Business Features

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115 articles in this collection
Written by Dan and Roxy

Business 'Leads' for New Client Accounts

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Written by Dan
Updated this week

Linking directly to a Class or Appointments

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Written by Dan
Updated this week

Promotion Code and Payment Type Updates

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Written by Dan
Updated this week

Updating Client Balances with Specific Products

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Written by Dan
Updated this week

Handling Failing Client Auto-Renewing Memberships

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Written by Dan
Updated this week

How to Update your Customer's Credit Card or Payment Information

Your client wants to change the credit card on file, remove or add a new card.
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Written by Roxy
Updated over a week ago

How to Make a Package/Membership Available to Select Customers

You want some of your customers to purchase a package/membership and not make it available for everyone.
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Written by Roxy
Updated over a week ago

Self-Check In: Business Guide

Welcome to Client Self Check In!
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Written by Dan
Updated over a week ago

New Help Features

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Written by Roxy
Updated over a week ago

Account Balance Reporting: Updates

How to find a client's next charge date for an auto renewal membership on the Account Balance Reports Page
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Written by Roxy
Updated over a week ago

Customer Profile Enhancements: Expire Memberships

Cancel a client's auto-renewing membership immediately, no more waiting.
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Written by Roxy
Updated over a week ago

Is there a way to print my Business' schedule?

Print your schedule and post it anywhere.
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Written by Roxy
Updated over a week ago

Relationships 3.0 - Appointment Bookings!

Now booking clients and their relationships into appointments.
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Written by Dan
Updated over a week ago

How to provide a customer with a complimentary Product or Package?

Need to gift a package, membership or class to a customer? Here's how!
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Written by Roxy
Updated over a week ago

Relationships 2.0 - Client Bookings!

Clients can NOW book themselves and their Relationships into classes!
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Written by Dan
Updated over a week ago

How to set a link for a specific class?

Need to set-up a link for a specific class? Here's how...
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Written by Roxy
Updated over a week ago

How can I see my new clients or customers who've signed up?

Looking for a list or information on new clients / customers who've signed up or were added? Here's how!
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Written by Dan
Updated over a week ago

How to Import Users from Zen Planner?

Export or import your customer list from Zen Planner
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Written by Roxy
Updated over a week ago

Where can I see what I have paid in credit card processing fees?

You need to know what your merchant fees have been?
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Written by Roxy
Updated over a week ago

How can I adjust my appointment availability?

Need to set up when you or a trainer can be booked for an appointment? Here's how!
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Written by Dan
Updated over a week ago

Exporting your Sales, Booking or Account Balances report and seeing weird characters?

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Written by Roxy
Updated over a week ago

Set Client Renewal or Charge Date

Now you can manually set the renewal/next charge date for a client's auto-renewing membership!
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Written by Dan
Updated over a week ago

Client Notifications

Now you, the business, can turn on or off email and text notifications for your clients!
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Written by Dan
Updated over a week ago

Is Fitli HIPPA compliant?

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Written by Dan
Updated over a week ago

Relationships - Overview and FAQ

Flexible sharing of packages and memberships for family, children, friends and groups!
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Written by Dan
Updated over a week ago

Updated Customer Account Profile

Customer Profile - now with headers for Sessions, Account Balances, Auto-Renewing Plans and Memberships.
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Written by Dan
Updated over a week ago

Class and Appointment Facilities Updated

Default facilities, improved messaging when removing existing facilities!
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Written by Dan
Updated over a week ago

Relationships - Getting Started Guide (Step 1 - How does it Work?)

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Written by Dan
Updated over a week ago

Blocked Time Events - Now with Titles, Descriptions and more!

Be more descriptive with your Blocked Time events on the calendar!
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Written by Dan
Updated over a week ago

Relationships - Getting Started Guide (Step 2 - Setup)

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Written by Dan
Updated over a week ago

Relationships - Getting Started Guide (Step 3 - Package Sharing)

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Written by Dan
Updated over a week ago

Session Profile Updates

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Written by Dan
Updated over a week ago

Relationships - Getting Started Guide (Step 4 - Creating Relationships)

Creating new relationships!
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Written by Dan
Updated over a week ago

Relationships - Getting Started Guide (Step 5 - Purchase Shared Packages for Clients and their Relationships)

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Written by Dan
Updated over a week ago

Relationships - Getting Started Guide (Step 6 - Book your Client or their Relationships)

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Written by Dan
Updated over a week ago

Booking Report Improvements!

Now, more information from your Booking Report to help you grow!
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Written by Dan
Updated over a week ago

Customer List Enhancements

Now you can search, sort and view your client's sign up date!
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Written by Dan
Updated this week

Report Enhancements - Sales and Booking Reports

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Written by Dan
Updated over a week ago

New 'Reviews' Option - Don't ask Again!

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Written by Dan
Updated over a week ago

Booking or Reserve a Spot for Free - Pay Later

Want to allow your clients to book or reserve a spot for free, but pay later or at the time of service? Here's how!
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Written by Dan
Updated over a week ago

Quick Booking for Appointments or How to Book Appointments

Need quick or recurring booking for appointments? Here's a few tips to help you save time!
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Written by Dan
Updated over a week ago

Edit or change Purchase Notes on the Sales Report

Need to add a note, or make a change? Here's how!
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Written by Dan
Updated over a week ago

Session Adjustments and Expiration Dates

Want to change how many sessions or classes your clients have? Or need to edit an expiration date? It's here!!
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Written by Dan
Updated over a week ago

January 2019 - Feature Updates!

Here's some more items we've added or improved to make your 2019 great!
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Written by Dan
Updated over a week ago

Can I set customers to be inactive or remove them from my list?

Need to clean up your Customers list? Now you can!
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Written by Dan
Updated over a week ago

Can my clients see a history or report of their purchases?

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Written by Dan
Updated over a week ago

Account Balance Report Improvements!

Want to see exactly what your clients have access to, and details on those sessions/packages?
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Written by Dan
Updated over a week ago

How do I view my professional or business reviews on Fitli?

Got a review? Here's how you check it out!
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Written by Dan
Updated over a week ago

Can I search my Sales Report, or sort the data in any way?

Need to search for specific sales by client, date, price, etc - or sort the data? Now you can!
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Written by Dan
Updated over a week ago

Can I show or hide expired client sessions from their profile?

Want to show or hide client expired sessions? Here's how!
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Written by Dan
Updated over a week ago

Can I edit my client's personal profile information (email address?)

Need to change or modify most of your client's personal information for them? Now you can! (except for email)
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Written by Dan
Updated over a week ago

Can customers see who, or how many clients are booked in a class?

Curious what your customers are seeing when booking? Here's the info!
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Written by Dan
Updated over a week ago

Gift Certificates? No problem!

Looking to gift a package or purchase to a client, you've got options!
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Written by Dan
Updated over a week ago

Will I be receiving a 1099-K from Fitli for my business?

Need tax help for your online business or accounting questions? We can help!
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Written by Dan
Updated over a week ago

Can I provide a statement, invoice or document for payment or reimbursement purposes?

Your clients need a document for work or insurance reimbursement?
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Written by Dan
Updated over a week ago

"Deep Links" to the Package and Membership Purchase Process

Want a link for your customers to purchase packages and/or products? We've got it!
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Written by Dan
Updated over a week ago

Importing, exporting and Customer List Questions?

Have questions about importing or exporting your customer list?
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Written by Dan
Updated over a week ago

New User Interface, Menus and improved Mobile Experience!

We've redesigned the interface, menus and toolbars to provide a better mobile experience - check it out!
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Written by Dan
Updated over a week ago

Can I resend an invitation to a customer?

Customer didn't get an invite to join Fitli? You can resend it!
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Written by Dan
Updated over a week ago

How to add existing customers to your Fitli Customer List?

Have a customer with a Fitli account, but they aren't showing up in your Customer List? Just add them in!
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Written by Dan
Updated over a week ago

How to Cancel or Remove a class from your Calendar?

Need to cancel or remove a class from your business calendar? Here's how!
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Written by Dan
Updated over a week ago

Requesting Client Refunds

Need to request a refund for a client's purchase? Here's how!
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Written by Dan
Updated over a week ago

Interested in hibernating (temporarily suspending) your Fitli business account?

Need to temporarily suspend your account? Here's how.
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Written by Dan
Updated over a week ago

Why can't I book a specific time slot for a client's appointment with a trainer?

Not finding the time slot you want to book an appointment for? Here's the likely reason and how to fix it.
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Written by Dan
Updated over a week ago

Can I send emails to all of my customers or my entire client base?

Looking to contact your customers?
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Written by Dan
Updated over a week ago

Does Fitli offer payroll services or payroll for employees?

Payroll or paying employees?
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Written by Dan
Updated over a week ago

Can I have a customer without an email address?

Have a customer without an email? Here's how!
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Written by Dan
Updated over a week ago

How can I cancel an auto-renewing membership?

Business or client, and looking to cancel an auto-renewing membership? Here's how!
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Written by Dan
Updated over a week ago

Can I send emails or messages to my clients and customers?

Messaging your clients - now improved!
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Written by Dan
Updated over a week ago

Can I customize the notifications to my customers for booking or scheduling classes?

Customizing your booking and scheduling notifications
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Written by Dan
Updated over a week ago

Waitlist for Classes

Full or popular class? We now have waitlist for your busy classes, here's how to set it up!
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Written by Dan
Updated over a week ago

How do I update my Tax ID number?

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Written by Dan
Updated over a week ago

How do I change the colors for my products?

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Written by Dan
Updated over a week ago

How to create a promotion or use promotion codes?

Want to offer promotions, coupons, discounts or sales? Here's how!
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Written by Dan
Updated over a week ago

How to view a clients remaining sessions?

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Written by Dan
Updated over a week ago

What is a package and how to create one?

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Written by Dan
Updated over a week ago

How do I add Customers to my Business?

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Written by Dan
Updated over a week ago

How to add a 'Book Now' button to your Facebook page?

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Written by Dan
Updated over a week ago

Signing up for a Fitli Business Account

Signup for and create your Fitli Business Account!
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Written by Dan
Updated this week

How to upgrade your Personal account to a Professional or Business account?

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Written by Dan
Updated over a week ago

What are products, and how do I create them?

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Written by Dan
Updated this week

Does fitli have the credit card numbers for our customers in your system?

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Written by Dan
Updated over a week ago

Do you require the CVV field for credit card processing?

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Written by Dan
Updated over a week ago

How to book a session / class for your customers

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Written by Dan
Updated over a week ago

How to customize locations or facilities or how to remove them?

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Written by Dan
Updated over a week ago

How do I create a 'blocked time' event on my calendar? I want to be unavailable for a certain period.

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Written by Dan
Updated over a week ago

Does Fitli support credit card swipers for entering card information?

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Written by Dan
Updated over a week ago

How to de-activate / re-activate a product

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Written by Dan
Updated over a week ago

New default Calendar View

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Written by Dan
Updated over a week ago

How can I edit or change a product once I've created it?

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Written by Dan
Updated over a week ago

Setting up Appointments for Your Business

How to get Appointments Up and Running? Here's how!
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Written by Dan
Updated over a week ago

How do I update my business credit card on file with Fitli?

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Written by Dan
Updated over a week ago

Customers have booked/purchased products through fitli, how long until I see the money in my bank account?

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Written by Dan
Updated over a week ago

Getting Started with Appointments

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Written by Dan
Updated over a week ago

What are appointments?

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Written by Dan
Updated over a week ago

Can I sell retail products with Fitli? How do I set that up?

How to set up selling retail products using Products and Packages? Easy, here's how!
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Written by Dan
Updated over a week ago