This course will teach you how to optimize EverFit’s automation tools to streamline your client onboarding process. From setting up payments to creating personalized Autoflows, you’ll learn how to make onboarding efficient and seamless for both you and your clients.
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This lesson walks you through EverFit’s onboarding features, focusing on setting up payments, forms, onboarding messages, assignments, and autoflows. Learn how to automate everything from client payments to resource access, ensuring an organised and efficient onboarding flow for all types of clients.
16m
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This lesson provides a detailed guide on setting up Autoflows in EverFit. From gathering initial client data, such as body measurements and progress photos, to scheduling check-ins and feedback forms, you'll learn how to set up a seamless client journey. We’ll also cover how to incorporate habit tracking, feedback calls, and personalised resources into your autoflow.
14m
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This lesson walks you through creating a customer journey that is both personalised and scalable. By auditing customer data, offering tailored resources, and incorporating regular feedback, you can elevate the experience and ensure long-term loyalty. It includes practical tips on onboarding, ongoing engagement, and leveraging community interaction, as well as implementing referral and loyalty programs.
17m
.jpg&w=3840&q=75)
This lesson will explore how to use the automation tools available in EverFit, focusing on setting up onboarding flows for clients. Learn how to streamline the client onboarding process, from creating custom forms and assigning programs to setting up personalised welcome messages and community forums. We also cover how to differentiate flows for premium and subscription-based clients, ensuring each client gets a tailored experience.
16m
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This lesson covers the complete process of configuring payments and packages in EverFit, from connecting Stripe for payment processing to setting up sequences, pricing, and subscription options. It also delves into managing subscription settings, offering trials, and ensuring proper access to resources. Whether you’re setting up a one-time purchase or an ongoing subscription, this guide provides step-by-step instructions to help streamline your client’s experience.
10m
LESSON
1/5
This lesson walks you through EverFit’s onboarding features, focusing on setting up payments, forms, onboarding messages, assignments, and autoflows. Learn how to automate everything from client payments to resource access, ensuring an organised and efficient onboarding flow for all types of clients.
16m
This lesson provides a detailed guide on setting up Autoflows in EverFit. From gathering initial client data, such as body measurements and progress photos, to scheduling check-ins and feedback forms, you'll learn how to set up a seamless client journey. We’ll also cover how to incorporate habit tracking, feedback calls, and personalised resources into your autoflow.
14m
This lesson walks you through creating a customer journey that is both personalised and scalable. By auditing customer data, offering tailored resources, and incorporating regular feedback, you can elevate the experience and ensure long-term loyalty. It includes practical tips on onboarding, ongoing engagement, and leveraging community interaction, as well as implementing referral and loyalty programs.
17m
This lesson will explore how to use the automation tools available in EverFit, focusing on setting up onboarding flows for clients. Learn how to streamline the client onboarding process, from creating custom forms and assigning programs to setting up personalised welcome messages and community forums. We also cover how to differentiate flows for premium and subscription-based clients, ensuring each client gets a tailored experience.
16m
This lesson covers the complete process of configuring payments and packages in EverFit, from connecting Stripe for payment processing to setting up sequences, pricing, and subscription options. It also delves into managing subscription settings, offering trials, and ensuring proper access to resources. Whether you’re setting up a one-time purchase or an ongoing subscription, this guide provides step-by-step instructions to help streamline your client’s experience.
10m