STEP 1 - RELATIONSHIPS - How do they work, what is it, and some definitions.

Before we get into the fun part of relationships, lets define some terms and explain what it's all about.

RELATIONSHIPS let's you, the business, create sub-accounts or 'child' accounts for your clients. Then, you can enable package sharing of specific packages or memberships for clients who purchase those packages. Then, you can book the 'child' accounts into classes or appointments using the package of their 'parent'. This is great for families, friends, groups, etc!

DEFINITIONS

Main client account - This is the client's main account. It controls most of the settings of their linked relationship account.

"Relationships" accounts - These accounts are linked to the main account, think of a child or a friend, family membership. It inherits most of the information from the main client account, including the email address and phone number. Child accounts also have a 'relationship' type that you can define, such as child, spouse, friend, family, other, to help you define who that person's relationship is to the main account.

Package Sharing - You can individually turn ON or OFF the sharing of specific packages for clients. If turned ON, then you can book a client and their relationships into a class/appointment using that shared package. If turned OFF, then you can NOT book a client's relationships into a class/appointment using that shared package. Even packages purchased in the past can be shared with this feature, or you can limit the sharing to NEW purchases of packages.

Example: Joe Smith (parent) has a child (Cindy Lou). Joe purchased a 10-pack of Yoga classes. With the shared package turned ON, Joe's business can book both he and Cindy into a Yoga class, using 1 session for Joe and 1 session for Cindy from the purchased package of 10 classes.

TYPICAL PROCESS FOR USING RELATIONSHIPS

The typical process for setting up relationships is as follows, we'll review each step in detail later.

  1. Request enabling of the RELATIONSHIPS feature from Fitli, as it's in a limited trial release at this time
  2. Turn on your specific packages you want to allow sharing for and choose if you want to share prior purchases, or limit sharing to new purchases
  3. Go into each client you'd like to add relationships for, and create them!
  4. Book your clients and/or their relationships into the classes or appointments using the shared package

WHAT'S COMING NEXT?

With this initial release, we're limiting the ability to book and schedule to just you, the business. In the next version, after we receive feedback and see just how you're using it and make any needed updates, we'll roll out both the BOOKING and relationship CREATION process to clients. Then, they'll be able to manage everything on their own!

Continue to Step 2 (Setup) ->