Customers

Quick Booking for Classes
The Quick Booking feature allows you to add yourself (clients) or your customers (as a business) into multiple classes into the future (depending on ...
Thu, 7 Oct, 2021 at 3:05 PM
Adding/Updating Emergency Contact Information
There are now TWO ways you can add emergency contact to your profile as a Client, and ONE way as a business. Client Adding Emergency Contact If y...
Mon, 3 Jan, 2022 at 1:32 PM
How to Update your Customer's Credit Card or Payment Information
As a business, you'll need the ability to update or remove your client's personal credit card from Fitli so you can continue purchasing for them and...
Tue, 12 Oct, 2021 at 1:54 PM
Handling Failing Client Auto-Renewing Memberships
Here's a comprehensive guide on how to easily manage your clients' auto-renewing memberships! The Problem: Clients who are on periodic auto-renewa...
Fri, 8 Oct, 2021 at 4:11 PM
Updating Client Balances with Specific Services
Currently, after a client makes a purchase of a package, it's difficult to edit the classes, services or appointments that are included in that specific...
Fri, 20 Aug, 2021 at 4:39 PM
Client Notifications
In case your clients don't want to receive messages anymore, you can turn their notifications off on their profiles. You can still advise them to access...
Thu, 7 Oct, 2021 at 12:22 PM
Set Client Renewal or Charge Date
Setting your clients' automatic renewing packages' next charge/renewal date is simple! Here's how... Step 1: Locate the client First, head to y...
Wed, 6 Oct, 2021 at 4:56 PM
How to Import Users from Zen Planner?
If you're transferring your existing customer lists from another software service, such as Zen Planner, simply send us the exported file and we can hel...
Fri, 17 Apr, 2020 at 3:44 PM
How can I see my new clients or customers who've signed up?
If you're looking to see new clients or customers and when they've been added or signed up, head to your Customers List.  Once there, look for the ...
Fri, 17 Apr, 2020 at 3:45 PM
Customer List Enhancements
We've added several improvements to the Customer List. Now, you can see and sort when clients signed up, search by a specific time period, click on the ...
Fri, 17 Apr, 2020 at 3:53 PM