Skip to content
  • There are no suggestions because the search field is empty.

Creating New Clients

In Pike13, every individual who interacts with your business starts with a Client profile. Whether you are onboarding a new athlete, a student, or someone managing their dependent's schedules, getting their profile set up correctly is the first step in ensuring they have a smooth experience.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Mobile Browsers/Staff App

  1. Click on the 3 bars in the upper left hand corner, then click Clients.
  2. Click on the down arrow in the upper right hand corner, then click + New Client.
  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, choose Add Dependent and repeat the process as necessary for that person.
  7. Click Finish when you have added all client information.

Note

Converting a Client to a Non-Client

If a person only manages dependents and doesn’t enroll in services or make personal purchases, you can switch them to a Non-Client.

Key Benefits:

  • Cleaner Lists: They are removed from the active Client list.

  • Waiver Exempt: They are no longer required to sign a waiver for themselves.

Simply navigate to the person's Client Profile, and in the right-hand menu, select Make [Name] a non-client.

Desktop Browsers

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

Note

Converting a Client to a Non-Client

If a person only manages dependents and doesn’t enroll in services or make personal purchases, you can switch them to a Non-Client.

Key Benefits:

  • Cleaner Lists: They are removed from the active Client list.

  • Waiver Exempt: They are no longer required to sign a waiver for themselves.

Simply navigate to the person's Client Profile, and in the right-hand menu, select Make [Name] a non-client.