Visitors, Clients, Members & Non-Clients

Pike13 categorizes the people interacting with your business into four main groups. Understanding these roles helps you manage access, reporting, and marketing effectively.

Visitors

A Visitor is an anonymous person browsing your Pike13 website who has not yet signed in.

• Capabilities: They can view your schedule and services.

• Transition: When a visitor attempts to enroll in a class or make a purchase, they are prompted to create an account. Once the account is created, they automatically become a Client.

Clients

A Client is anyone who has a created account with your business.

• Capabilities: They can log in, buy passes and plans, enroll in classes, and book appointments (based on your settings).

• Status: This is the default status for anyone with a profile in your system.

Members

A Member is a specific type of Client who holds an active Pass or Plan that grants membership status.

• How to designate: In the settings for a Pass or Plan, there is an option labeled "Are clients who buy this considered members?" If set to Yes, any client with that active plan is a "Member."

• Benefits:

  • Reporting: You can filter reports to distinguish between casual drop-ins (Clients) and committed members (Members).

  • Exclusive Access: You can create products or classes that are restricted so only Members can purchase or enroll.

Non-Clients

A Non-client is typically a parent or guardian who manages an account for a dependent but does not participate in services themselves.

• Role: They act as the "Account Manager" to pay bills and sign waivers for their children.

• Restrictions: Because they are not taking classes themselves, they:

  • Do not need to sign a waiver for themselves.

  • Do not appear on class rosters.

  • Note: A non-client can become a client at any time if they decide to enroll in a class for themselves.