People

Coach profiles

Who uses it Owner and managers

The coach profiles shown on your public coaches page. Add a profile for a staff member, publish or hide it, and spot profiles missing a photo, description or role.

What you can do

• See every coach as a card with photo, role, rank and the disciplines they teach, taken from the timetable
• Filter the cards with All, Published, Drafts and Missing something (no photo, description or role)
• Add a coach by choosing a staff account and creating its profile as a draft
• Prepare the missing profiles in one click for staff with a coaching role but no profile yet
• Switch a coach on or off the website from their card, with Undo
• Edit a profile, finish a draft that still has gaps, or view a published profile live

Module Meet the coaches

Related Coach profile, Coach profiles notes and activity, Staff and roles, Meet the coaches, Club settings

Forms and agreements

Who uses it Owner and managers

Build and share intake forms, waivers, PAR-Q and NPS surveys, and read their answers. Agreement templates and signed agreements also live here and need Billing and memberships.

Tabs Forms, Answers, Website builder forms, Agreements, Signed agreements

What you can do

• Add a form in the form editor: name, questions, live status, sign in requirement, answer limit and website page
• Switch a form live or off, and copy its shareable link
• Search forms, and filter them by kind or live status
• Open Answers to read submissions, filter by risk, score, signature, linked person or date, and send a follow up by email or text
• Read the NPS score with the split of promoters, passives and detractors
• Mark high risk PAR-Q answers as reviewed, with Undo
• Write and manage agreement templates on Agreements
• Send a template or one off document to a member and see what is signed on Signed agreements

Module Forms and surveys

Related Form, Forms and agreements notes and activity, Shared form, Member record

Members

Who uses it Front desk, managers and owner

The member directory: every person in the club, searchable and filterable, with tools to add, import, export and act on several people at once.

Tabs Directory, Possible duplicates, Retention risk (only when Retention and churn risk is on)

What you can do

• Search by name, email, phone or member number.
• Filter by Everyone, Members, Pay as you go, Bootcamp, PT or Staff, and open Filters for age, health screening, app login, contact details, tag and archived people.
• Save the current filters as a named view, pick a saved view or delete one. Only you see your own views.
• Choose which columns to show, such as discipline and rank, last visit, app login, health, phone and what they owe.
• Tick several people to message them, book them into a class, tag them, archive them or restore them, if your role allows.
• Add a member, import members from a CSV file, or export the current list to CSV.
• Open a member's record from the list.
• Work through the Possible duplicates tab.
• Review members at risk of leaving on the Retention risk tab when that feature is on.

Module Members and profiles (always on)

Related Member record, Members notes and activity, Classes and timetable, Retention risk

Retention risk

Who uses it Owner and managers

This address has no page of its own. It sends you to the Retention risk tab of Members, which shows only when Retention and churn risk is switched on.

What you can do

• Land on the Retention risk tab of Members.
• See a count of members at high risk of leaving.
• Switch Retention and churn risk on if the tab is missing.

Module Retention and churn risk

Related Members

Staff and roles

Who uses it Owner and managers

Where the club manages its team. Each role is a set of permissions, and staff are given roles. It holds the team list, the roles matrix and invites for new staff.

Tabs Team, Roles and permissions, Invites

What you can do

• Search the team by name or email, and filter by role, status, sign in state and branch.
• Open Permissions beside a person to change what they can do.
• Pick a role on the Roles and permissions tab, tick or untick permissions in the matrix, then save or discard.
• Switch the permissions list between Key permissions and All, once at least one permission is starred as a key permission.
• Star a permission to add it to the short list of key permissions.
• Create a role with Add role, optionally starting from a copy of another role, then rename or delete it.
• Invite a teammate by email with chosen roles.
• Resend a pending invite by email or by text from the Invites tab, or from the Waiting to accept card on the Team tab.
• Edit a pending invite, and use Revoke invite inside the edit window to cancel it.
• Open Coach profiles from this page when the coaches feature is on.

Module Staff, roles and settings (always on)

Related Staff and branches notes and activity, Coach profiles, Club settings, Members