Complete setup guide when starting in the system

1. Create your email templates

Start by setting up these essential email templates:

• Drop-in confirmation

• Welcome email

• Pause/Bero email

• Cancellation email

• Guest email

How to do it:

1. From the dashboard frontpage,  in the menu on the left find → Settings

2. Choose Email templates

3. Create new or edit existing templates

4. Make sure the template type matches the purpose, e.g.,

   • Welcome email → Type: “Welcome back”

   • Cancellation email → Type: “Cancellation”

2. Create your contracts

From the dashboard frontpage,  in the menu on the left find → Sales → Memberships → Contracts

Here you can:

• Create new contracts

• Edit existing contracts

• Attach a contract to a membership

• Require signature, so members must sign in the app

⚠️ Note: Placeholder text in contracts does not fill automatically.

3. Set up your class types

Create one type per class to ensure structure.
Examples: WOD, Cardio, Weightlifting, Mobility.

4. Create or edit schedules (class planning)

From the dashboard frontpage,  in the menu on the left find →Training → Classes → Planning

Schedules can be used for:

• Year-round classes

• Short courses

• Repeating daily/weekly classes

When creating a schedule, set:

• Title

• Class type

• Location

• Image

• Days + times

• Duration

• Trainer (optional)

• Attached members (for closed groups)

When finished, link the schedule to:
Memberships, clip cards, campaigns, drop-ins, etc.

5. Create memberships and connect everything

From the dashboard frontpage,  in the menu on the left find → Sales → Memberships → Contingents

For each membership:

• Add name, title, image

• Attach contract

• Choose which class types it gives access to

• Attach welcome, pause and cancellation emails

• Set the price

• Choose availability dates