Understanding Client Roles

In Pike13, the way you manage and track the people engaging with your business is key to building lasting relationships. Each role helps you deliver the right service at the right time while giving clients a personalized experience. Let's dive into the roles you’ll encounter and how they shape the way your business runs.

 

 

Visitors: The First-Timers

Visitors are the window shoppers of your Pike13 site. They’re curious, exploring your offerings, but haven’t signed in or created an account yet. Here’s where Pike13 gives you an edge: when visitors are ready to commit—whether that’s booking an appointment or enrolling in a class—they’ll be prompted to create an account. That’s their transition from visitor to client. So every click, every interaction, brings them one step closer to becoming a loyal customer.

Clients: Your Key Players

A client is anyone who’s created an account with your business. These are the people buying passes, booking appointments, and enrolling in your classes and events. Clients have full access to your offerings based on the criteria you set. Want to make sure only certain clients get into your premium courses? No problem—Pike13’s customizable client roles help you offer the right services to the right people.

This is where your relationship really begins. Clients are the backbone of your business, and with Pike13, managing them has never been easier.

Members: Your VIPs

Want to offer a premium experience for your most dedicated clients? This is where Members come in. When a client buys a specific plan or pass that’s marked as a membership, they’re automatically upgraded to Member status. Membership perks could include exclusive access to certain services, members-only events, or even discounted products.

With Pike13, you can easily differentiate between members and clients in your reporting and analytics, helping you understand which of your offerings are driving the most value. Think of it as rolling out the red carpet for your VIPs—members enjoy a little extra and feel more connected to your business.

Non-clients: For the Managers

Not everyone is coming to your business for themselves. Non-clients are typically account managers—people who create an account solely to manage dependents. They won’t sign up for classes or purchase passes for themselves, but they’re crucial to your client base as they manage the enrollments and purchases for their children or dependents. Non-clients are easy to track, and they help make family account management seamless in Pike13.

 

Why It Matters

Understanding these roles is essential to maximizing the potential of your Pike13 site. Whether you’re capturing new leads (visitors), nurturing relationships (clients), rewarding loyalty (members), or simplifying family management (non-clients), Pike13 makes it easy to track, manage, and tailor your services. This flexibility allows you to grow your business efficiently, offering personalized experiences that make every client feel valued.

Take advantage of these roles to unlock new ways to engage with your customers and drive long-term success!