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Visitors, Clients, Members & Non-Clients

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

Who can use this feature?

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

Visitors

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

  • 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 log in or create a profile. Once the profile is created, they will be a Client.

Clients

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

  • Capabilities: They can log in, buy passes and plans, enroll in classes, and book appointments based on configured 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 a setting labeled Are clients who buy this considered members? If set to Yes, any client with and active plan or pass of that type is considered a Member.

  • Benefits:

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

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

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 dependents.

  • 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 enroll in a service or purchase a plan/pass for themselves.