You'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 calendar, we hope it helps! Current Time Indicator on the Week Calendar View. Current Time Indicator on the Daily Calendar View.

You 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... Step 1: Go to Admin on the top menu Step 2: Click Business Setup & Customization on the left Step 3: Click 'Business Tools' Step 4: Scroll down until you see the 'All Memberships' pulldown. Step 5: Select the package/membership.  Now that you have the deep link for the specific package, just paste it into wherever you need it - Facebook, Twitter, your business website, email, etc.

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 to add several items at a time! Select All option To quickly choose several items, you can use the 'Select All' option, then uncheck the items you don't want, or choose multiple items using the checkboxes.

You can EDIT or CHANGE a Package/Membership UNTIL a customer/client purchases that package or membership. After creating a new package, you can click the 'Edit' button, and edit ALL fields in the package/membership interface. See the screenshot below: However, after a client purchases that package or membership, we now 'lock-in' the details so they can't be edited. If you want to make a change, you will need to turn OFF the package and create a new one.

The Account Balances Report will show you your clients' remaining sessions, next payment date or expiration date and more! First, go to 'Reports' on the top menu and then click 'Account Balance' on the left side. In this example, the client's 'Next Payment Date' (same as the 'Next Charge Date') is on 10/18/2023 for the 'Monthly 10' membership. You can use the keyword box to filter. You can find when the 'Next Charge' (same as the 'Next Payment Date') on your customer's profile under 'Auto-Renewing Plans'.

You 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 cannot purchase it by inclusion or exclusion! You can set these up on the +Add Package/Membership page.

There are now TWO ways you can add emergency contact to your profile as a Client, and ONE way as a business. Customers - Client Adding Emergency Contact If you're a client or customer, you can add an emergency contact during both the account creation process, or from inside your Personal profile. Option 1: New Clients - Account Creation Process  If you're a new customer, when creating your account, part of the signup process is to enter some personal information so your business can get to know you better and we can provide a better tailored service.

This feature would easily make booking appointments efficient and help you determine which of your users have appointment availability configuration issues. SOLO USER If you're a solo business user, you're the owner and professional, you are automatically the default professional when booking appointments, as long as you have BOTH availability AND appointment options set. If you have yourself and another trainer, you can easily set the default trainer. Here's how.

When 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! First, head to the class or session you'd like to add the clients to. Then, click the 'Add Participant' button to start adding clients. Then, head to your client list and choose a customer to add. Once you add the client in, you'll see we've highlighted their profile entry in the customer list, so you know at a quick glance who's in THAT SPECIFIC class.

Fitli 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 support that too! Here's your guide on how to set this up. There are THREE steps involved in setting up your business for free bookings:

More about Bookings Report! Sections: The Bookings Report has 2 sections: Bookings Report By Transaction and By Service. Bookings Report By Transaction Bookings Report By Service Search Box, Pulldowns and Pagination: You can search/filter by using the pulldowns at the top of each section. Both sections default to the 'Month to Date' view. You can filter your search by clicking any of the options on the pulldowns.

There'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 Customers List. A 'lead' is a customer who has signed up from your portal (schedule and/or calendar page), but has NOT made any purchase or booked a class.

You can book your clients' Relationships into the Waitlist, here's how... You can set this up on the Session Profile. To do this, click the class on your calendar to open the Session Profile, turn on the 'Enable waitlist' slider and hit save. Once the class is full, similar to the one below, you'll see the +ADD TO WAITLIST button on the lower left side of the Session Profile.

We 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. To start with the List view, choose the 'List' option on the right side of the menu bar, just below your name and above the calendar view. When you choose the 'List' view, you'll see your classes are organized by date and time.

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. On the class calendar, there are several visual indicators of what's going on with a class. In the screenshot below, you can see a normal class with available spots (1), a class that is full (2), and a cancelled class (3).

Do you need to add Sales Tax to purchases for either Retail Products or Services/Memberships and Packages? Yes you can! To enable/turn on Sales Tax for your business, head to the 'Admin' section, then look for 'Sales Tax' under the 'Products and Services' menu. Choose 'Sales Tax', then turn it on. You'll be prompted to enter a Sales Tax amount in percentages, this should be the percentage you want to add for each purchase (you'll tell us WHICH items you want taxed later in this setup).

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 Fitli.com branding. Here's an example of how the new notifications look and where the content in the messages comes from: Booking / Notification Email

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. NOTE: For privacy/security reasons, we are restricting the ability of a business to edit a client's email address. Please have the client update this information or contact Fitli to change this.

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. Of, you want to get the customer quickly added in, and will update their email address later when you have it? Since our site is built around using the email address as the customer's 'login', how do you as a business or a client signup for a Fitli account without an email address?

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 payments into one to make things simpler. To create a new business under your existing login, you will first need to switch to your Personal account by clicking on your name in the upper right-hand corner and then selecting 'Personal.

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 your hosted provider. You'll need a bit of technical knowledge on adding custom HTML or embedded code on your business website in order to get this working - if you have questions, just reach out to support@fitli.

It's the end of the year, tax time, and 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. You can access all the required information you'd need to generate this data for your client via your Reports section of your Fitli account. You might wonder, "Why don't you do this for me?

We're working to add the ability to remove or delete customers from your customer list. However, there are two items to consider. If the customer has NO transactions with your business, no scheduled classes, and has essentially never 'done anything', we are sometimes able to remove them (maybe adding them was a mistake or a typo?). If the client has a 'claimed' account (they signed up for a Fitli account, are actively logging in, etc.

As a business, your priority is your customers - and sometimes you may need to help a customer with getting added to your client list. If a client is already in your client list, but hasn't received their email invitation to join Fitli - you can resend it, here's how. Step 1: Head to the Customers section of your business account, then click the customer's name or 'View' next to the customer name

You can book an appointment or class directly from the convenience of your phone! Iphone Users: Iphone users can download the Fitli app HERE, or use your mobile phone's browser via the website. Just open up your mobile phone's browser and head to the schedule/calendar page of your favorite business, and start booking! Or, log into your Fitli account, then use the 'My Business / Find Business' section to search for a business to book with.

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. Sections: The Sales Report has 2 sections: ‘By Transaction’ and ‘By Customer.’  The Sales Report By Transaction section will show all sales, refunds and voids completed for the business.

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.  Update your Settings First, head to the 'Admin' section of your Fitli business account, and go to the Business Information -> Business Profile area. Scroll down, click the boxes next to 'Retail' at the top, and then 'Retail' near the bottom to add the Retail product category to your business.

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! Contact All Customers in a Class To contact all customers/clients signed up for a class, head to the Session Profile for that class. From the calendar, click on the class, then you'll see the screen shown below:

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. We also realize that it doesn't make sense to reinvent the wheel - those products are already great and sending out very high quality emails and helping you to manage a customer list.

You can remove or hide your clients who are no longer involved with your business with just a few clicks Here's how. Make Customers Inactive From the main 'Customers' list, you will see a column titled 'Active?' Click on the 'yes' to turn a client inactive, or 'no' to make them active. It's that easy - click to hide and click to un-hide! Or, if you're in a client's profile and you'd like to set them as inactive, click the 'Active?

You've got classes and appointments on your schedule/calendar but you want to know who is actually showing up and who is not attending. Well, with the check-in feature, you can check off clients as they show up, and run a report to see how full your classes are!  Setting up Your Services for Check-In To start out with check-in, visit the 'Services' section, and click 'Edit' next to any service you'd like to enable check-ins for.

Previously, your business class calendar would 'start' at 12am, no matter what classes, schedule, or business hours you may have configured. You can set your class calendar to start later in the morning, let's say at 4am. To set this, head to the Admin > Business Profile section. At the bottom, set your 'Business Hours'. The EARLIEST business hour you set will be where your class calendar starts. Now, when your clients view your class calendar via a link, the embedded calendar/schedule on your website, etc, they will see the class schedule starting at the earliest time you designated in the Business Hours section.

In 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. We've recently added a quick update option from the main Customer List based on your feedback. There are two easy ways to do this:

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. To add a photo to a customer, head into their Customer Profile from the Customer List. Then, under 'profile photo' choose the 'Choose File' button to upload a photograph from your local computer.

If 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? The banner message will appear like a heading on your clients' end on your business profile, public schedule and appointments sections.

Previously, we've discussed how to create a banner message 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. Retail Products To add a link for your merchandise/retail product on your banner message, add a retail product on the Retail Products section.

For 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... Head over to the 'Admin' section of your account. Click 'Business Setup & Customization' at the left. Click 'Customer Onboarding'.

You can do a lot of things on your Customer 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' and set the default customer list view (first name or last name). Options: 1 - All Types - Search and sort between leads and/or clients!  2 - 'Select Date Filter' lets you search and sort your client list by a specific date range.

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). Note that Braintree and Usio differ in process. To check where you can see how much is deposited to your account and when it's disbursed, we have 2 separate guides.  Braintree: Processing Fees and Disbursement Dates for your Deposits

Your clients can begin the appointment booking process more quickly with the Appointment Booking link! To find your unique appointment booking link: 1 - Head to the Admin section  2 - Then click Business Tools on the left side under Business Setup & Customization  3 - Then find the 'Appointment Link' section This URL is your business-specific appointment booking link! Just click the 'copy' icon on the right side of the URL to copy your link, then use it in emails, on your business website, social media, wherever you'd like!

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 authorization during purchases or adding the card to their account for renewing card payments/memberships. Rest assured, the digital security of your card is of utmost importance to us and our processor, and having CVV verification, along with 256-bit encryption and some of the strongest security measures, allows us to help protect your information.

Your customer's/client's credit card information is stored with our secure processor, Braintree, on their servers. Fitli does not store any credit card numbers for either our businesses or customers on OUR servers. Read more about Braintree's security policies and practices! Also, none of our employees or staff can access you or your business's credit card numbers or billing information! You're safe with us!

If 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. First, head to the Sales Report By Transaction section, and click on a note in the 'Funding Source' column pertaining to the purchase you want to update. Clicking on the note brings up a popup to edit or change the note.

Need to reschedule? As long as a scheduled class is empty, the date and time are able to be edited.  First, select the class on the calendar you'd like to change the date/time for. Then, choose the 'date/time' section at the top of the Session Profile. Clicking on either the date or the time will pop up a window allowing you to change it. The system will automatically extend the end time based on how long the class is scheduled for.

Electronic Waivers: You 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 Administration settings, click 'Business Setup & Customization at the left. Then, click 'Customer Onboarding' to open 'Waiver Configuration'. Choose it, then either: Turn 'on' or 'off' the requirement for waivers, and/or Turn 'on' or 'off' the requirement for the waiver link to be physically clicked on, requiring customers to click on the 'Read Waiver' link, where they cannot accept the waiver unless they've clicked on the link.

This section helps your business avoid any Cross Origin Security issues your customers might be having.   Some browsers, mainly Safari and Chrome (depending on their configuration) will occasionally give a security notification to your customers. This notification is due to the Fitli embedded calendar displaying content in an Iframe. To solve this, you can turn on enhanced security for your business, and put the URL/Domain of your embedded calendar into the Embedded Calendar section.

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). To do this, login to your Fitli business account. Then, click Reports at the top menu. In the example below, we'll export the Sales Report By Transaction data.  Use the pulldowns at the top to filter out the needed data.

Here at Fitli, we're all about providing you with the best customer service. If you want to revisit setup, troubleshoot a complicated issue or have a lot of questions that need to be answered, you can book a Support Call here: https://calendly.com/fitli-team Note that we're normally fully booked. Don't worry! We offer some of the industry's leading Customer Support (check out our 5 star ratings on Capterra!), and offer other support options including:

You 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. IMPORTANT:  The payment request is only good for the client it was sent to.  The link will only be good until payment is made. Once payment is made, any attempt to use the link again will be met with a message that the payment request has been completed.

So 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. For the professional - a client might call or email, saying, "I want a private appointment with you for a 60-minute private yoga session". How would you book that? Easy! BUSINESS GUIDE Step 1: As a professional or business owner, head to your main Calendar page.

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? Now, we've made it easier for you. Here's how... Step 1. Create a Retail Product To do this, go to 'Admin' on the top menu then click 'Retail Products' on the left under 'Products & Services'. Step 2. Create a 'Retail Product' for your Gift Certificate

Here's a comprehensive guide on how to easily manage your clients' auto-renewing memberships The Problem: Clients who are on periodic auto-renewal of their memberships, either by credit card, check, or cash, can run into problems where their payment method fails due to insufficient funds, expired credit card, invalid zipcode etc. Please note that we at Fitli, allow you to set up a check or cash auto-renewal, this method is not recommended - as there is no automatic way to renew these accounts when they fail (because there is no credit card to charge, they will fail and their auto-renewing memberships will be paused).

If 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. Getting Help on the Sales Report: Getting Help on the Services Page: Hope you find these helpful! You can also access our Helpdesk HERE.

You decided to process credit card payments for customers and allow them to process credit card charges through your Fitli account. We activated credit card processing for you after a quick vetting process required by our payment processor, Braintree. The vetting process takes up to 3 business days, but most often, it happens within a few hours. You'll receive an email notification once it is approved. Once credit card processing is activated, you can accept credit cards and we're integrated with managing your client's credit cards, depositing your revenue into your account, and processing monthly credit card auto-renewals.

Donating to a charitable cause can be deeply rewarding, and it can help support your business and others during these challenging times! You have THREE options to allow your clients to donate/purchase with variable amounts. Please follow the guide below to determine which option is best for you, and how to set it up. Option 1: Allow CLIENTS to decide how much they want to pay In this option, you can create packages/memberships/retail products with 'variable' amounts that clients can decide how much THEY want to pay.

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! To set up appointment availability, here are the steps you should follow. Step 1: Head to the Admin section of your Fitli Business account. First head to the Admin section, click 'Business Setup & Customization' on the left and find the user/trainer for whom you'd like to adjust availability.

Do you have a client who is on an auto-renewing membership, and for some reason, you need to 'cancel' their auto-renewing membership? Well, we make it easy, here's how! Step 1: Identify the Customer First, you need to determine who the customer/client is you're looking to cancel. Head to the 'Customer' section after logging into your Fitli business account, and locate the member, either by clicking on their account 'view' link or by searching for them.

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. You may now charge your clients miscellaneous fees without needing to add any additional services, packages or products under products and services. To do this, go to your customers' list and click the purchase link beside your customer's name.

Wondering how your clients can proactively give you and your instructors tips? Here's a quick guide on how to do it. Update your Settings First, head to the 'Admin' section of your Fitli business account, and go to the Business Information -> Business Profile area. Click the boxes next to 'Retail' at the top, and then 'Retail' near the bottom to add the Retail product category to your business.

Often, you might want to change or edit a service, or a package/membership after you've created it. Say you change a price, or you adjust the services inside a package. Now, you can edit/adjust all of the selections in a service! Service: Now, you can adjust ALL of the items related to a service. Click 'Edit' next to the service name, and change away! See the screenshot below for details on exactly what can be changed - oh wait, you can change EVERYTHING!

If you're looking to see new clients or customers and when they've been added or signed up, head to your Customers List. Once there, look for the 'Date Created' column. Click the 'Date Created' column twice to sort by newest to oldest. Then, you'll see the list of your customers and can view who's signed up on which date and how many new customers you have! If you have any other questions, please reach out at support@fitli.

The first step in getting clients to schedule or book is to have customers attached to your business! Steps: 1 - Log in to your Fitli business account. Once you're in your business account, click the 'Customers' tab at the top navigation, shown in the screenshot below. This will take you to the list of your current customers. 2- To add a new client/customer, click on the '+ Add Customer' button on your top right hand side.

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 a set of permissions to determine at which level your employee (a.k.a. user) can have access to your business site. With fitli, you have the ability to have multiple employees or users, including trainers, front desk staff, co-owners, and bookkeepers - all with the own specific level of 'access'.

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... and when we say whatever color you want... we mean it... You can choose from millions of options. Here is how you do it. Navigate to your 'Services'

You can change the date or time of a class, as long as no participants are booked into the class. To do this, you will simply select the session you wish to update from the calendar. Once you are in the Session Profile view, you will be able to update the date or time at the top of the screen. Once you have updated the date and/or time of the session, be sure to hit 'Save' to save your changes.

You 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: Step 1: Login to your fitli.com business account, and head to the Calendar page, then, click on the general area you'd like to 'block' off.

If your current business credit card on file is expiring, or you'd like to update/change it, it's easy! Step 1: Log into your Fitli business account. Step 2: Select your business account by using the pulldown menu in the upper right. Step 3: Choose 'Admin' at the top. Step 4: Click 'Business Information' then 'Business Billing' on the left. Step 5: Click 'Choose Another Way to Pay' in the right side card screen to either add another payment method, OR, to delete your existing expired or old payment method, click 'Edit', then click the red 'X' to remove your old card.

To add or update your business logo, login to fitli.com with your business account. Then, head to the 'Admin' section of your profile. Click on the 'Business Profile' section on the left side under 'Business Information, and scroll to the bottom. You'll either see: Business Logo - Choose file button (no file chosen) Business Logo - Remove Logo Depending on if you already have a logo, or if you are changing your business logo.

For businesses who have NOT STARTED or whose payment processing is PENDING, you can add/update your Tax ID on the ADMIN > Business Information > Business Contact Info page. Simply enter your Tax ID number on the 'Federal Tax ID Number (EIN or SSN)' field then click 'Save' at the bottom. For businesses whose payment processing is ACTIVE, the 'Federal Tax ID Number (EIN or SSN)' field can no longer be edited.

You can view your instructors' reviews with just a few clicks. Here's how... Click 'Admin' at the top menu. Then, click 'Business Setup & Customization' on the left to open your 'User List'. You'll see a 'Reviews' column on your 'User List'.  The stars indicate the average or overall star rating of your user and the number beside it indicates how many reviews they've received. If you're not seeing anything beside your user, it means that they have not received any reviews yet.

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 reviews, you can take a look and see how you're doing and what your clients think of you and your business.

You 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!  Step 1: Create or Edit a Class Service First, you'll either need to create a new service, or edit an existing service and enable the 'hidden' ability.

Adding 'Schedule Now' CTA buttons Link to classes: Another option your business has to promote/schedule your classes is to use a 'Book Now' or 'Schedule Now' call to action button on your site. You can link directly to a fitli class or a day/week/month view. Here's how to get started. Step 1: Either use an existing 'Book Now', 'Schedule Now' button in use on your website, make a custom one, or ask us to make one, it's all included in your fitli account.

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 viewing and booking classes/sessions with fitli and your business. Wondering how to add a button? Here's the link directly from Facebook's help pages:

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! Prerequisites: In order to schedule an appointment or class, you'll need: - At least one service, either a class or appointment (Refer to How to create a service article for more details) - At least one facility (Refer to How to add facilities article for more details)

Occasionally, you will run across a new client or customer who signed up for a Fitli account WITHOUT using a referring 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 customer list. Here's how to solve this - and get them connected to you!

As 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. If you already have a package set up, you just need to create a free or a 100% discount promo code. Otherwise, you can create a new one and add the services you want to associate with the package. You can check this guide. Add a free or a 100% discount promotion that you can use to purchase the package for free.

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! To add/customize facilities for your business: Step 1: Login to your Fitli business account. Step 2: Click on the "

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! Step 1 - Log in to your business account. Step 2 - Visit the 'Customers' page, and locate the customer you wish to adjust the billing date for. Click 'View' or the customer's name, then at the bottom of the page, you will see details of the customer's auto-renew membership under 'Auto-Renewing Plans'.

When 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 process will lead you to the purchase flow that requires your customers to make a purchase before booking.

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. Cancelling a Class: Cancelling a class LEAVES the class on the schedule, but makes it so no one can book the class.

How to change your business' password within the Fitli site You can easily change your current/temporary password within the site, here’s how… Log into your account and go to the 'Personal' section. On the 'Personal' section, click 'Account' at the top menu. You'll be directed to the ‘Change Password’ section of your account. To change your password, enter your current/temporary on the 'Enter Current Password' field. Then, enter your desired password on the 'Enter New Password' field, re-enter it on the ‘Confirm New Password’ field to confirm and hit SAVE.

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: A percentage discount (50% off, etc) A dollar amount discount ($10 off, etc) To create or edit promotion codes, follow the steps below: Step 1: Log in to your Fitli business account. Make sure you are in your business account, by checking that your business name and/or logo shows up on the left side.

Definition: De-activating a service means to make an active service become inactive. An inactive service will not be listed when you create a new session/class. Please note, de-activating a service will not remove or cancel any session/class that is tied with the service. Steps: Step 1: Log in to your fitli business account. Step 2: Go to 'Admin' on the top menu bar, click 'Products & Services on the left side.

We 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... Step 1: Create or Edit a Class Service First, you'll either need to create a new service or edit an existing service and enable the 'Hide Attendance' ability. Go to 'Admin' on the top menu, then 'Products & Services' section on the left, click 'Services, and then click 'Add Service' to create a new one or click 'Edit' to edit an existing one.

Linking your online classes or video conferencing link is easy with Fitli!  If you are a business who conducts classes online or wish to meet your clients via video conferencing using Zoom or other tools due to the recent pandemic or something else, you can plot the schedule on your Fitli calendar, accept bookings, process payments, and direct your students to the platform where the class will be held! Essentially, you'll be updating the class/appointment "

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. Customer List To export your existing customer lists from MindBody, follow these directions: Step 1: Head to the 'Reports' section of your Mindbody Account

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. To export your existing customer lists from Zen Planner, you need to run the "People Report". To do this, follow these steps:

We received a lot of inquiries on how to merge customers' profiles. Why is there a need to merge? You added your customer on your Customers' list and then they ALSO decided to sign up using a different email address. Both profiles may have 'Account Balances', but your customer is not seeing the package or the drop-in session you purchased on his behalf on their managed account. Your customer would like to keep the account that they signed up for and you, the business, should merge the account so the balance of the other account will be transferred to your client's managed account or the account he signed up for.

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 do this. Here's how... Create a 100% Promotion Code Login to your Fitli business account. Click 'Admin' on the top menu, 'Products & Services' and 'Promotions' on the left side and then click '+ Add Promotion' on the upper right side.

Have you ever had the problem where a client cancels 5 minutes prior to a class or appointment or is a no show? Or, do you want to limit how soon before a class or appointment your clients can book or cancel? Well, with Fitli, we let you define booking and cancellation policies to save you time and streamline your business operations. All of these booking and cancellation policies apply to when CLIENTS can book and/or cancel/withdraw.

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 your services (Eg. Yoga Workshop). First, you need to go to 'Admin' on the top menu, click 'Products & Services' on the left side then '+ Add Service' on the upper right side.

As a business, you'll need the ability to update or remove your client's personal credit card from Fitli so you can continue purchasing for them and they can enjoy uninterrupted service. Don't forget, our credit card processor, Braintree (part of PayPal) securely stores your client's credit card in their digital vault protected by industry-standard encryption and security! Your client's data is safe with them and us! Click HERE to know more about Braintree's security processes.

Steps: 1- Log in to your fitli account 2 - Go to "Personal" section, then "Account", then "Account Type". You'll see something like this: You'll see that your current account type is "Personal". To upgrade your account to Professional or Business type, click on the "SELECT" button accordingly. Notes: If you want to upgrade to a Business account, you'll need some information about your business for the signup process.

Steps: 1 - Log in to your fitli business account 2 - Click on 'Customers' at the top menu This will list all customers at your business. 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. 3 - On your customer's profile, scroll down at the bottom, you'll see:

Definition: Visit history includes all classes / sessions that this customer has attended at your business in the past. Prerequisites: Visit history just shows only classes / sessions that this customer has booked and attended via the fitli platform. Steps: 1 - Log in to your fitli business account You will see at least 2 sections on the pulldown on your upper right hand side: 'Personal' section and your business name.

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... Go to the Personal section of your Fitli account by selecting it from the arrow down button beside your name on the upper right side of the page. Click 'Book Activity' on the top menu and then hit 'View Schedule' on any favorite business.

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. Step 1 - Log into your Fitli business account Step 2 - Click on the Admin link at the top (see screenshot below)

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... Exporting your Customer List FROM Fitli: Log into your business account, and click on 'Customers' at the top menu. Then, based on any sorting or filters you've applied (or haven't applied), clicking the 'Export to CSV' button will download your customer list to your computer, phone, or tablet.

We understand sometimes things don't work out, business needs change, or timing isn't quite right for getting up and running with booking and scheduling software. That's why we're offering the ability to hibernate or suspend your Fitli account for $10 a month. For a monthly fee of $10, we'll keep your business information, current customers, classes, products and account all in our systems - and even give you access to manage your account and make changes.

Unfortunately, Fitli is not HIPPA compliant with the saving and retention of customer data, including medical information. Rest assured, we do employ all industry-standard security protocols and are PCI compliant Thanks for your interest! -Team Fitli

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. Option 1: Add your Customers Manually To add your customers manually without sending them an invitation email to join fitli, go to the Customers tab at the top menu. Then, click + Add Customer, fill out the modal, use a placeholder email similar to the one below and hit SAVE.

Are you looking to print your Business'/ Classes' Schedule so you can post it anywhere? Yes, you can! Here's how... Step 1: Find your Business Calendar Link First, you'll need to locate your business calendar link. After logging into fitli.com, head to the 'Admin' section, and click on 'Business Setup & Customization' then 'Business Tools' on the left. Look for the section titled 'Book Link'. Click the 'copy' icon beside it to copy the link to your clipboard.

You can send a link directly to a class or an appointment to your clients with just a few clicks! Here's how... Click into any class or appointment that's already scheduled on your calendar. In the upper left corner, look for the 'copy link' icon. Click that and you'll have the specific class/appointment URL/link copied to your clipboard. Then, paste that link into an email, social media, etc, and you'll have a direct link your clients can use to book or schedule.

Your 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.  You can control your clients' notifications reminders with just a few clicks. You'll see 2 sections under Notifications: 'Notifications to Business' and 'Notifications to Clients.' The 'Notifications to Business' section is where you can control what business notifications you want and not want to receive from Fitli.

As 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 sessions have almost run out and when their packages are about to expire. Purchase Notification Email When you or your clients purchase a package/session (drop-in), you will be notified via email about the purchase.

We have several payment types/sources that you'll see during the purchase flow: 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, coupon number, Groupon purchase number, anything you'd like! Also, you can then search/sort on the Sales Report By Transaction section the same payment sources/funding sources.

Welcome 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. There are several parts to the Payroll Reporting system: SETUP and PAY RATES (Turning the feature on and defining your pay rates) CONFIGURING TRAINERS/INSTRUCTORS (Setting up your trainers/employees) PACKAGES (Setting up packages and default revenue amounts) SESSION (Viewing the revenue per session) REPORTING(Viewing and Understanding your Reports) To get started with Payroll, we first recommend you review/read this guide, then start out by setting up your first Pay Rate.

To start setting up Payroll for your account, head to the 'Admin' section, then click on 'Payroll' on the left side. Turn the slider ON to turn on Payroll. Then, click on 'Pay Rates' to start configuring your first Pay Rate. PAY RATES To understand Pay Rates, think of them as a 'definition' of WHAT you are paying your instructors FOR. Similar to saying, "I pay my instructors XX dollars per session, or per client, or splitting % of revenue"

The 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. To start out, head to the Admin section, and click on 'Users'. Then, click on 'Edit' next to the name of the trainer you'd like to setup the pay rate for. Once in your instructor's profile, scroll to the bottom, and choose the pay rate on the pulldown.

Part 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. To start, head to your 'Packages/Memberships' section, and choose a package to 'Edit'. Once in your package, you'll see a section, called "Estimated Gross Revenue". This section is determined by a calculation, depending on if the package is LIMITED or UNLIMITED. Let's learn more about the Estimated Gross Revenue.

As 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. Don't forget to check-in your clients and hit save if you're paying out based on how many clients actually ATTENDED your class as opposed to simply booked into the class. Now, head to the Payroll REPORTING section to wrap up and see how much to pay your instructors!

Now 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. This report is searchable/sortable by instructor, specific pay rates, or time frames, and each column is sortable ascending or descending. In the first part of this guide, we'll cover each column of the Payroll Report, how it's calculated, and what it means.

Attendee Sliding Scale In 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. You can set this up on the 'Add Pay Rate' page. You'll see the 'Attendee Sliding Scale' option. This is defaulted to 'No' like the other options.   After turning on the slider, the 'Create and Select Scale' section will appear.

You can control/limit what package/memberships or services promotions can be used on and/or limit how many times it can be used! Each option will be available on the 'Add Promotion' and 'Edit Promotion' views. Let's discuss each section briefly. Limit the Promotion for Packages/Memberships or Services This section will allow you to limit the packages and/or services you want to apply the promo on. Turning the slider on will give you several options.

You have the ability to limit a promotion to specific clients. This can be done via inclusion or exclusion. You can set this up on the 'Add Promotion' page. Scroll down to 'Limit who can use the promotion' option. This is defaulted to 'No' like the other options.  After turning on the slider, the 'Include clients' and 'Exclude clients' sections will appear. Click 'Include clients' to make the promotion available to select clients or 'Exclude clients' to make the promotion unavailable to select clients.

The 'quick booking' feature allows you to book clients into repeating 1-on-1 sessions with just a few clicks! Here are the steps. Step 1 (Setup): Head to the Appointment booking section from your calendar Click on the 'Scheduling' button on the left side of your Fitli calendar, or click any open spot on the calendar to enter the appointment booking section. Step 2: Choose your Appointment Options and Book

The Quick Booking feature allows you to add yourself (clients) or your customers (as a business) into multiple classes into the future (depending on your sessions, package and expiration dates of course). Some of the features of Quick Booking are: 1-Click add to multiple upcoming classes Add to class waitlists Integrates with the payment process in case you/they don't have enough sessions or a membership Saves you time! Q: How do I get into the Quick Booking process?

Did 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! There are several parts to the Relationships feature. To get started , we first recommend you review/read these guides:   Step 1 - How does it Work?

STEP 1 - RELATIONSHIPS - How do they work, what is it, and some definitions. Before we get into the fun part of relationships, let's define some terms and explain what it's all about. RELATIONSHIPS allows for sub-accounts or 'child' accounts to be added to a client's full account. Purchased packages that are set to 'Shareble' can then be shared by clients and relationships added to their accounts. This means that you and your clients can book the 'child' accounts into classes or appointments using the shared package.

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. CREATING A NEW SHARED PACKAGE If you're making a new, shared package, head to your 'Products & Services' section like normal, and navigate to the 'Packages & Memberships' section.

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. Scroll to the bottom, and click on the '+Add Relationship' link. This takes you into adding a relationship to the client.  Complete the 'Add Relationship' account profile then hit save twice - it's very similar to what you see when you create or view a new client's account page.

STEP 4 - Purchase a Shared Package for your Clients/Relationships Now that you've got your client and their new relationship, you might want to purchase a shareable package for your client to share with their relationship (or book using their existing relationship - see Step 5.) To purchase a new package for a client, follow the same steps you currently use to purchase a package/membership for clients. Head to the Customer List, choose the client you'd like to make a purchase for, and click the 'Purchase' link:

STEP 5 - BOOKING YOUR CLIENT AND/OR THEIR RELATIONSHIP ACCOUNTS Now that we've got a client, their relationship added, and a shared package purchased, let's start booking! First, we need to find the class on the calendar/schedule that we want to book. Click on the class, then the 'Add Participant' button. You'll be directed to your Customers List to choose a client to book. As shown in the screenshot below, clicking the 'Add to Session' next to the client's name adds the CLIENT to the class.

Your clients have the ability to book themselves and their relationships into CLASSES (see Relationships - Client Bookings). Your clients can also book themselves and their relationships into appointments! Here's how to get started: For Businesses: If you're a business and want to book your client and/or their relationship into an appointment, nothing changes in the way you book a client into a class or appointment. Instead of choosing the client, you'll choose a relationship.

You can request clients to leave reviews for your business. To 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 to prompt them.  The link should look similar to the following: Use the Request Review link to post on social media, in emails, anything you'd like! When clients click and then sign in, they're prompted to leave you a review.

You can request a refund for any purchase showing on your Sales Report with just a few clicks! Here's how… Requesting Refunds To start the refund request process, head to your Sales Report By Transaction section. Once there, let's take a look at the report, and see what's available for refunds and how the process works. Step 1: View the Sales Report and choose a purchase to refund Search for the transaction you want to refund.

Your 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! You will need to consider very important things: Resetting your waiver will reset everything including the waiver sliders on your customers list being turned off. Resetting the waiver won't save the old data who of your clients accepted the old waiver and the date when they accepted it.

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 after an appointment or new session with a trainer, so there's an option to 'Don't Ask Again' for reviews.

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! 1 - Either that client is ALREADY listed in your customer list with the same email address as a client or a lead, OR, 2 - The client ALREADY has a Fitli account which is NOT linked to your business.

 Prior to your clients checking and booking themselves into classes, there are several steps you, as a business, need to complete to enable this feature. Turn 'ON' Check-In for your business and Client Kiosk Check-In for each SERVICE (see below) Turn 'ON' Kiosk Booking for each SERVICE (see below) Publish/provide your Kiosk URL/link for self check-in to clients (see below where to get the link) Some important notes for Client Kiosk Check-In (if you allow this):

What are Service Description and Service Notes? The 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 Service Notes on the session profile, it will overwrite the content from the services section for that particular session.

To edit/change session quantities and edit/change expiration dates here's how. To get started, visit the Account Page for a client you're interested in updating or changing.  Click you client's name or the view link to open his profile. At the bottom, you'll see at least one entry for a client's sessions, package or membership. Click the 'Sessions Remaining' to edit the session quantity, or the 'Expiration Date' to edit their expiration date.

As a service to your clients, Fitli provides information on when and how soon client packages/memberships are expiring, based on several criteria. Fitli will send your clients the following messages: When your client's sessions are 'About To Expire' (10 days from expiration): Your client will receive a 'Your Sessions are about to Expire' message 10 days before the expiration of their membership/package, assuming the membership was set to longer than 10 days.

A 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 these adjustments. Step 1: Log in to your Fitli business account Step 2: Locate a class or appointment on your business calendar, and click or tap on it to open the 'Session Profile'

Packages/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 purchase date. What if you need to set up a package for an event or a sale that has a definitive expiration date regardless of the date of purchase?

Setting your clients' automatic renewing packages' next charge/renewal date is simple! Here's how... Step 1: Locate the client First, head to your Customer List, and search for, or click on the name/view link to enter the client's profile. Then, scroll to the bottom and locate the section titled 'Auto-Renewing Plans'. Find the section called 'Next Charge'. This is the date that their membership will automatically renew. Step 2: Choose a new Charge/Renewal Date Click on the date, then a window will pop-up allowing you to choose a new date.

To configure appointments (one-on-one sessions with clients) for your business, there are three main things you'll need to: *Set Up your User Profile for Appointments *Add at least One Appointment "Service" *Configure your Appointment Business Settings Set Up Your User Profile for Appointments To set your professional's work hours, head to the Employees link, choose an employee, and click 'Edit'. You'll see the following screen where you can choose if the professional can book appointments, set their work hours, and choose the services they can book appointments for.

Welcome to Fitli for Business! To sign up for a Fitli account, you've got TWO options. You can sign up for an account with or without payment processing. If you want to signup without payment processing, you'll be able to use all the scheduling features of the site, but you won't be able to accept credit card payments or allow customers to enroll in auto-renewing memberships. If you want to signup with payment processing, or add it later, you'll need to have some of your business information handy.

Currently, 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 example, modify the package of one customer to add or remove a service, but not modify packages for all clients.

You 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. Step 1: Enable Waitlist for your class in the Session Profile  To turn on waitlist, head to your calendar/schedule page, and click on the class you'd like to turn waitlist on for.

As 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. If you have a requirement for your customers to read, or accept a waiver, you can set this up easily in the Waiver Configuration section. You'll find this section in the 'Admin' area of your Fitli business account.

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. Steps to create a service: Step 1 - Log in to your Fitli business account. Step 2 - Go to 'Admin' on the top menu bar then click 'Products & Services' on the left.

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. Steps to create a package: Step 1 - Log in to your fitli business account. Step 2 - Click on 'Admin' in the top navigation bar. Step 3 - Click on 'Product & Services' then 'Packages & Memberships' on the left hand side.

Wondering how much you've paid in credit card/merchant processing fees and when your money is disbursed? This guide will briefly show you how you can check them out! Note: This feature is only available for businesses who have not enrolled to Usio, businesses who are still using Braintree. For Usio businesses, gross settlement deposits 100% of the amount processed from customers' transactions. This means that processing fees are calculated at the end of each month as a deduction from a Usio's business bank account.

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 change. You can read more about our payment processor change HERE, it's good for everyone! Under the Business Contact Info section, you'll be prompted to complete several new items, including a Business short description, the start date (it's ok, you don't need to be 100% correct) and choose your business legal structure.

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 here: https://app.fitli.com/register?type=business Maybe you're asking why we ask for your credit card details upon registration. We do ask for your payment information because we do, actually, charge subscription fees at the end of the trial. There are no strings attached and you can cancel anytime.

Problem: 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 - I've selected the trainer, the service, the client, and the day. But, the time slot I'm looking for, 10-11am, isn't showing up.

There are a few reasons why this might be occurring, here's the common reasons and the solutions! Asking You to Pay? If you're sure you have a membership, package or sessions on your account, but you're getting a message to pay or upgrade in order to book, the likely reason is your membership EXPIRES prior to the date you're trying to book. To find out when your membership expires, you can check either your "

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 be able to click on it and it will open google maps. There is also an option for your clients to add the booked session into their calendar.

Did you process enough online payments this tax year to incur requiring a 1099-K? If so, we'll be in touch - or, reach out to us and we can help. Typically, the requirement is OVER 200 transactions AND $20k in payments/transaction volume. The thresholds for Sub-Merchants domiciled in Vermont, Maryland, Massachusetts, Virginia, and Illinois differ and can be found below: Vermont and Maryland: Processed more than $600 in gross payment volume in a single calendar year with at least 1 transaction processed Massachusetts and Virginia: Processed at least $600 in gross payment volume in a single calendar year with at least 1 transaction processed Illinois: Processed more than $1,000 in gross payment volume in a single calendar year with at least 4 transactions processed” If you didn't do that in the last year, you won't be receiving a 1099-K from us.

Do 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... Search for your client on your Customers list. Click the 'view' link or your client's name to open your client's profile. 

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 clear why these location fields are required under the Business Profile. After all, it is certainly possible that a business may be entirely virtual - meaning they never hold sessions in a physical location.

Have you ever wanted to download or export your customers' visit history? Well, now you can! Head to your customer list, click on 'History' near their name, then when you're viewing the list of classes/appointments they've taken, click on 'Export'. You'll have a downloadable .csv file of their visits for you to search and sort! Any other questions, please reach out to Fitli support.

This feature will show you at a glance from your Customer List, how many active and inactive customers you have. You can also click on the 'inactive customers' to view your inactive customers, then click the Show Inactive Customers to view your active customers. Your customer count will also show up on the exported CSV file at the bottom of column A. We hope you enjoy this feature, any questions you have, please reach out to Fitli support via chat or at support@fitli.

Cloning an existing Package or Membership 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 small changes. Important Note: When a package or membership is cloned, it will create a brand new product.

This feature will allow you to display or hide your instructors’ profiles entirely from the session profile public view.  Your professionals’ profiles are defaulted to display on the session profile. Here are some examples of a class and a booked appointment where the professional’s profile is displayed.  You can easily hide this section with just a few clicks.   Option 1 - If you want to hide ALL professional profiles for users that are set as the instructor for a particular service/session, turn off or toggle to NO the ‘Display Professional Profile?

This feature will help prevent duplicative purchases of auto-renewing memberships of the same type.  Prerequisites: 1 - The customer has an existing auto-renewing package that is active or un-expired within their profile, located in the customer’s underneath the ‘Auto-Renewing Plans' section.  2 - The customer or a business user/professional with a sufficient level of access, specifically with ‘Assist Customer’ privilege, attempts to make another purchase of a membership that is the same type as an existing un-expired auto-renewing membership on the customer's account.

In line withFitli's Payment Processor change, our goal is to start getting your clients' billing addresses updated. This is required by USIO. This is a minor addition to the booking and/or purchase flow. We’ve simply added an extra step where you can add your clients' billing addresses during purchase/booking. Note that clients who already have their billing addresses saved on their profiles, will not be affected. The 'Please Add Your Billing Address' modal will only pop up during the booking or purchase flow for clients who do not have an address on file for their account.

Viewing the bookings report for a single session is easy. Just follow the step-by-step guide below.  Prerequisites: - You should have classes set up on your business calendar.  - You should have Reporting permission.  - You should have any of the following roles only: Owner, Owner Professional, Manager, Manager Professional or Professional Full Access + Reporting.  To do this, log into your business account and click the class on your calendar to open the session profile of the class you wanted to view.

 The ‘Sign Up Link’ would allow you to easily invite your new customers who have not registered for a fitli account yet to sign up.  To get the direct business-specific ‘Sign Up link’, go to ADMIN at the top menu.  Click ‘Business Setup & Customization’ and ‘Business Tools’ on the left. Scroll down and click the copy icon beside the Sign Up Link to copy it to your clipboard. 

If 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 anyone out of the class, if you can help it. The good news is that we’ve added the ability to reduce a fully booked class below its capacity for this exact reason!

 Clients 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 automatically renew these accounts when they fail. This feature will allow you to re-charge your clients’ failing auto-renewing memberships after they’ve updated their payment method with just a few clicks.

You can manage your clients’ card vault within their profiles with just a few clicks. Here’s how…  Head over to your Customers list and click your client’s name or the view link to open their profile. Scroll down to ‘Personal Wallet’. In this section, you can either add or remove their card/s on file. How to add cards?  If your client has no payment method, simply fill out his payment information and click SAVE.

In line with Fitli's payment processor transition and enrollment to USIO, we made a few changes on the Payment Processing section, formerly known as ‘Credit Card Processing’.   In this section you can view your payment processing information. Details on this screen cannot be changed. To view your Account Number and/or Tax ID, simply click the view link. To close, just click X. All other information are viewable.

Do you already have a Fitli account but you want to turn on credit card processing for that account? Here’s how to get started.  Log into your fitli business account and click ADMIN at the top.  Click ‘Business Information’ > ‘Payment Processing’ on the left.  Turn on the toggle for ‘Accept Card Payments - No monthly fee’.  ‘Click Here to Add a bank account’. Fill out your bank account information on the ‘Add a bank account’ modal and click SAVE.

This feature will easily allow you and your instructors to view your customers’ Payment History report within their profiles.  Pre-requisites: The business user/instructor should have a fitli account The business user/instructor should be connected to your business The business user/instructor should NOT have the ‘Professional No Access’ role    For Business Users with NO Reporting Access  Business Users with no reporting access such as Professional Limited Access, Professional Full Access and Clerk, will see limited data of your customers’ payment history.

We’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. What is Payments 2.0 you ask? Well, it’s kind of in the name, but to be specific, we are evolving our payment processing capabilities. This is made possibly by changing our payment processing partner from Braintree Payments to Usio Payments.

This guide will help you understand the different Usio Enrollment Status.   Note that this will only show up if you met the following requirements: The business should activate payment processing. The business’ Braintree Payments Status should be ACTIVE. USIO Enrollment switch is turned on (we’ll do this for you). Click HERE for a detailed enrollment guide.   Once we flip the Usio enrollment switch for your business, the first thing you’ll see when you log in to your Fitli dashboard will be a window prompting you to enroll for the new payment processor, similar to the one below.

 This 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. Log into your Fitli business account and go to ADMIN. Go to Products & Services > Packages & Memberships. Then, add a new auto-renewing package/membership or edit an existing one.

This feature allows your business to easily accept card payments with a POS (Point-of-Sale) Terminal. You and your customers can either tap, swipe and insert cards. Your customers can also use their contactless payments via their phone, like Apple Pay. Activating this feature is easy and you can do it with just a few clicks, here’s how!  Note: This feature is only available for businesses whose Usio Payment Status is ACTIVE, similar to the one below.

This feature allows your business to accept bank payments from your customers. Activating this feature is easy and you can do it with just a few clicks, here’s how!  Note: This feature is only available for businesses whose Usio Payment Status is ACTIVE, similar to the one below. To unlock this feature, activate payment processing and enroll! Activate ACH Processing Log into your account and click ADMIN at the top.

This 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… Note: This feature is only available for businesses whose Usio Payment Status is ACTIVE, similar to the one below. To unlock this feature, activate payment processing and enroll! To do this, go to your Customers list and search for your client and open their profile.

The 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 ACH payments).  This feature is only available for businesses whose Usio Payment Status is ACTIVE, similar to the one below. To unlock this feature, activate payment processing and enroll! If you’re not enrolled, you can still check your Disbursements from Braintree.

Regardless 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, no more manual charges to your credit card for refunds. We will also soon be introducing the ability for clients to ‘request a refund’ which you can simply approve or reject.

In 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 customers’ transactions. You can check your deposits on the Disbursement Report page.  Note: This feature is only available for businesses whose Usio Payment Status is ACTIVE, similar to the one below.