OVERVIEW

Welcome to CHALK IT PRO (or CHIP as most of our clients like to call us)!

We are glad to have you on board and have put together this brief guide to help you get started.

Please refer to our help center for more in depth guides on all topics.

Here is more information on scheduling your onboarding calls:

The following are the recommended steps to follow for new clients using the class scheduler and billing module in CHIP. I've written this set-up guide after having first-hand experience setting up my own Chalk It Pro system and after taking many Onboarding calls. I've seen different wants and needs during set-up and have compiled the best possible flow for the set-up and even included some Good-to-Knows, which are just the most frequently asked questions in the Onboarding calls.

Our Base Pro Plan is just our Programming module. There's no billing, scheduling, or other big admin features. Want an all-in-one system ready to make your office-work managing your gym a breeze?

If you would ever like to consolidate your gyms apps into one amazingly powerful tool, take a look at upgrading to our Full Suite plan. It has...

Full Billing Capabilities w/ Built in Retail: Don't be held hostage to your software provider any longer...with Chalk It Pro, YOU OWN YOUR OWN BILLING!
Class Scheduling: Enjoy the seamless implementation of class reservations and attendance tracking.
Detailed Reporting Built In: Glean all the information about your attendance numbers, your billing stats and more, all right in Chalk It Pro.
Easy Migration: Help transferring from your current system over to CHIP.

Because this is just our Programming module, there's just a few steps you need to know to get you up and running:

STEP 1 - Create your Tracks

Tracks help define who has access to different programs within your gym. Think of them as categories that separate members, memberships, classes, and workout programs.

How Tracks Work

When creating a membership, you assign it to one or more tracks to control which classes and programs athletes can access.
If you offer multiple class types but only want specific memberships to access certain ones, tracks allow the system to enforce those restrictions automatically.

📌 Example:
You offer a Bootcamp class and a Bootcamp-only membership. By assigning this membership only to the Bootcamp track, members with this plan can only check in to Bootcamp classes.

Other Uses for Tracks

✅ Workout Programming – Assign different workouts to different tracks for customized programming.
✅ Class Calendar Management – Use tracks to organize and schedule classes efficiently.
✅ Unlimited Customization – Create unlimited tracks based on your gym’s needs.
✅ Additional Revenue Streams – Use tracks to manage offerings like Personal Training, Nutrition Coaching, or Specialty Programs.

By utilizing tracks effectively, you can streamline access control, improve class organization, and expand your gym’s services! 🚀

Creating Tracks

Tracks and Memberships Explained

STEP 2 - Create your current members in Chalk It Pro

2a. Importing your current members into Chalk It Pro

We can create your members ahead of time without sending invitations.

This allows you to set up everything in advance for your members. (payments, memberships, etc). You can ask them to register and get access to the platform later.

Short answer:

DOWNLOAD AND SEND A CSV SPREADSHEET of your members to support@chalkitpro.com with subject line Member Import.

Rules:

There are MANDATORY columns and OPTIONAL columns of data that you can import. Headers of the columns of data are text sensitive - titles of columns must read as they are below:

Mandatory Columns:

First Name

Last Name

Optional Columns:

Phone Number

Birth Date (m/d/yyyy)

Member Since (m/d/yyyy)

Gender (M/F)

Attendance Count

Address Line1

Address Line2

City

State

Zip

Country

Keep in mind that columns can not be combined - ex: Name (Tony Stark) needs to be in separate columns First Name (Tony) and Last Name (Stark).

*An option to you is to download your member data, download the member template below, and paste the info into the appropriate columns. See video below for example. Then save it as a .csv file and send to support@chalkitpro.com with subject line "Member Import".

Member Data Template

2b. Send an invite link

Email your members a link to get registered. You can find that under Members > Send Email Invites

STEP 3 - Import programming from your old platform (optional)

Please be advised we can currently only import from SugarWOD, Wodify, ZenPlanner, and Triib Xplor.

This link will show you how to import your old workouts from your old system.

Import Programming

This link will show you how to import your gym's user results from your old system.

Import Gym's User Results

This link will show you how to import individual results from your old system.

Individual User Results

There is a major difference between Gym's User Results and Individual User Results. Software like Wodify and Triib export the entire gym's results for you to import into CHIP. Software like SugarWOD only allow the user to export their personal results. So we have two methods to support both. Please read carefully. If you'd like us to do the import or need assistance, please email support@chalkitpro.com.

Step 4 - Programming

Here is a series of articles in our Help Center about Programming: https://intercom.help/chalk-it-pro/en/collections/11183206-track-programming-workout-programs-faq

Programming for classes, PT clients, etc is done out of Track Programming under the Coaches menu.

A place for Members/Athlete's to program their own workouts is Workout Builder: https://intercom.help/chalk-it-pro/en/articles/10054116-how-do-i-create-my-own-workouts-as-an-athlete

For those of you that would like to explore or have explored the option of getting programming from our Marketplace, you can find a series of articles from our Help Center here: https://intercom.help/chalk-it-pro/en/collections/11014887-marketplace-programming-faq