Step Six - People: Clients
Learn how to add clients, define their roles, and set up family accounts so they can enroll and pay correctly.
Now that you have completed Step Five , we will walk through how to clients to your site and show you how their roles and permissions impact what they can see and do in Pike13.
Introduction
In our first video, we will touch on the different roles both staff and clients can have in Pike13.
Video: Overview of people
Topics referenced in this video:
Clients: Visitors, Clients and Members
Now, we will go over what makes a person a visitor, client or member. This distinction is important when setting up who can enroll in your classes, appointments, or courses, as well as make a purchase.
Video: Clients
Topics referenced in this video:
Clients: Account Manager / Dependents
Finally, we will look at how you can set up a client as an Account Manager and their other family members as Dependents. We will also show you how this relationship will allow clients to share passes, plans and payment methods.
Video: Account Manager / Dependents
Topics referenced in this video:
Before moving on to Step Seven - Upgrades, Apps and Add Ons, please make sure you have:
- Added your clients to your site
- Double checked your Client Signup settings under Advanced Settings
- Followed up with your onboarding specialist regarding your client import if you're migrating an existing client list from prior software
If you have questions about these tasks, please reach out to your onboarding specialist.