This guide walks you through the steps to charge a client using the Tap to Pay payment method in the mobile app. As a trainer, you can easily select a client, choose an item to charge, and complete the transaction securely using Tap-to-Pay. Follow the steps below to process payments quickly and efficiently. 1. Trainer […]

This guide will walk you through the steps to generate the Taxes Report. 1. Click the arrow menu Click the arrow menu next to the Account tab to reveal the additional tabs. 2. Click “Reports” Scroll down and click the “Reports” tab. 3. Click “Financial Reports” Click on “Financial Reports” to see all reports included […]

This guide will walk you through reviewing disputes in Stripe Express Dashboard. 1. Account Navigate to the “Account” section. 2. Connected Apps Access the “Connected Apps” tab from the expanded menu. 3. Go to Stripe Find Stripe in the list and click on the “View Stripe Dashboard” link to log in to your Stripe account. […]

Refer-a-Friend lets current members share a personal invite link. When a friend buys a package with that link, the referrer earns account credit automatically. 1. Generate an invite link. A client copies their member-specific link from the Refer-a-Friend screen. 2. Friend signs up and pays. The invitee follows the link and completes checkout. 3. Automatic […]

This guide will walk you through how to adjust an account balance. 1. Click “Clients”. 2. Select and click client’s name. 3. Click “Payment Details”. 4. Go to “Account Balance” tab. 5. Click “Adjust Balance” button. 6. Fill-out “Adjust Balance” form. Fill-out the “Adjust Balance form. Select Adjustment Type, enter Amount, and input Description. 7. […]

This guide will walk you through how to access the Affiliate Codes Report. 1. Click “Reports”. 2. Click “Affiliate Codes” report. Under Financial Reports, click “Affiliate Codes” report. 3. Apply necessary filters. 4. Click “Refresh Report”. Click “Refresh Report” button to generate report based on applied filters. 5. View the generated report. This guide covers […]

You may notice differences in the available payment method options when viewing Checkout pages from different devices or roles. This article explains how Apple Pay and Google Pay are supported and displayed within the Exercise.com for Business platform. Apple Pay and Google Pay Overview Apple Pay and Google Pay are digital wallets that appear dynamically […]

This feature is for administrators adding new sites. Contact Customer Support to enable the “Require Invite Link for Site Signup” feature flag. 1. Create Child Platform Log in to your platform as a trainer and go to the “Sites” tab. Create a new region and add a child. Then, create a new child platform by […]

Introducing this new feature that allows trainers to hide leaderboard scores until a specific date. 1. Search or Select Leaderboard On your admin leaderboard page, search or click on a specific leaderboard. 2. Access Hide Scores Until – Section Navigate to the “Hide Scores Until” section 3. Click Calendar Icon Click the calendar icon and […]

This guide will walk you through how to efficiently filter messages by group. 1. Access Messages To filter messages by group, simply click the “Messages” tab. 2. Select Group Filter To filter messages by group, click the Group Filter. 3. View Groups Click the dropdown menu to view the full list of groups. 4. Select […]

This guide explains how to configure and use the color coding options for sessions on the calendar within the Advanced Settings of a service. Color coding helps trainers and staff quickly identify the status of sessions at a glance — such as whether attendees have checked in, whether all have checked in, or whether check-ins […]

This guide will show you how to edit a package that a client has already purchased 1. Click “Clients”. Navigate to the Clients section. 2. Click over the client. Select the client. 3. Click “Packages”. Access the Packages tab. 4. Click the triple horizontal dots. Locate the desired package. 5. Click “Edit Package”. Choose to […]

This guide outlines how to hide completed assessments from clients within the Exercise.com platform. By updating individual assessment settings, you can customize the client experience and manage visibility of completed responses. 1. Click “Account” Access your account settings. 2. Click “Assessments” Navigate to the assessments section to manage your assessments. 3. Click here Navigate to […]

This guide will show you how to prevent clients from rescheduling workouts on their calendar. 1. Account Click the arrow menu next to the Account tab to reveal the additional tabs. 2. Customize Platform Click the “Customize Platform” tab. 3. Client Settings Click the “Client Settings” tab. 4. General Settings Go to the “General Settings” […]

When a customer’s subscription payment fails, Stripe’s Smart Retry system automatically attempts to collect the payment again using machine learning. This improves the chances of recovering failed payments without requiring manual follow-up. Current Configuration Example Exercise.com platforms use Stripe’s Smart Retry functionality to manage failed subscription payments. Here is how it works: Understanding Smart Retry […]

This guide will walk you through how to set up Instant Payouts, which require a debit card as the payout destination. If you have not already, contact support to enable the “Instant Payouts” feature for your platform. 1. Go to Payouts Page in Reports Log in to the platform, go to Account, then Reports. Look […]

Within our Workout Software, you have the ability to update client passwords. Enhance your security measures with this guide on updating passwords 1. Clients Navigate to the “Clients” tab. 2. Select a Client Select a client. 3. Edit Account Information Click on edit for the “Account Information” section. 4. Change Password Choose the “Change Password” […]

This guide will walk you through the process of preventing clients from rescheduling within the late cancellation window. 1. Click the three-dot menu Click the three-dot menu next to the Account tab to reveal the additional tabs. 2. Customize Platform Click the “Customize Platform” tab. 3. Scheduling Settings Click the “Scheduling Settings” tab. 4. General Settings […]

Learn how to navigate the Trainer Dashboard in Exercise from a mobile web browser with these easy instructions 1. Tap the menu button Login as Trainer on your platform and Tap the menu button to access the tabs. 2. View All the tabs You can access the Trainer dashboard from a mobile web browser just […]

To create a dependent, start from the "My Stuff" tab of your Dashboard and follow the steps listed in this Exercise.com "how-to" guide.