1. Create your email templates
Start by setting up these essential email templates:
Drop-in confirmation
Welcome email
Pause/Bero email
Cancellation email
Guest email
How to do it:
From the dashboard frontpage, in the menu on the left find → Settings
Choose Email templates
Create new or edit existing templates
Make sure the template type matches the purpose, e.g.,
Welcome email → Type: “Welcome back”
Cancellation email → Type: “Cancellation”
2. Create your contracts
From the dashboard frontpage, in the menu on the left find → Sales → Memberships → Contracts
Here you can:
Create new contracts
Edit existing contracts
Attach a contract to a membership
Require signature, so members must sign in the app
⚠️ Note: Placeholder text in contracts does not fill automatically.
3. Set up your class types
Create one type per class to ensure structure.
Examples: WOD, Cardio, Weightlifting, Mobility.
4. Create or edit schedules (class planning)
From the dashboard frontpage, in the menu on the left find →Training → Classes → Planning
Schedules can be used for:
Year-round classes
Short courses
Repeating daily/weekly classes
When creating a schedule, set:
Title
Class type
Location
Image
Days + times
Duration
Trainer (optional)
Attached members (for closed groups)
When finished, link the schedule to:
Memberships, clip cards, campaigns, drop-ins, etc.
5. Create memberships and connect everything
From the dashboard frontpage, in the menu on the left find → Sales → Memberships → Contingents
For each membership:
Add name, title, image
Attach contract
Choose which class types it gives access to
Attach welcome, pause and cancellation emails
Set the price
Choose availability dates
