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Creating New Clients

Who can use this feature?

Pike13 Plan:

✓ Premium
✓ Advanced
✓ Essential

Role:

✓ Primary Owner
✓ Owners
✓ Managers
✓ Staff
✗ Limited Staff

Choose your Pike13 experience

This article contains instructions for

 

Adding a Client

  1. Click on the 3 bars in the upper left hand corner
  2. Select Clients.
  3. Click on the down arrow in the upper right hand corner
  4. Choose +New Client
  5. Enter the person's preferred pronoun, first name, last name, email address, and any other information your business requires.
  6. Select a primary home location, a primary staff member, whether to issue a complimentary pass, or send the welcome email.
  7. If this client is not managing another person, click Finish.
  8. If this client manages another person, choose Add Dependent and complete the process for that person.
  9. Click Finish when you have added all client information.

Note

Changing a client to a non-client

If the client is only managing dependents and is not enrolling or making purchases for themselves, you can make them a non-client. Non-clients will not appear in the client list and will not be required to sign a waiver for themselves. To change a client to a non-client, go to their client profile and select Make (name) a non-client in the right hand menu.

Adding a Client

  1. Select Clients in at the top of any page.
  2. Click +New ClientNew_Client_.png
  3. Enter the person's preferred pronoun, first name, last name, email address, and any other information your business requires.
  4. Select a primary home location, a primary staff member, whether to issue a complimentary pass, or send the welcome email.
  5. If this client is not managing another person, click Finish.
  6. If this client manages another person, click Add Dependent and complete the process for that person.Add_Dependent.png
  7. Click Finish when you have added all client information.

Note

Changing a client to a non-client

If the client is only managing dependents and is not enrolling or making purchases for themselves, you can make them a non-client. Non-clients will not appear in the client list and will not be required to sign a waiver for themselves. To change a client to a non-client, go to their client profile and select Make (name) a non-client in the right hand menu.