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 […]

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. 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” […]

Within our Workout Software, you have the ability to import items as scheduled from the plan creator to your clients. Explore the new screens in the Exercise application with this guide 1. Plans Access the Plans section. 2. Select Plan Select a plan. 3. Clients Click on the clients icon. 4. Search for Client Search […]

Within our Workout Software, you have the ability to reorder the payment methods when charging a client. This guide will walk you through the process of rearranging payment methods when charging a client for an item. 1. Clients Navigate to the clients section. 2. Select Client Select a specific client. 3. Payment Details Access the […]

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. […]