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.
In our first video, we will touch on the different roles both staff and clients can have in Pike13.
Video: Overview of people
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 and purchase your passes and plans.
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
Before moving on to Step Seven - Upgrades, Apps and Add Ons, please make sure you have:
- Added your Clients to your site
- Download the Kiosk App to allow quick check-in for your clients
- Share Pike13 Staff app link with your staff.
If you have questions about these tasks, please reach out to your onboarding specialist.