Step Six - People: Clients

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.

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.