To check the status of failed payment retries within your fitness business management software platform, follow the instructions below. Learn how to check the status of failed payment retries in the client Events log. 1. Account Navigate to the “Account” section. 2. Customize Platform Go to “Customize Platform”. 3. Subscription Invoice Retry Behavior Under the […]

To transition users to clients within your fitness business management software platform, follow the instructions below. Discover how to transition users to clients. 1. Account Navigate to the “Account” tab. 2. Review Lifecycle In the “Lifecycle” section, click on the edit icon next to “Client” to review. 3. Client Lifecycle Stage Scroll down to view […]

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. Discover event logs, designed to view detailed user activities. Start from the Clients tab of your dashboard. 1. Events When a session has been booked, an event will be logged. The log will display whether the session was booked […]

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 platform, follow the instructions below. This guide provides instructions on how to track when a plan or workout is printed from both a client’s account and a trainer’s account. 1. Clients Tab Logged in as a trainer, navigate to […]

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. Payment Details Access the client’s payment details. 2. Refund The option to refund a cash, check or other payment type is available. Click on […]

Within our Workout Software, you have the ability to import items as scheduled from the plan creator to your clients. This guide will walk you through the process of importing items as scheduled when importing to a client from the plan view. 1. Plans On the “Plans” tab, create or edit a plan. 2. Click […]

Within our Workout Software, you have the ability to reorder the payment methods when charging a client. This guide will take you through the process of reordering payment methods when a trainer is charging a client. 1. Payment Details Access a client’s “Payment Details” section. 2. Charge Client Initiate a transaction, for example charge for […]

With Exercise.com’s fitness business management software, you can customize the stages of your customer pipeline and easily filter by stage while reviewing accounts. This guide will show you how to filter your accounts by stages and how to save your default view. 1. Click the down arrow to see the lifecycle stages available. Click the […]

With the Exercise.com’s fitness business management software, it’s easy to review the account lifecycle history for any account on your platform. This guide will take you through the process of reviewing lifecycle history for any account in your custom branded platform. You can review each account individually, or use the “Account Lifecycle Transitions” report to […]

With Exercise.com’s fitness business management software, you can customize the stages that your customers move through, from lead to paid account. This guide shows you how to manually move accounts from stage to stage. 1. Click “Clients”. Click the Clients tab to see the list of all accounts in your system. 2. Click the check […]

With Exercise.com’s fitness business management software, you can customize the stages that your customers can move through, starting them out as a brand new lead in your system all the way to upgrading them to a paying client account. This guide walks you through adding and editing the customer lifecycle stages on your platform. 1. […]

Within our Workout Software, you have the ability to void an invoice. This guide will walk you through the process of voiding an invoice. 1. Clients Access the Clients section. 2. Payment Details Navigate to the client’s “Payment Details”. 3. Invoices Click on the “Invoices” tab. 4. Draft Status Scroll to view the invoice status. […]

With the CRM Lite update coming to Exercise.com’s fitness business management software, you’ll be able to customize the stages that your customers can move through, starting them out as a brand new lead in your system all the way to upgrading them to a paying client account. This guide walks you through what to expect […]

Using Exercise.com’s gym management software, you can customize subscription package pricing as needed for each client. This guide provides detailed instructions on updating subscription package pricing for a single client. 1. Click the Billing Status for the Client that you want to update. Start by clicking the Billing Status for the Client that you want […]

Within our Workout Software, you have the ability to include an additional payment method option for clients. This guide will walk you through the process of adding an additional payment method option for clients for one time purchases. 1. Account Navigate to the “Account” section. 2. Customize Platform Access the “Customize Platform” tab from the […]