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Chalk It Pro+ Setup Guide

Updated over 2 months ago


Welcome!

🚀 Welcome to Chalk It Pro+

We’re stoked for you to begin this journey of leveling up your gym management game! Here’s what you can expect during the setup process.

🧩 Getting Started

By now, you’ve completed the Launch Funnel and received your login credentials from our team. Once you’re logged into your Chalk It Pro+ account, you’ll go through a few setup steps to tailor the platform to your gym’s needs.

We’ve built great templates and resources to help you succeed — but every gym is unique, and we want you involved in branding and customizing your content!

🛠️ Setup Steps

There are several steps ahead — no need to tackle them all at once! Take your time and refer back to this guide whenever needed.

If you run into any questions or issues, we’ve got you covered:

  • 📞 Onboarding calls: You’ll also have onboarding calls where you can ask questions live and get direct support from our team

💪 You’ve Got This!

Setting up is just the first step toward running your gym like a pro. We’re here every step of the way to help you succeed.

To help not make this too overwhelming, we've created an Express Checklist so that you can get the satisfaction of "crossing off the list" as you go through the set-up! You can find that below:

🔑 Let’s Get You Signed In

Follow these simple steps to log in to your Chalk It Pro+ account:

  1. ✉️ Enter your email username

  2. 🔒 Enter your password (you can change this at any time)


Select Your Phone Number Options

Lets do this step first, because if you choose Option 2, it could take some time to complete. So the sooner, the better.

Below are two ways to get a phone number through your Chalk It Pro+ system.

💡 Why Get a Number Through Us?

Using a Chalk It Pro+ phone number allows for scalability and shared communication.

Unlike a personal cell or landline, your Chalk It Pro+ number can:

  • Support multiple users making and receiving calls simultaneously

  • Allow you to delegate communication as your team grows

  • Eliminate the need for multiple phones or personal numbers

It’s a streamlined, professional solution built for growing gyms.

☑️ Option 1 — Get a New Number

You may not be married to your old number or don't have one currently. If you don’t take any action right now, we’ll automatically assign you a new number within the Chalk It Pro+ system.

This lets you start calling and texting prospects right away.

🔄 Option 2 — Request a Number Port

If you’d like to move your existing number into Chalk It Pro+, you can do that too!

  1. Click the button below to fill out the Number Port Request Form.

  2. Our team will help guide the process.

  3. Porting typically takes about 2 weeks to complete.

Don’t worry — we’ll give you a temporary number in the meantime so you can start using Chalk It Pro+ immediately.


Add All Team Members

In this step, you’ll add all staff members who will help manage your Chalk It Pro+ system.

🧭 How to Add Team Members

  1. Go to Settings → My Staff

  2. Click + Add User

  3. Enter each team member’s details

⏰ Don’t Forget!

Be sure to set each individual’s time zone when adding them.
This ensures accurate scheduling, communication, and automation.


Download Our Apps

Chalk It Pro

Chalk It Pro+


Sign in to Google and Facebook/Instagram

➡️Google

✅ Use the same email that you use for your Google Business Profile

➡️Facebook/Instagram

✅Every Facebook Business Profile is associated with a personal account. Sign in to your personal account to select your business.

✅Make sure Instagram is connected properly through Facebook in order to connect Instagram to Chalk It Pro+ through Facebook. You can reach out to Facebook if you're having trouble connecting the two accounts through Facebook.


Update Business Information

You can find your business details in Settings → Business Profile.

Follow these steps to make sure your gym information is accurate and branded correctly:

Business Profile Fields

Logo
Upload your gym logo. This will appear on branded emails and workflows.

Friendly & Legal Business Name

  • Friendly (DBA): The name members recognize — e.g. Awesomeness Fitness

  • Legal Business Name: Your official registered name — e.g. AwesomeFit, LLC

Email
Enter the email address where you’d like to receive notifications from Chalk It Pro+.

Phone
Add your business phone number. (You can update this later depending on your phone setup preferences.)

Branded Domain
➡️ Skip this field for now.

Business Website
Enter your main website URL.

Business Physical Address
Add your gym’s address.
You can also update your Time Zone and Language here.

Authorized Representative
This should be you — the gym owner or authorized account manager.

Business Information
Enter your legal business information here.

General
➡️ Skip these options.

Contact Deduplication Preferences
➡️ Skip these options.

Voicemail Settings

Once you’ve completed all fields, continue to update your voicemail settings.


Calendar Set-up

Please take a few minutes and watch this video on how to set-up your calendar availability for prospective clients for sessions like - No Sweat Intros or Consultations.


Integrate a Subdomain for Funnels

What this is for

When you run promotions like Black Friday deals or Back to School specials, you can use custom subdomains for your funnels — giving leads a branded, professional URL to submit their info. Much cleaner than a Google Form!

How to set it up

  1. Go to Domains & URL Redirects

  2. Click + Connect a Domain

  3. Choose what you want to connect to (e.g. Funnel, Website, Store, Blog, or Webinar)

  4. Enter your subdomain in this format:
    go.yourdomain.com

    • Always start with “go.”

    • Replace yourdomain.com with your actual website domain

  5. Authorize your domain when prompted

  6. If asked to set a default funnel, you can skip this step.

    • When you create new funnels later, you’ll use forward slashes to differentiate them.

    • Example: go.yourdomain.com/back-to-school-2026


Select your Google Review Link

Note: This option is only available after you’ve connected your Google Business Page.

To integrate a direct link to your Google review page (so members and drop-ins can leave reviews easily), follow these steps:

  1. Go to Reputation

  2. Click Settings

  3. Select Review Link

  4. Choose Get Reviews on Google

  5. Select the Google Account you’ve connected

Once completed, you can capture the unique link to use in SMS messages or emails.

💡 When customers click this link, they’ll be taken directly to your Google Business page to leave a review — no extra steps needed!


Upload your Members, Leads, and Former Members

Please watch this quick video on how to import all of your contacts and create Smart Lists for easy member management within Chalk It Pro+


How to Get Support

We offer a few different support options depending on your question or concern:

💬 Facebook Group

Join our Chalk It Pro User Facebook Group — a space for gym owners and coaches to collaborate, share ideas, and get help with operational questions.

Here are some examples of great questions for the group:

  • “I’m running a 6-week challenge — what are your must-dos and don’ts? How did you set it up in CHIP”

  • “How are people managing their apparel preorders?”

💡 These types of discussions are perfect for this community forum! There's a search bar in the FB group where you can start in case the question has been asked already!

💬 Support Questions and Concerns

➡️Fastest Way to Get Help: Our Help Center

The quickest and easiest way to find answers is by visiting our comprehensive Help Center. Accessible directly from the "Tutorials/FAQs" section in your app's menu, our Help Center contains nearly 300 articles covering a wide range of topics, including:

  • Admin and Coach Functions

  • Athlete Profiles and Management

  • Marketplace Programming

  • Billing and Member Information

  • Software Integrations

➡️Contacting Our Support Team

If you can't find the answer you're looking for in the Help Center, or if you need to report a bug, request a new feature, or discuss a concern, you can reach our team through the following channels:

  • Chat: Use the chat feature located on the Tutorials/FAQs page.

  • Email: Send a detailed message to support@chalkitpro.com.

Our support inbox is monitored closely throughout the week and periodically on weekends. While response times may vary, we will address your inquiry as quickly as possible.

➡️For More Complex Issues

Some issues require more in-depth support than an email or chat conversation can provide. In these cases, we are happy to schedule a Zoom call to walk you through a solution. We can also create personalized video tutorials that you can reference anytime.

To help us resolve your issue efficiently, please include the following (if applicable) in your support request:

  • A detailed description of the problem.

  • Information on who is experiencing the issue (e.g., specific members, coaches).

  • The time and date the issue occurred.

  • Screenshots or a screen recording of the issue.

Your detailed information allows us to gather necessary data, investigate the problem thoroughly, and provide you with an effective solution.

Thank you for your patience and for being a part of the Chalk It Pro community. We are dedicated to helping you succeed.


Finish Onboarding


Chalk It Pro+ Overview

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