Getting Started
Initial Guide for users
19 articles
Business Insights & Schedule
Overview of KPIs and class schedule
📊 DashboardGet a high-level overview of KPIs for fitness or wellness businesses, tracking sales, revenue, and client engagement by date range.
📅 ScheduleExplore the class schedule for a clear overview of upcoming sessions, helping you easily track and plan your participation.
Client Engagement & Communication
Manage client details and communication history
📩 InboxManage client interactions! View message history, send new messages, & control communication preferences.
🧑🤝🧑 ClientsManage your clients with ease! Search, filter, and view client details including contact info, membership status, and acquisition data. All in one place!
📒Client Interaction Logging GuideThe Client Interaction Logging feature allows you to document and categorize both phone calls and in-person meetings with clients. This ensures all communications are recorded for better follow-ups and decision-making.
📝 Guding your AI assistantLearn how to guide your AI assistant with feedback to enhance response quality, clarity, and effectiveness over time.
SMS TemplateStudios can create and reuse messaging templates for campaigns, SMS, and client communications.
Assistants & Tasks
AI-powered task automation and workflow management to streamline operations and enhance efficiency
💁 AssistantsExplore features and try prompts to see how the assistant can assist you. Adjust context and preferences for tailored assistance.
📋 TaskThis system integrates with the AI assistant to streamline workflows, automate tasks, generate suggestions, and support staff in completing manual tasks collaboratively.
Stacks
What are Stacks?
🎯 StacksStacks are workflows grouping prospects by traits (e.g., scheduled class). Studios can't create stacks; contact support for changes.
⚙️ Stack SettingsThis page lists prospects in the stack, grouped by specific criteria. Each stack varies in purpose, targeting users like missed sales or bookings.
Settings
Notification and System Preferences
🔧 SettingsAllows studio users customize Messaging and Notification preferences
🔔NotificationsChoose how you would like to be notified, whether through pop-up alerts, email. Stay updated on important tasks.
Phone Call Logging & In-Person Interaction LoggingPhone Call Logging and In-Person Interaction Logging allow staff to record client calls and visits, with Owners controlling their availability for the studio.
Submit EnhancementGuide AI messaging with your feedback
Campaigns
What are campaigns and how do you set them up?
📢 CampaignsView and manage your active and past text message campaigns, track performance, and send new campaigns from this page.
📝 Create a CampaignCreate text message campaigns by setting details, scheduling, and following best practices like concise messaging and clear calls to action.
Packages and Memberships Management
Manage studio packages and memberships to support AI guidance
📦 PackagesBrowse studio packages and memberships, each designed with details to help the your AI assistant provide accurate and helpful guidance.