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.
<ul>
<li>You will see at least 2 sections on the pulldown on your upper right hand side: "Personal" section and your business name. Some accounts might also have "Professional" section, depends on your account type.</li>
<li>Click on your business name to access your business account. This will take you to your business's calendar page, like below.</li>
</ul>
<img style="float: none; height: undefined; width: undefined;" src="https://cdn.livechat-static.com/api/file/kb/file/13371930/74bbc4d196-c999fc811be584d3328c.png" alt="undefined">
&nbsp;
2 - Click on "Customers" at the top menu.
<ul>
<li>This will list all customers at your business.</li>
<li style="text-align: left;">Next to each customer, there will be a "History" link. If you want to view one of your client's history, click on the highlighted "History" link beside your client's name.</li>
</ul>
<img style="float: none; height: undefined; width: undefined;" src="https://cdn.livechat-static.com/api/file/kb/file/13371930/b68b1db80e-a8d7087fd2b609b18d30.png" alt="undefined">
Here is an example of client history:
<img style="float: none; height: undefined; width: undefined;" src="https://cdn.livechat-static.com/api/file/kb/file/13371930/2a3d450f42-a5ab7d4d4d971decb7b7.png" alt="undefined">
You can export your customers' visit history! Just click on the "Export" button on the upper right corner to download a .csv file of their visits.
That's about it! Any questions? Chat with us or send us an email to <a href="support@fitli.com" target="_blank" rel="noopener">support@fitli.com</a>.

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. Some accounts might also have "Professional" section, depends on your account type.
 * Click on your business name to access your business account. This will take you to your business's calendar page, like below.



 

2 - Click on "Customers" at the top menu.

 * This will list all customers at your business.
 * Next to each customer, there will be a "History" link. If you want to view one of your client's history, click on the highlighted "History" link beside your client's name.



Here is an example of client history:



You can export your customers' visit history! Just click on the "Export" button on the upper right corner to download a .csv file of their visits.

That's about it! Any questions? Chat with us or send us an email to .

How to view client history?

Current Time Indicator

"Deep Links" to the Package and Membership Purchase Process

"Select-All" user interface!

Ability to edit and change Packages or Memberships until first purchase

Account Balance Reporting

Add Limits to Packages & Memberships

Adding/Updating Emergency Contact Information

Appointment Booking: Default Professional

Booking Multiple Clients in a Class

Booking or Reserve a Spot for Free - Pay Later

Bookings Report!

Business 'Leads' for New Client Accounts

Business Guide: Waitlist for Relationships

Calendar/Schedule List View

Can customers see who, or how many clients are booked in a class?

Can I add or charge Sales Tax on Services, Retail or Packages/Memberships?

Can I customize the notifications to my customers for booking or scheduling classes?

Can I edit my client's personal profile information (email address?)

Can I have a customer without an email address?

Can I have multiple businesses and calendars under one account?

Can I integrate, embed or add my Fitli calendar to my business website?

Can I provide a statement, invoice or document for payment or reimbursement purposes?

Can I remove or hide customers from my Customer List?

Can I resend an invitation to a customer?

Can I schedule or book on my phone? How about integrating with my calendar?

Can I search my Sales Report, or sort the data in any way?

Can I sell retail products with Fitli? How do I set that up?

Can I send emails or messages to my clients and customers?

Can I send emails to all of my customers or my entire client base?

Can I set customers to be inactive or remove them from my list?

Check-In and Your Attendance Report

Class Calendar can "start" at your Business Hours

Client Notifications - Quick View and Updating

Client Photos (for Businesses)

Create a Banner Message for your Clients

Create a Banner Message with a link for your Clients to Purchase or Book

Create Custom Fields and Set Required Fields For Your Customers

Customer List

Customers have booked/purchased products through fitli, how long until I see the money in my bank account?

Direct Appointment Booking Link

Do you require the CVV field for credit card processing?

Does fitli have the credit card numbers for our customers in your system?

Edit or change Purchase Notes on the Sales Report

Editing Dates/Times for Sessions (Classes)

Electronic Waivers

Embedded Calendar Enhanced Security Options

Exporting your Sales, Booking or Account Balances report and seeing weird characters?

For Businesses: How to contact Fitli Support

Generate Payment Requests

Getting Started with Appointments

Gift Certificates? No problem! Here's an easier way to do it!

Handling Failing Client Auto-Renewing Memberships (Business Guide)

Help Features

How can a client donate or pay a miscellaneous amount to my business?

How can I adjust my appointment availability?

How can I cancel an auto-renewing membership?

How can I charge a miscellaneous fee or amount to my client?

How can I charge a tip for a client's visit?

How can I edit or change a service once I've created it?

How can I see my new clients or customers who've signed up?

How do I add Customers to my Business?

How do I add employees/users and set or upgrade their 'access level'?

How do I change the colors for my services?

How do I change the date or time of a session?

How do I create a 'blocked time' event on my calendar? I want to be unavailable for a certain period

How do I update my business credit card on file with Fitli?

How do I update my business logo?

How do I update my Tax ID number?

How do I view my instructors' reviews on Fitli?

How do I view my professional or business reviews on Fitli?

How to 'hide' a session or class on your Business Calendar

How to add 'Schedule Now' buttons linking to your Classes and Appointments?

How to add a 'Book Now' button to your Facebook page?

How to add Classes, Appointments or Blocked Time to your Business Calendar?

How to add existing customers to your Fitli Customer List?

How to add sessions to a customer's account without charging them

How to Add, Customize, Remove and Default Facilities!

How to adjust a customer's 'Billing Date'?

How to book a session / class for your customers

How to Cancel or Remove a class from your Calendar?

How to change your business' password within the Fitli site

How to create a promotion or use promotion codes?

How to de-activate / re-activate a service

How to Hide Attendance Info for classes

How to integrate Online Classes or Video Conferencing link with Fitli?

How to Import data from other services, such as Mindbody, Zen Planner, etc.

How to Import Users from Zen Planner?

How to merge your customers' profiles

How to provide a customer with a complimentary Service or Package?

How to set up booking and cancellation policies for your business?

How to Setup a Workshop for Your Business?

How to upgrade your Personal account to a Professional or Business account?

How to view a client's remaining sessions?

How to view your public class schedule as a client?

I can't find my business, how do I make it viewable in searches?

Importing, exporting and Customer List Questions?

Interested in hibernating (temporarily suspending) your Fitli business account?

Is Fitli HIPPA or HITRUST compliant?

Is it possible to turn off email notifications for customers who are imported into the platform?

Fitli Business Guide

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