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Creating New Clients

  • Updated

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, their email address, and any other information your business requires.
  6. Choose whether to issue a complimentary pass, select a primary staff member, send the welcome email, and choose a primary home location if applicable.
  7. If this client s 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 completed adding all of the client information.

Note

Changing a client to a non-client

If the client is only managing dependents and are 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 in the right hand menu select Make (name) a non-client.

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, their email address, and any other information your business requires.
  4. Choose whether to issue a complimentary pass, select a primary staff member, send the welcome email, and choose a primary home location if applicable.
  5. If this client s not managing another person, click Finish
  6. If this client manages another person, choose Add Dependent and complete the process for that person.Add_Dependent.png
  7. Click Finish when you have completed adding all of the client information.

Note

Changing a client to a non-client

If the client is only managing dependents and are 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 in the right hand menu select Make (name) a non-client.