Greetings and Welcome to Fitli! Your guide to getting started with Fitli - what do you do next?  Welcome to Fitli and hello! You've taken a big step in moving your business into the realm of online booking - whether you are coming from another software program or transitioning from pen and paper records - we're here to help and make you successful! We're here to be your guide through the process of getting started with Fitli - from setting up your account to creating your classes, memberships, adding customers and processing payments.

Welcome to Fitli! Being a business owner and having customers be able to signup, schedule and pay online can be a complicated business - but we're here to make it easier! We try to make things easy to understand by the use of various buttons, links, pulldown menus, and popups. Let's quickly go over the main Fitli pages you'll spend the majority of time on. Login Screen: After you activate your Fitli account, you'll typically come to https://app.

APPROXIMATE TIME: 30 MINUTES The first step in setting up your business with Fitli is to get some of the 'configuration' details out of the way. This step includes setting up your business hours, telling us what types of things you do as a business, adding authorized users, etc. Once you've set these things up, typically you don't need to revisit them unless things change. Let's get started! Head to the Admin Section First, head to the 'Admin' section, which is found under the 'Admin' tab in the upper right section of your business account in the toolbar.

APPROXIMATE TIME: 15 MINUTES As a gym, studio, fitness business, trainer or instructor, one of the main things you do is provide clients with a service - either group classes or private one on one appointments. Getting these services created in the Fitli system, added to the calendar, and scheduled with your clients is the core of what Fitli is all about - but how do you go about it?

APPROXIMATE TIME: 15 MINUTES Now that you've created your first service (either a class or an appointment) and your first package, you're wondering, "Great, but HOW do I get that class onto my calendar?" Well, it's easy! Step 1: Head to your schedule/calendar First, let's head back to your schedule/calendar. Click on 'Calendar' on the top toolbar. You should see a blank schedule/calendar similar to what you see below.

APPROXIMATE TIME: VARIES Now that you've got your services and packages created, and have your classes added to your schedule, you're probably wondering, "But wait, I don't have any customers!" You're right, let's get them added! Your customer list, or customer database, is the one place where you can view, manage and control all your customer information - from personal contact and account information to viewing their history, make purchases, and adding new clients.

APPROXIMATE TIME: 10 MINUTES Now you've got your services/packages setup, clients added into your customer list, and you're ready to start selling packages! But wait, you'll want to first be familiar with your Business Reports. Your reports can tell you the specifics you need to know about how your business is doing on Fitli, including sales, bookings, and attendance. View your Available Reports First, head to the reports section by clicking on 'Reports' at the top toolbar.

APPROXIMATE TIME - 5 MINUTES We're almost there! You've created your services, made packages, added customers, gotten familiar with your reports, now you're ready to add a customer to a class! Let's do it! Step 1: Head to the Calendar and click on a Class Head back to the Calendar, and click on one of the classes we created in Step 3 - Adding Classes to Your Calendar. Once you click on a created class, you'll open to the 'Session Profile' page.