Who can use this feature?
- More information about Pike13 Plans and Roles
Pike13 helps you track and manage the people you provide service to so you can build stronger relationships. The following roles determine visibility and access to your service offerings and products.
A visitor is a person who views your Pike13 site when they are not signed in. When a visitor attempts to enroll in an event or make a purchase, Pike13 will ask the person to create an account or sign in before they can complete the action. A visitor becomes a client after they create an account.
A client is a person who has an account with your business. This person can buy passes and plans, enroll in classes and courses, and book appointments based on the restrictions and requirements you set up.
Membership is dictated by those plans/passes that have the question "Are clients who buy this considered members?" answered "Yes." When a client purchases this plan/pass, they will be considered a Member as long as the pass/plan is active.
With this Member status, you can distinguish between Members and Clients in Analytics & Reporting. You can also create products that only members can purchase and create Services that only Members can enroll in.
Non-clients are typically account managers that create an account only to manage dependents. Non-clients do not enroll themselves in classes or purchase passes/plans and they will not be required to sign a waiver for themselves.