to know that adding a new business means that you will also be paying a subscription fee for the new business on top of the existing one. However, if you let us know, we can combine both paymen
• Can I have a customer without an email address?Occasionally, you may have a client or customer without an email address - maybe they live in the country, are "between" email addresses, or just eschew technology in general - but they still want to take classes. Or, you want to get the customer quickly added in, and will update their email address
• Can I provide a statement, invoice or document for payment or reimbursement purposes?Some of your customers might be asking for a statement, summary of charges, or a document showing all their charges/purchases with your business so they can be reimbursed for work, insurance, etc.
• Can I remove or hide customers from my Customer List?We're working to add the ability to remove or delete customers from your customer list. However, there are two items to consider.
• Can I resend an invitation to a customer?As a business, your priority is your customers - and sometimes you may need to assist customers to get connected to your business on Fitli. If a client has already been added to your client list, but hasn't received their email invitation to join Fitli - you can now easily resend it. Here's how.
• Can I integrate, embed or add my Fitli calendar to my business website?Are you looking to integrate or add your Fitli calendar to your business website? It's easy, just add some custom content to your hosted website, and your calendar will appear! Your clients can click to schedule, login, and book. Below are specific instructions for how to get set up depending on you
• Can I search my Sales Report, or sort the data in any way?We know the Sales Report is your most important spot to see, in real time, how much money you're making, which clients are purchasing and what they're buying, and be able to search for specific information to help your business. You can check your Sales Report to get the information you need.
• Can I schedule or book on my phone? How about integrating with my calendar?You can book an appointment or class directly from the convenience of your phone!
• Can I sell retail products with Fitli? How do I set that up?Interested in selling retail products through Fitli? Well, you can! Get those t-shirts, water bottles and uniforms ready, here's a quick guide on how to sell retail products to your customers.
• Can I send emails or messages to my clients and customers?Here at Fitli, you have a few different ways to stay in touch with your clients and customers - build rapport and business recognition, keep clients up to date and let them know when things are happening!
• Can I send emails to all of my customers or my entire client base?Here at Fitli, we're all about communication and ease of use for your customers - and want to help you get in touch with your customers. To that end, we're exploring working with other third party programs such as Constant Contact or Mailchimp - to let you contact your clients/customers via email. W
• Can I set customers to be inactive or remove them from my list?You can remove or hide your clients who are no longer involved with your business with just a few clicks Here's how.
• ACH Payments Activation - Accept Bank PaymentsNote: Fitli provides ALL FEATURES TO ALL SUBSCRIPTION LEVELS, hence, we no longer charge $5 monthly for ACH Payment Processing. The Fitli web application has not yet been updated to reflect this. Rest assured, you will not be charged $5 monthly if you activate this feature. However, there is a $5 mo
• Check-In and Your Attendance ReportYou've got classes and appointments on your schedule/calendar but you want to know who is actually showing up. Using the check-in feature you can check off clients as they show up or mark them as no show if they are absent, and access reports to help track it all.
• Class Calendar can "start" at your Business HoursPreviously, your business class calendar would "start" at 12am, no matter what classes, schedule, or business hours you may have configured.
• Client Notifications - Quick View and UpdatingIn case your clients don't want to receive messages anymore, you can quickly turn their notifications off on their profiles. You can still advise them to access their accounts and turn off their own notifications if that's what they want. You, the business, can also manage your client's emails/texts
• Client Photos (for Businesses)You can upload photos for your individual clients - they'll be displayed in their Customer Profile and on the Class/Appointment roster! This should help you identify your customers, build loyalty and brings a better look and feel to the interface.
• Create a Banner Message for your ClientsIf you have some important announcements for your clients and you want to save time instead of emailing them, you can set up a banner message to display to all your customers! You can choose when you want it to appear. You can even choose the background and the text color. Awesome, right?
• Connecting with a Customer as a Professional if They Already Have a Client AccountIf you're looking to add one of your customers as a professional, teacher or instructor, using the same email address they've used for their Fitli personal account, the site won't allow you to do this. The site will prompt you that the email address is already associated with a different account. Th
• Create a Banner Message with a link for your Clients to Purchase or BookPreviously, we've discussed for announcements. This guide will help you promote your merchandise/retail products or promote an event/class for your business. You can create a banner message for it with a link that will direct your clients to the "Make Purchase" flow to purchase and/or book.
• Current Time IndicatorYou'll probably immediately notice, but we've added a new "current time" indicator on the Business, Personal and Professional calendars. This time indicator is shown with a red line and arrow on the far left side. This time indicator should help you visualize your current time in relation to the cal
• Customer CountThis feature will show you at a glance from your Customers list, how many active and inactive customers you have.
• Customer ListYou can do a lot of things on your Customers List. You can see and sort when clients signed up, search by a specific time period, click on the column headers to sort both ascending and descending, search by "Leads" vs "Clients", set the default customers list view (first name or last name), etc.
• Customer Payment History ReportThis feature will easily allow you and your instructors to view your customers’ Payment History report within their profiles.
• Customers have booked/purchased products through fitli, how long until I see the money in my bank account?Great question! Typically, payments are disbursed within 2-3 business days after the transaction has settled through the credit card processor. Note this does not include weekends, holidays (bank holidays, etc).
• "Deep Links" to the Package and Membership Purchase ProcessYou want to get specific links for packages to post it on your website and/or your social media accounts, it's easy! Here's how.
• Direct Appointment Booking LinkYour clients can begin the appointment booking process more quickly with the "Appointment Link".
• Display or Hide your Professionals' ProfilesThis feature will allow you to display or hide your instructors’ profiles entirely from the session profile public view.
• Do you require the CVV field for credit card processing?The CVV code is primarily used for authorizing a customer's possession of their card during credit card payments. We DO require the CVV to ensure another additional layer of card security for clients and their purchases. This will require either the customer or business to provide the CVV for author
• Does fitli have the credit card numbers for our customers in your system?Your customer's/client's credit card information are stored with our secure processor, Usio. Fitli does not store any credit card numbers for either our businesses or customers on OUR servers.
• Electronic WaiversYou can choose to require your customers to accept the terms of your business waivers during registration or prior to booking and/or purchasing. In your "Admin" settings, click "Business Setup & Customization" at the left. Then, click "Customer Onboarding" to open "Waiver Configuration".
• Embedded Calendar Enhanced Security OptionsThis section helps your business avoid any issues your customers might be having.
• Edit or change Purchase Notes on the Sales ReportIf you're using the "Notes" section of the purchase process to record notes for your client transactions (check numbers, tracking cash purchases, or need to update when a client paid), you can edit the notes on the Sales Report.
• Create Custom Fields and Set Required Fields For Your CustomersFor business purposes, you need or would like to require certain information from your clients prior to signing up. Well, you can do this with just a few clicks! You can add and set custom fields for your clients. These fields will appear during the signup process. Here's how.
• Exporting Customer Visit HistoryHave you ever wanted to download or export your customers' visit history? Well, now you can!
• Exporting your Sales, Booking or Account Balances report and seeing weird characters?Exporting your Sales Report will give you more details about your Sales and the specifics (date and time, how clients paid, gross vs. net dollar amount, service fees, full/partial refund, etc).
• For Businesses: How to contact Fitli SupportHere at Fitli, we're all about providing you with the best customer service.
• Generate Payment RequestsYou can initiate a purchase on behalf of your clients by sending them payment requests. This can be initiated from the purchase link (Package/Membership, Retail Product or Miscellaneous Charge) or during the booking flow (Drop-in or Package/Membership.
• Getting Started with AppointmentsSo we know what appointments are, 1 on 1 sessions with a trainer or professional. But how to get started using them? Typically, appointments are either booked by the professional or the client.
• Granular Search on Bookings Report By TransactionDue to the type of data contained in the Bookings Report By Transaction section, we’ve added a dropdown that allows you, the business, to select which column of data you would like to search specifically. This means you no longer need to download the report in order to filter it further. Efficient
• How can a client donate or pay a miscellaneous amount to my business?Donating to a charitable cause can be deeply rewarding, and it can help support your business and others during these challenging times!
• Gift Certificates? No problem! Here's an easier way to do it!Do you have clients wanting to purchase memberships or packages for other clients, or have members wanting to purchase a gift for a customer who's not a client?
• How can I adjust my appointment availability?If you're a trainer or a business owner and want clients to be able to book you in private, one on one appointments, you'll need to set up your "availability". This tells our system when you're free for appointments!
• Help FeaturesIf you need help on each section of your Fitli account, we have a pop-up format on the upper left side. You just need to click "?" and a pop-up box will appear to give you some tips for whichever page you're on.
• Handling Failing Client Auto-Renewing Memberships (Business Guide)Here's a comprehensive guide on how to easily manage your clients' auto-renewing memberships
• How can I cancel an auto-renewing membership?Do you have a client who is on an auto-renewing membership, and for some reason, you need to "cancel" their auto-renewing membership or uncancel its pending cancellation? Well, we make it easy, here's how!
• How can I charge a miscellaneous fee or amount to my client?Miscellaneous charges can be the fees businesses charge their clients for additional services or anything that's not included in the membership they signed up for. This may include tips, donations, one-off, late fee, cancellation penalties, etc.
• How can I charge a tip for a client's visit?Wondering how your clients can proactively give you and your instructors tips? Here's a quick guide on how to do it.
• How can I edit or change a service once I've created it?Often, you might want to change or edit a service after you've created it. Say you change a price, or you adjust the services inside a package. You can edit/adjust all of the selections in a service!
• How do I add employees/users and set or upgrade their 'access level'?A professional or "business user" is an employee who works at your business, or a manager/clerk who you provide access to your business site. Each employee has a role. Each role has permissions to determine at which level your employee (a.k.a. user) can have access to your business site.
• How do I add Customers to my Business?The first step in getting clients to schedule or book is to have customers attached to your business!
• How do I create a 'blocked time' event on my calendar? I want to be unavailable for a certain periodYou can set yourself as "unavailable", using the "blocked time" feature. A blocked time event means you're not available to be booked by customers; let's say you have another obligation, doctor's appointment, pick up the kids, etc. You can set a specific time as "blocked" by using the steps below:
• How do I change the colors for my services?You have embedded the calendar into your website and the colors clash with your logo and color scheme. What can you do? No worries! You can update your services so that they show up on the calendar in whatever color you want! You can choose from millions of options. Here is how you do it.
• How do I update my business credit card on file with Fitli?If your current business credit card on file is expiring, or you'd like to update/change it, it's easy!
• How can I see my new clients or customers who've signed up?If you're looking to see new clients or customers when they've been added or signed up, head to your Customers List. Once there, look for the "Date Created" column.
• How do I update my business logo?To add or update your business logo, log in to with your business account. Then, head to the "Admin" section. Click on the "Business Profile" section on the left side under "Business Information", and scroll to the bottom. You'll either see:
• How do I update my Tax ID number?For businesses who have NOT STARTED Usio Enrollment, you can add/update your Tax ID on the "ADMIN" > "Business Information" page.
• How do I view my instructors' reviews on Fitli?You can view your instructors' reviews with just a few clicks. Here's how.
• How to Activate Payment ProcessingIf you already have a Fitli Business account and you want to turn on payment processing, here’s how to get started.
• How do I view my professional or business reviews on Fitli?Here at Fitli, we're all about promoting positive classes, amazing instructors and businesses. That's where reviews come in. Each time a client or customer takes a class or books a session, we prompt them with a review popup the next time they visit the site or on the app. Then, when you're getting
• How to Add a Custom Post-Session Message?If you’re looking to send clients a post-session message, you can do this with just a few clicks. Here’s how.
• How to Add a Custom Message During Session Cancellation?You can add a custom message while cancelling a session with just a few clicks!
• How to Add Appointments, Blocked Times, Excepted Times or Classes to your Business Calendar?Your business is all about classes and appointments, but how do you add them to your Fitli calendar/schedule? Easy! Just follow the step-by-step guide below!
• How to add a 'Book Now' button to your Facebook page?Everyone loves Facebook and social media, and it's a great way to promote your business. Did you know you can add CTA (Call to Action) buttons on your Facebook page? We've found that businesses with "Book Now" or "Schedule Now" buttons on Facebook see a large increase in the numbers of customers vie
• How to add existing customers to your Fitli Customer List?Occasionally, you will run across a new client or customer who signed up for a Fitli account WITHOUT using a link, signing up from your schedule/calendar or from an email invitation. This means the client will have a Fitli account, but may NOT be connected to your business and won't show up in your
• How to Add Booking Hibernation for Unlimited Auto-Renewing Memberships?This feature provides you more control over booking permissions of unlimited auto-renewing plans. This is solely for unlimited auto-renewing plans, not limited auto-renewing plans.
• How to Add, Customize, Remove and Default Facilities!Are you a small studio with only one main room, or a large studio with multiple rooms or appointment areas? Or, perhaps you hold most of your classes outside, or at the beach? Well, Fitli can help you and your clients figure out where to go and how to get there!
• How to add sessions to a customer's account without charging themAs a business, there are times you want to add sessions to your customer's account without charging them. Doing this is easy. Here's how.
• How to add 'Schedule Now' buttons linking to your Classes and Appointments?Another option your business has to promote/schedule your classes is to use a "Book Now" or "Schedule Now" call to action (CTA) button on your site. You can link directly to a Fitli class or a day/week/month view. Here's how to get started.
• How to Allow your Professionals to Set their own Appointment Availability?If you want to allow your professionals to set their own appointment availability, here’s how.
• How to adjust a customer's 'Billing Date'?If you have a customer who wants to change their "Billing Date" on an auto-renewing plan, you have an easy way to do that!
• How to Cancel or Remove a class from your Calendar?Sometimes, you may want to cancel or remove a scheduled class from your business calendar. Maybe you decided to change the class, didn't want to hold it on that day, or something else came up. Here at Fitli, we're flexible and let you do either option, depending on your business' needs.
• How to book a session / class for your customersWhen booking a session/class for your customers, if they already have some unused sessions in their accounts that can be used for this session/class, the system will recognize that and automatically book that session/class for your customers by using their account balance. Otherwise, the booking pro
• How to Check Processing Fees?Wondering how much you've paid in credit card/merchant processing fees? This guide will briefly show you how you can check them out!
• How to Clone Services?Do you need to clone an existing service with mostly the same information as another one? If so, this feature allows you to clone any existing service and edit the details to make small changes.
• How to change your business' password within the Fitli siteYou can easily change your current/temporary password within the site. Here’s how.
• How to create a promotion or use promotion codes?What are promo codes? Promotion codes are discount codes that allow you, the business, to offer discounts to your customers. These discounts can be in the form of EITHER:
• How to de-activate / re-activate a serviceDe-activating a service means to make an active service become inactive. An inactive service will not be listed when you create a new session.
• How to Clone Packages?Are you wishing to update pricing on an existing package or membership or are you otherwise looking to create a new package or membership with almost the same information as an existing one? If yes, this feature will allow you to clone any existing package or membership and edit the details to make
• How to Edit your Services and Packages from the List View?Editing details about existing Services and Packages/Memberships from the list view is easier than ever!
• How to Hide Attendance Info for classesWe understand that some clients are reluctant to sign up for a class if the attendees are low (0 or 1). With just a few clicks, you can hide the number of participants in a class. Here's how.
• How to 'hide' a session or class on your Business CalendarYou can "hide" classes from the calendar, with just a few clicks! Maybe you'd like to have classes on the schedule and you just aren't ready to show yet, or you're building out your calendar and don't want to show classes. It's easy! Here's how.
• How to Import data from other services, such as Mindbody, Zen Planner, etc.If you're transferring your existing customer lists from another software service, such as MindBody, Zen Planner, etc, simply send us the exported file and we can help you do the rest! All we need is an Excel file, spreadsheet, PDF, text file, or .csv file, we can handle almost anything.
• How to Import Users from Zen Planner?If you're transferring your existing customer lists from another software service, such as Zen Planner, simply send us the exported file and we can help you do the rest! All we need is an Excel file, spreadsheet, PDF, text file, or .csv file, we can handle almost anything.
• How to Make an Auto-Renewing Package Renew on the Same Day of the Month?This feature will allow businesses to make an auto-renewing package renew on the same day of the month.
• How to integrate Online Classes or Video Conferencing link with Fitli?Linking your online classes or video conferencing link is easy with Fitli!
• How to Override Appointment Availability?To override your trainers appointment availability, there are three main things you’ll need to do:
• How to merge your customers' profilesWe received a lot of inquiries on how to merge customers' profiles. Why is there a need to merge?
• How to Process an ACH Transaction?Accepting bank payments is easy with just a few clicks. Here’s how.
• How to Prompt Your Clients to Add Relationships While Booking?You can easily prompt your clients to add their relationships while booking. Here’s how.
• How to Prompt Your Clients to Add Relationships During Registration?As a business, you're able to add relationships to your clients’ accounts, allow packages to be shared by groups of people such as family, and friends instead of requiring each client to maintain an individual account with separate emails, logins, and packages. To save time, you can easily prompt
• How to Process a Terminal Transaction?Accepting card payments by swiping, tapping, or inserting the card through a terminal is easy. Here’s how!
• How to provide a customer with a complimentary Service or Package?Do you want to provide a free package or service to your clients? Maybe you're transferring over an account balance from an earlier system, or the client paid cash/check, or you need to switch a purchased package or service? Or, you just want to "gift" them something for free! There are 3 ways to
• How to Reschedule a Class with Participants?Rescheduling a single class with participants is easy. Here’s how.
• How to Schedule a Change in Drop-in Price?This feature will allow you to schedule a change to a service's drop in price on a future date, with the option to allow the update to the drop-in price for those future sessions to take effect immediately or after the changeover date has been reached. This allows you to let clients book at the old
• How to Schedule Excepted Times for your Professionals?You can set your professionals as "available" for appointments for times they’re normally unavailable, using the "Excepted time" feature. Excepted time means your professionals are available to be booked for appointments by customers regardless if they have fixed appointment availability work hour
• How to Set Custom Booking & Cancellation Policies by Service?You can set custom booking & cancellation policies by service with just a few clicks. Here’s how.
• How to Set Up Auto-Cancellation Timing for Unbooked Classes?This feature allows you to automatically cancel group sessions with zero attendees within a defined time window. This improves operational clarity for your business and instructors and automates cancellation when sessions go unbooked.
• How to set up booking and cancellation policies for your business?Ever had a client cancel at the last minute or not show up? Want to control how close to a session clients can book or cancel—or automatically cancel classes with no bookings? With Fitli, you can set customizable booking and cancellation policies to save time and keep your operations running smoot
• How to Setup a Workshop for Your Business?Setting up a workshop, seminar, training or anything similar is the same as setting up a class for your business. To do this, you'd need to create a service for your workshop with a descriptive title or name, something like "Workshop", so it'll be easier for you to distinguish it from the rest of yo
• How to Skip Renewals for Auto-Renewing Memberships?This feature will allow business users with Assist Customer access to skip future plan renewals beyond the next charge date for both Limited and Unlimited Auto-Renewing plans with just a few clicks. Here’s how.
• How to upgrade your Personal account to a Professional or Business account?2 - Go to "Personal" section, then "Account", then "Account Type". You'll see something like this:
• How to view a client's remaining sessions?* Next to each customer, there will be a "View" link. If you want to view the remaining sessions of your customer, click on the "View" link on that row or your customer's name.
• How to view client history?Visit history includes all classes / sessions that this customer has attended at your business in the past.
• How to view your public class schedule as a client?You made changes to your schedule and you would like to know how your schedule looks like on your customers' end. There are two ways to do this, here's how.
• I can't find my business, how do I make it viewable in searches?As part of a new Fitli account, your business profile is automatically set to NOT be viewable in searches. We do this so you have time to set up your account, get configured, etc. When you're ready, you'll want to turn this setting ON so you can be found in searches. Here's how to do to that.
• I operate an online-only business. Do I still need to enter or display my location?Currently, the Street Address, City, State, and Zip Code fields are required on both the Business Contact Info page AND the Business Profile. On the Business Contact Info page, we require this information for obvious reasons: We need to know your business' legal information. However, it may be less
• Interested in hibernating (temporarily suspending) your Fitli business account?We understand that sometimes things don't work out, business needs change, or the timing isn't quite right for getting started with booking and scheduling software. That's why we're offering the option to hibernate or suspend your Fitli account for $5 per month.
• Importing, exporting and Customer List Questions?So you've just signed up as a new business with Fitli and need to import your customers - or you're an existing business and want to obtain your customer list - how do you do that? It's easy! Here's how.
• Is Fitli HIPPA or HITRUST compliant?Unfortunately, Fitli is not HIPPA compliant with the saving and retention of customer data, including medical information.
• Is there a way to print my Business' schedule?Are you looking to print your Business' schedule so you can post it anywhere? Yes, you can! Here's how.
• Is it possible to turn off email notifications for customers who are imported into the platform?There are two options to add customers into your customer list on Fitli. You can either add them manually or you can provide us with a customer list and we'll import it for you.
• It’s finally happening — Enrollment is beginning for Payments 2.0We’ve been working tirelessly and passionately behind the scenes over the last 18 months to get to this point. All those coffee-fuelled nights and exacting days have led us here. Today, we officially kick off enrollment for Payments 2.0.
• Kiosk Check-In and Booking: Business GuidePrior to your clients checking and booking themselves into classes, there are several steps you, as a business owner/admin, need to complete to enable this feature.
• Linking directly to a Class or AppointmentsYou can send a link directly to a class or an appointment to your clients with just a few clicks! Here's how.
• Managing Waitlist Client NotificationsThis feature allows you to manage client notifications for waitlist-related updates. You can turn email and/or SMS notifications on or off, helping reduce the number of messages sent while still ensuring clients receive important updates. Other notification types are not affected, and the booking fl
• Notifications: What your clients receive and whenAs a business, you're wondering what notifications your clients get from Fitli. This article will briefly discuss the email notifications your clients receive when they purchase a package/session, booked and upcoming sessions, withdraw from a session, when you removed/canceled a session, when their
• Notifications to Business: Control What Business Notifications you Want to ReceiveThe Notifications to Business section allows you to control which business notifications you'd like to receive from Fitli. Some settings cannot be changed, as they are essential for your business—such as notifications regarding your business account status, profile, refunds, voids and returns on
• Payment ProcessingIn line with Fitli's payment processor transition and enrollment to USIO, we made a few changes on the "Payment Processing" section.
• Payment TypesWe have several payment types/sources that you'll see during the purchase flow: Cash. Check, Promotion, Gift Card/Coupon, Groupon, Class Pass, Comp, Pay Later, etc. Choosing these other payment sources/funding sources allows you to add notes (just like cash, etc) to the purchase so you can add code,
• Notifications to Clients: Ability to Control Notifications RemindersYour clients will receive an email reminder regarding an upcoming session 24 hours before it starts. This email notification will include your business' name and logo, the name of the session, the date, time and where will it be held.
• Payroll - Attendee Sliding Scale Pay RateIn this pay rate, the instructor is paid based on how many clients attended the class, not per attendee. Instructors are paid based on how many clients attended based on the sliding scale.
• Payroll - Configuring Trainers/InstructorsThe next step in setting up Payroll is to assign your new pay rates to your existing users/trainers. That way, your trainers will be paid based on the rates you've created.
• Payroll - Package SetupPart of the setup process for Payroll means making some minor updates to your packages, so Fitli knows how much money you'll be making off your memberships/packages.
• Payroll - Reporting and AnalysisNow we've arrived at the most important part of the Payroll system, the reporting! To access the Payroll reporting, head to the Reports section, and click "Payroll" on the left side. You'll be presented with a summary of the current month (the default view) payroll for your business.
• Payroll Reporting - OverviewWelcome to Payroll for Fitli - This feature allows you to track and pay your instructors. You can determine pay rates by attendees, classes or sessions, and pay your instructors fixed or variable amounts! We do all the calculations for you and provide you with all the information you need.
• Payroll - Session RevenueAs part of the payroll reporting feature, you'll want to know how much money you're booking per client, and per session. Head into a COMPLETED class or appointment to see how much GROSS revenue you're booking.
• Payroll - Setup and Pay RatesTo start setting up Payroll for your account, head to the "Admin" section, then click on "Payroll" on the left side.
• Promo CodeYou can control/limit what package/memberships or services promotions can be used on and/or limit how many times it can be used!
• Promotions - Include or Exclude ClientsYou have the ability to limit a promotion to specific clients. This can be done via inclusion or exclusion.
• Quick Booking for Appointments or How to Book AppointmentsThe "quick booking" feature allows you to book clients into repeating 1-on-1 sessions with just a few clicks!
• POS Terminal ActivationNote: Fitli provides ALL FEATURES TO ALL SUBSCRIPTION LEVELS, hence, we no longer charge $5 monthly for POS Terminal payment processing. The Fitli web application has not yet been updated to reflect this. Rest assured, you will not be charged $5 monthly if you activate this feature. However, there i
• Quick Booking for ClassesThe Quick Booking feature lets you add yourself as a client, or add customers as a business, to multiple upcoming classes at once, based on available sessions, packages, and expiration dates. With Quick Booking, you can quickly book in several future classes with a single click, add clients to class
• Relationships - Appointment Bookings!Your clients have the ability to book themselves and their relationships into CLASSES (see ). Your clients can also book themselves and their relationships into appointments!
• Reduce the Capacity of the Class Below its Current Number of ParticipantsIf your business relies on specific equipment to offer your services, you know what a pain it is when one of your machines or pieces of equipment break ahead of a fully booked class. You want to reduce the capacity and allow the class to get to that new capacity on its own without having to kick any
• Relationships - Getting Started Guide (Step 1 - How does it Work?)STEP 1 - RELATIONSHIPS - How do they work, what is it, and some definitions.
• Relationships - Getting Started Guide (Step 2 - Package Sharing)Package Sharing lets you turn on or off, the ability for clients to share their packages with other accounts linked to them. These packages can be shared for clients who have both ALREADY purchased them, or for clients who are purchasing them in the FUTURE.
• Relationships - Getting Started Guide (Step 3 - Creating Relationships)The first step in creating a relationship is to first head to your Customers List. Pick the client/customer you'd like to create a relationship for. Click "View" or click on their name to head into their Account Profile.
• Relationships - Getting Started Guide (Step 4 - Purchase Shared Packages for Clients and their Relationships)STEP 4 - Purchase a Shared Package for your Clients/Relationships
• Request Business ReviewsTo do this, head to the Admin > Business Setup & Customization > Business Tools sections and click the copy icon beside "Request Review" and send the link to your clients.
• Relationships - Overview and FAQDid you know you're able to allow packages to be shared by groups of people such as family, and friends? Instead of requiring each client to maintain an individual account with separate emails, logins, and packages, you can allow them to share all of the above!
• Reset All WaiversYour business has an existing waiver and you want to update it including having the ability to make your clients accept it who previously accepted your old waiver. You can reset your waiver with just a few clicks!
• Relationships - Getting Started Guide (Step 5 - Book your Client or their Relationships)Now that we've got a client, their relationship added, and a shared package purchased, let's start booking!
• Seeing a message, "The provided email address is already associated with an account"? Here's why!Are you trying to add a customer to your client/customer list, but seeing an error message, "The provided email address is already associated with an account"? If so, then your client ALREADY has a Fitli account!
• Reviews Option - Don't ask Again!Reviews are what help you, the business, and clients, connect over the quality of your service. They help you see how the clients are responding, what they like or have suggestions for improvement, and provide valuable feedback to your business! However, some clients don't want to be asked each time
• Send Your Customers a Fitli Sign Up LinkThe "Sign Up Link" would allow you to easily invite your new customers who have not registered for a Fitli account yet to sign up.
• "Select-All" user interface!If you have a lot of class or appointment services for your business, you might have found it exhausting to individually add/remove items from your packages. To add all items, click the "Select All" option on the services pulldown. You can uncheck the ones you don't need, or use the multi-selector t
• Session Adjustments and Expiration DatesHere's how to edit/change session quantities and edit/change expiration dates.
• Service Description and Service NotesThe Service Description and Service Notes have the same function. The Service Description can be seen by your clients while only your business can see Service Notes. The Service Notes will act just like Service Description. It's populated from the services section. If you'll make any updates on the
• Session, Class or Appointment Profile: Things to knowA Session Profile is also known as the Class or Appointment profile. It's where you can change or make edits to your class, adjust the class size, add or cancel/remove clients, or remove/cancel the class. It's your one place to make most of the adjustments you'll need! Let's review the steps to make
• Session Expiration MessagesAs a service to your clients, Fitli provides information on when and how soon client packages/memberships are expiring, based on several criteria.
• Set a fixed Expiration Date for your client's package/sessionsPackages/sessions expire based on how you configure the package. The expiration date of a package and any associated sessions are generally set based on the purchase date of the package. If you set an expiration period of 1 month, then any sessions and booking capability will expire 1 month from the
• Setting up Appointments for Your BusinessTo configure appointments (one-on-one sessions with clients) for your business, there are three main things you'll need to do:
• Set Client Renewal or Charge DateSetting your clients' automatic renewing packages' next charge/renewal date is simple! Here's how.
• Signing up for a Fitli Business AccountTo sign up for a Fitli account, you've got TWO options. You can sign up for an account with or without payment processing.
• Understanding the Different Usio Enrollment StatusThis guide will help you understand the different Usio Enrollment Status.
• Understanding your Disbursement ReportThe Disbursement Report summarizes the amount of funds that will be deposited to your account on each day and shows all the transactions that are part of that disbursement. This report will show Card and/or ACH disbursements (if you accept ).
• Updating Client Balances with Specific ServicesCurrently, after a client makes a purchase of a package, it's difficult to edit the classes, services or appointments that are included in that specific package. We wanted to give you, the business, the ability to modify specific purchases of packages for each client. This will allow you to, for exa
• Usio Descriptors: Identifying Funds in your Bank AccountOnce you complete Usio’s enrollment process, we’ll activate Usio payments for your business. This will give you access to additional features like accepting from your clients and activating . Typically, ACH and card transactions are bundled on a 24 hour basis and then are disbursed within 2-3 bu
• Usio: Disbursements and Processing FeesIn line with our payment processing transition to Usio, we changed our process. Instead of getting your "Net Settlement" deposits, where fees are deducted for each sale transaction and you receive only your funds after fees, gross settlement will now deposit 100% of the amount processed from your cu
• View Bookings Report for a Single SessionViewing the bookings report for a single session is easy. Just follow the step-by-step guide below.
• USIO: Client Refunds and VoidsRegardless of the payment source, refunds will be processed immediately once you submit them. Voids can also be processed in the full amount for requests made before the transaction has batched. Batching occurs once per day in the evening. Funds will be debited directly from your bank account. There
• Waitlist for ClassesYou can enable "waitlist" for your busy or popular classes. Once you update settings on a class, you (and your clients) can add them to the waitlist. If a user withdraws, everyone gets a message telling them a spot is available. Here's how to enable waitlist for your busy classes.
• Waiver ConfigurationAs a business, it is important to have your clients accept a waiver prior to purchasing a package/membership or booking a class or an appointment. This will let you know that your clients accept your company's terms and conditions.
• What are services, and how do I create them?Here at Fitli, we think of services as the "Things you do" - classes, appointments, what kinds of services does your business offer? They can be spin or yoga classes, Pilates or personal training appointments. Services are individual items that you schedule on the calendar.
• What happens if I try to purchase a duplicate auto-renewing membership for my customer?This feature will help prevent duplicative purchases of auto-renewing memberships of the same type.
• What is a package and how to create one?A package is a group of services - such as a membership that includes a limited or unlimited amount of classes or appointments. For example, a "Monthly Unlimited Pass", or "10 Punch Card", is an example of a package/membership.
• What Options are there to Handle Late Cancellations?This feature will help you effectively manage late cancellations for your classes and appointments. While the standard response for cancellation policies is to prevent clients from withdrawing from sessions once the cancellation policy has gone into effect, these custom responses will allow clients
• Why are you asking for my credit card when you have a Free 30-Day Trial Membership?We encourage businesses to sign up for a free business account to take advantage of our one month free trial to access all Fitli features. You can sign up for a free business account . Maybe you're asking why we ask for your credit card details upon registration. We do ask for your payment informati
• Why am I being asked to update some of my business information? What's this about a new payment processor?Hello and welcome to Fitli! If you're a business, you might have noticed you're being asked for some new and updated Business Information. Specifically, in the "Business Contact Info" and "Payment Processing" sections. These sections have some new requirements for our upcoming payment processor chan
• Why can't I book a specific time slot for a client's appointment with a trainer?So you're trying to book an appointment for a customer with a specific trainer, and you aren't able to find the correct time slot you're looking for? Maybe that time slot isn't showing up or it's not appearing in the list of available times? In the screenshot below, I've shown how this will appear -
• Why can't I book into a class, or why can't my clients book?There are a few reasons why this might be occurring, here's the common reasons and the solutions.
• Why is my facility showing thrice on the notifications sent?Once you or your clients booked a session, an automated email notification will be sent out. It consists of your business' name and logo, your client's name, the name of the session booked, the date and time and where will it be held. If you added a link of the location/facility, your clients will b
• Withdraw From All OptionDo you have a client that for some reason, might be leaving, suspending their account, or do you just need to remove them from all their upcoming classes? We've added a new "Withdraw From All" option so you can do this with just a few clicks. Here's how.