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Booking App and Resource Vault -Setup

Written by Sofia Zúñiga Vega

We are happy to announce that the Booking App and Resource Vault are now available for you to start using. Below are the written instructions for the Booking App and the Resource Vault in Fit Pro Tracker.

Batch Inviting Members and Trials to the Booking App -

--Log in to Fit Pro Tracker and go to Location.

--Click on Booking App

--You will see 3 groups of contacts: Members, Trials, Prospects

--If there are contacts that have not already received the invite, you will see how many have not been invited.

--Click Invite to send a batch invite to the category of contacts you wish to invite

--You will receive a pop-up notification to confirm you would like to send the invites.

--Click the "Send" button to send the invites.

--Click the "No" button to cancel the request.

--You may also filter the status of invites in the report on the Booking App page.

--Search by contact allows you to search by name (you can search by first name or last name)

--Filter a specific group by clicking the field that says "All Groups". Once clicked, you will have a dropdown to select the group you would like to filter.

--The All Status field allows you to select various statuses from the dropdown so that you may filter out by status. Statuses include: All Status, Accepted, Invite Sent, Not Invited Yet, and Expired.

Additional actions based on selected filter:

--Filtering to Invite Sent will show all contacts in all groups that were invited but have not yet registered. On the far right, there is an icon you may click on to resend the invite.

--Filtering to Not Invited Yet will show any contacts from all groups that have not yet been invited to the Booking App. You may send an invite to the individual by clicking the envelope icon on the far right of the contact info.

--If a contact does not register within 10 days of the invite being sent, the invitation will automatically expire. When you filter to expired invitations, you will have the option to resend the invitation to individuals by clicking the plane icon on the far right of the contact information.

--You will notice no additional options to send/resend an invite on the accepted filter. This is because the contact has registered on the Client App and no additional action is required.

Sending an invite from a contact profile - You may also send an invite directly from a contact profile rather than accessing the Booking App page in your Fit Pro Tracker.

--Go to the client profile you wish to send an invite to.

--Under member details, you are able to view the Booking App status for that contact.

--If an invite has not been sent or can be resent, you will have the icon available to do so.

--Click the icon to send/resend the invitation.

Once the invitation is sent:

--The contact will receive the welcome email to confirm their account.

--The client will also receive a text message with a registration code.

--After the client downloads the app to their mobile device, they will see an option to register.

--Select Register

--The client will then be prompted to set a password for their account.

--Client can now log in to the Booking App with the email address they have set up in Fit Pro Tracker and the password they just created.


How to Create In The Resource Vault-

The Resource Vault is a great option for providing additional resources to clients. You can add videos and documents and select which individuals have access to the content, which makes for a great add-on and bonus for clients.

  1. Go to the left menu and click on Resource Vault.

  2. Click on the Create a New Resource button to get started.

3. Enter the name of the resource. Then, click on the Submit button.

4. Choose an image or an icon and a color for the Tile Builder.

Important Note: An icon or image is required so you can update or save your template.

Option 1: Choose an image.

Option 2: Choose an icon and color.

5. Click the Add Subject button and enter the name of the subject. After adding the subject, the Save button will become clickable, and you may save it as it is, but the page will show you "Select a Topic to edit".


6. If you want to add a topic, you can click on the Two Opposite Arrows button, and it will not only allow you to add a topic, but it will also show you the list of the topics you have previously created.


7. Once you've added the topic, you can click on the Edit Topic button, and it will show you more options such as Load a Text Template, a Document Template, a Video Template, and Load Asset. Once you're done editing, click on the Save button.
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How To Send Resource Vault in Two Ways

  1. Sending the Resource to One Member/Trial At A Time

  • Go to Contact Profile and select the Actions button.

  • Click on the Resource Vault Tab

  • Select the Resource you would like to share by clicking the box in the Share column

2. Sending to Batch (Multiple Members/Trials)

  • Select Multiple Members/Trials and click the Batch (Blue Button)

  • Select Batch Resource and select the Resource that you would like to share

  • Select Share

  • Once shared, the clients will be able to see the shared items through the Booking App under Resources.

How it is shown in the Booking app

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