Signing up for a Fitli Business Account
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. This includes your Tax ID number (EIN), social or similar number. You're probably wondering why we need this? In order to set up your sub-merchant account and allow you to process credit cards, we require this information to get your account activated!
Whether you sign up for an account with or without payment processing, you'll still need a valid credit card on file with us. Don’t worry, your subscription won’t be charged until after your free, 30-day trial membership.
Business Signup Process
Create Your Login
Enter your first and last name, your email address (twice for verification purposes) then a password twice (also for verification purposes).
Note: Your email address should be 39 characters or less and your password must be 8 characters or longer and contain at least one number and one special character.
You'll be prompted to check your email to 'Activate Your Account'.
Click the 'Activate Account' link or button.
You'll be redirected to the login screen. Enter your login details and complete your business registration.
Complete your Contact Information
Then, complete some basic contact information so we know a little about you!
Choose A Business Account Plan
Then, choose a business account plan - the membership rates for Fitli depend on how many business users you have in the account. Business users are anyone that you add in as a user on the business side, regardless of the level of access that you assign them - they may be able to view the business calendar, access the customer list, make changes to the schedule or scheduled sessions, etc. Review the membership rates and tiers .
Enter Your Business Information
Tell us about your business, including the name, location, a valid URL for your website, then choose the categories you want your business to be listed in on Fitli - what types of activities or business are you?
Choose as many checkboxes as you'd like!
If you don't have a website, don't fret! Just turn on the 'Use Fitli domain' toggle and we'll provide one for you.
It should look similar to the one below:
Enter Your Credit Card Information
As mentioned above, whether you sign up for an account with or without payment processing, you'll still need a valid credit card on file with us but your subscription isn’t charged until after your free, 30-day trial membership ends. Additionally, you'll be receiving an email notification from us to remind you that your free trial is about to end and we include how much will the charge be. You can opt for a monthly, semi-annual, or annual subscription.
Once you complete the signup process, your credit card information will be saved under Business Billing. To check, go to 1 - Admin > 2 - Business Information > 3 - Business Billing. Screenshot below.
Credit card information (Business Billing): Fitli will charge your monthly, annual or semi-annual subscription fee on this credit card after the free trial period. You can cancel your Fitli business account at any time but please note that choosing an annual or semi-annual subscription does mean that your subscription will be locked in for that time frame (once initiated) because it is at a reduced rate and partial refunds cannot be provided.
Take these next steps...
Book a free Setup Meeting with us so we can walk you through. This is the fastest way to set up your business account.
Now, you need to decide if you want to process credit card payments for customers and allow them to process credit card charges through your Fitli account. If so, that's great - you can accept credit cards and we're fully integrated with a processor so that you can manage customer’s credit card payments. The processor will deposit your revenue into your account and automatically process any automatic renewals. If you're not ready to accept payments yet, that's okay too! You can always add payment processing to your account later.
If you decide to click Skip, you'll be directed to the Dashboard a.k.a your Fitli Calendar. If you click Option 2, you'll be directed to the Payment Processing section. If you're not yet ready to activate Payment Processing, you can always go to 1 - ADMIN > 2 - Business Information > 3 - Payment Processing later.
Once decided, turn ON the toggle for 'Accept Card Payments - No monthly fee'.
If you choose to enable credit card processing, we'll require some information upfront. We need your bank account information for payment processing to deposit the net amount of your credit card transactions into your account - otherwise, we can't pay you. Hit ‘Click here to add a bank account.’
Enter your bank account information on the modal and click SAVE.
Routing Number: This number functions as an address for your bank. It is used for electronic transactions.
Account Number: This number identifies your bank account.
Accountholder Name: Your name on your bank account.
Tax Identification Number, SSN or EIN: We need this to confirm your account through our processor and generate any required tax forms. If you have added this on the Business Account Setup page, your Tax ID will show up on this section by clicking 'click to view.' Otherwise, ‘Click Here to Add a Tax ID (EIN or SSN)’ will show up.
Enter your Tax ID number on the field and click SAVE.
Notes: This information is not stored on the Fitli system. They're stored and highly secured in a digital vault with our processor (Braintree - a PayPal company)
With NO Payment Processing
With an Active Payment Processing
Make sure to click SAVE before leaving this section. Otherwise, you won't be able to accept credit card payments. A message at the top will appear if you leave this section without saving.
Once you create your Fitli Business account, you will be immediately able to log in to your account and begin the setup process. You will receive an email letting you know your account has been created. If you already requested activation of credit card processing, it will either go into Pending status or Problem status. Either way, we will reach out to you via email with instructions for completing the identity verification portion of the credit card activation process. If you choose payment processing, your account will be activated by Fitli admin after a quick vetting process required by our payment processor. The vetting process can take long if the processor has detected any issues or inconsistencies because we need to provide documentation to the processor in order to revert that status. Most often, when the business has entered Pending status, processing will be turned on much more quickly as long as we are able to successfully verify your identity.
Either way, you'll receive an email notification when your business account is approved. Your Braintree Payments Status will change from PENDING to ACTIVE.
Thanks for signing up and welcome to Fitli!
If you already have an active Fitli account (Personal, Professional or Business type)
To upgrade your account to Business type OR you already have a business account and want to add a second one, you'll need to follow these steps:
1 - Log in to your Fitli account
2 - Go to your 'Personal' section, then click 'Account', then 'Account Type' on the left side.
- On your 'Account Type' page, either click on 'ADD ANOTHER' button or 'SELECT' button under 'BUSINESS' type.
(This screen only shows if you already have a business account with Fitli and simply wish to add another business to your account. Please note that any additional businesses will have a separate subscription at additional cost.)
3 - Follow these 3 steps to complete the registration process: Contact Info, Billing/Account Info, Confirmation.
4 - After you're finished, your business account will be created in a pending state or immediately activated, depending if you chose payment processing or not. It will be activated by fitli admin after a quick vetting process required by our payment processor. The vetting process can take several business days even with adequate response from the business, but most often, processing will be turned on within 24 hours (as long as we are able to successfully reach you via email and complete our identity verification step.) You'll receive an email notification when your business account is approved.
That's about it! Any questions? Chat with us at fitli.com or send us an email to email@example.com