Step 2: Create your First Service, Package, and Promotion Code
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?
This Guide is all about Services, Packages & Memberships and Promotions. Lets's break it down:
Services - Here at Fitli, we think of services as simply, "The things that you do". These are your classes, appointments, workshops, events and even things you might sell.
Packages & Memberships - These are GROUPS of your services - essentially it's taking your classes and/or appointments and packaging them up.
The first step in this process is creating all of your SERVICES, then moving on to creating your PACKAGES & MEMBERSHIPS. Let's do it!
Step 1: Create your first Service
To create your first service, head to the Admin section at the top of the Fitli navigation bar and click 'Products & Services' on the left side. Then, click the 'Add Service' button on the upper right side.
Step 2: Enter your service information
On this screen, we've entered some service information for a fictional class, called 'Pilates'. We've priced the class at $20.00 for a drop-in, chosen 45 minutes as the duration, and categorized the class as a Pilates class. Then, we turned 'ON' the ability to check clients into the class and chose a nice green color for the class when it appears on the calendar. Another option at the top we didn't turn on is the 'Bookable by Business only' option. If we had chosen this option, clients would be able to see this class, but couldn't book it. Think of as a class only YOU could book for clients. You can also hide the attendance for this class (hide the number of attendees) and/or hide it (Can Hide slider), this way your clients won't be able to see it on your calendar.
For a more complete guide to creating services, read our comprehensive SERVICES Guide.
Now that you've created your first service, you can add the rest of the services (classes and appointments) that you offer as a business.
Step 3: Create your first Package/Membership
Now that you've created your first service, let's add a PACKAGE/MEMBERSHIP so clients can purchase something!
Under the same Products & Services menu on the left, choose the 'Packages & Memberships' option. Then, click the 'Add Package/Membership' button on the upper right side.
Step 4: Enter your package information
Now that you've chosen to create a new package, let's enter the details of the package we want to create. For this package, we're creating a 10 pack or 10 punch card of Pilates Class. We've filled out the price we want to charge for 10 classes, and used the pulldown menu under 'Services' to select the services we get when we purchase this package (note that you can have MULTIPLE services selected here). Also, we've set the package to be a single purchase, and 10 as the number of sessions the client receives when purchasing the package. Then, choose the package expiration date (Eg. 1 month for this package), and you're done!
For a more complete guide to creating packages and memberships, read our comprehensive PACKAGES & MEMBERSHIPS GUIDE.
Now, onto promotion/discount codes!
Step 5: Create a promotion code
The first step in creating a promotion code is to decide WHAT type of discount (either a percentage % off or a dollar amount $$ off of a service you want to offer). Once you've decided what type of discount you want to offer, you're ready to create your first promotion/discount code.
Head to the 'Products & Services' section on the left side, then click 'Promotions', and then click on the 'Add Promotion' button.
In this scenario, we've chosen to create a 20% off discount code, giving a 20% off discount which applies to every class, package, and item that you sell as a business. We've set the title to something descriptive that the customer can read, the 'code' is the actual code they will use in the check-out process (don't change the code that appears in this box). Then, we set the type as a percentage, entered 20 as the percent off, and set an expiration date.
Click 'Save' at the bottom and you're done creating your first promotion code! Now, either you or your clients can use this code to get 20% off any service/package during the checkout process.
Remember, that if a promo code without any limitation has been applied to an auto-renewing membership/package purchase, it will set the price for the future recurring payments unless canceled.
For a more complete guide to creating promotion codes, read our comprehensive PROMOTION CODE GUIDE.
That's it! You've created your first SERVICE, your first PACKAGE, and your first PROMOTION code! You're on it! Your next steps are to create ALL the services you offer as a business, then create ALL the packages & memberships you offer. We recommend creating your services FIRST, then create your packages SECOND.
-> Now, on to Step 3 of the Setup Guide - Adding your Services to the Calendar.