To select a new package or group when updating a client’s active subscription within your fitness business management software platform, follow the instructions below. This tutorial guides you through updating subscription plans and payment details for package and group memberships. 1. Main Navigation Begin by clicking the main navigation area to access the primary menu. […]

Learn how to assign new assessments, complete them, and review detailed results to effectively track client progress. 1. Menu Access the main menu. 2. Accounts Click the “Accounts” tab to view the list of client accounts available for management. 3. Select a Client Click on the client name you want to manage. 4. Assessments Within […]

This guide will show you how to review version history for package changes in your Exercise.com for Business platform. With version history, you can track updates and see exactly when and how packages were modified. Before starting, make sure you have access to user accounts and package management features in your account. 1. Click “Accounts” […]

In this tutorial, you will learn how to review the version history for changes to visits within the Exercise.com for Business platform. This feature helps you track and verify updates to client records over time. 1. Prepare to Review Visit History Before starting, ensure you have access to the user accounts and visit records you […]

With Exercise.com’s fitness business management software, you can automate workflows by integrating with Zapier. This guide shows you how to incorporate user macros into the Update User action so that nutrition goals update automatically for your clients. 1. Configure the Spreadsheet Set up the spreadsheet that will store client macros. In this example, you’ll use […]

Within our Workout Software, you have the ability to create, edit and delete lifecycle stages. This guide will walk you through the process of creating, updating, and deleting a Lifecycle Stage. 1. Account Navigate to the “Account” section. 2. Lifecycle Access the “Lifecycle” tab. 3. Create Lifecycle Stage Click on “Create Lifecycle Stage” button. 4. […]

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 […]

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” […]

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.

Within our Workout Software, you have the ability to customize scenarios for automatic account transfers to the “Client” lifecycle stage. This guide will cover how to customize scenarios to automatically transition the account to the “Client” lifecycle stage. 1. Groups Navigate to the “Groups” section. 2. Select Group Click the three dots to access and […]

Learn how to transition a user to a client within the platform. 1. Click “Account” 2. Click “Lifecycle” 3. Review Lifecycle Click the ellipsis next to “Client” then click “Edit Lifecycle Stage” to review. 4. Client Lifecycle Stage Scroll down to view the Client Lifecycle Stage. Once an account is updated to the Client Lifecycle […]

Exercise.com for Business supports connections with the top wearable devices. This guide will show you how to review the workout or exercise activity that your client has synced from their wearable device or connected app account. 1. Click the 3-dot menu for the client you want to review. From your list of Clients, click the […]

Exercise.com for Business supports connections with the top wearable devices. This guide will show you how to review the measurements, Daily Summary, or sleep activity data that your client has synced from their wearable device or connected app account. 1. Click the 3-dot menu for the client you want to review. From your list of […]

Within our Workout Software, you have the ability to view detailed event logs for your clients. 1. Click “Clients”. Click the “Clients” tab to view event logs of specific client. 2. Search or select a client. You can either search or select a specific client to review their activity logs. 3. Click “Events”. Click the […]

Within our Workout Software, you have the ability to update the package or group when updating the payment plan on an active client subscription. Discover how to select a new item when updating payment plans for active client subscriptions. 1. Clients Navigate to the Clients section. 2. Select a Client Select a client and go […]

Within our Workout Software, you have the ability to prorate subscription cancellations. This guide will walk you through the process of prorating subscription cancellations. 1. Clients Navigate to the “Clients” tab. 2. Select Client Click on a client. 3. Payment Details On the client’s payment details tab, click for more options on a subscription payment […]

Within our Workout Software, you have the ability to manually enter clients’ bank account details to add a bank account payment method. In this guide, we will walk you through the steps to Implement ABAV validation to replace microdeposits for bank account payment methods. Before proceeding, contact Exercise.com support to enable this feature on your […]

To track when a plan or workout has been printed within your fitness business management software, follow the instructions below. 1. Clients To print a workout from a client’s calendar. You can navigate to the “Clients” section. 2. Client Options Locate a client and click the three dot button to open a modal. 3. View […]

Within our Workout Software, you have the ability to track cash, check and other payment type refunds. This guide will show how to track cash, check and other payment refunds. 1. Clients Navigate to the “Clients” tab on the menu. 2. Select a client Select a client. 3. Payment Details Access the client’s “Payment Details” […]