Fit Pro Tracker

Staff Guide: How to Edit Profile in FPT

Find and select a contact in your database to send a text message.

Sending SMS: One-on-One or in Batch

Sending Emails: One-on-One or in Batch

Staff Notifications For Assigned Contacts + Video

Staff Guide: Mobile App- Push Notifications To Phone

Session Credits and  Rules

The Dashboard gives a quick overview of what is happening daily.

Dashboard

How to Edit Client's Profile

Pin and Un-Pin Notes

Digital Documents: Sending Digital Documents

A Complete Guide to Sending Digital Documents to Clients

Add a Contact to a Campaign

Delete or remove contacts from a campaign from profile, campaign dashboard or contacts on campaign menu

Delete Contacts from Campaigns

Batch Campaigns

Check the status for the batch messages you have sent

Batching Dashboard

Batch messages you want to edit or cancel messages

Edit / Cancel Batch Messages

Get information from leads in an easy and quick way

Referral Management + Video

POS Shopping Cart

Staff Guide: Kiosk, Class Schedule, and Check-In - Fit Pro Tracker + Video

Staff Guide: Resending Client App Invite

Booking App and Resource Vault -Setup

Sofia Zúñiga Vega

Antonio Olander

Christen Schneider

Staff Guide

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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