Knowledge Base – Wodify

Knowledge Base

Appointments
- Appointments FAQ
- What reports are available with Appointments?
- How can I sync my Google calendar with Appointments?
- How can I block time on my provider availability?
- How can I create a multi-session price option?
- How can athletes book and sign into an appointment?
- How can I book a lead or free trial appointment with Appointments?
- How do I set a provider's availability with Appointments?
- How do I create an Appointment Service?
Managing Athletes
- ★ How do I enable Membership Enforcement?
- How can I offer a Gender Neutral experience?
- How do I change my athletes' default location?
- How do I transfer an athlete's account to my gym? (for Admins)
- How do I create a 'Dependent' account?
- How do I share payment methods between members in Wodify?
- What are “Groups”?
- New Athlete Getting Started Guide
- People Quick Search
- How do I create & use Segments?
- How do I export my athlete list to a spreadsheet?
- How can I keep track of my Athlete referrals?
- How do I create a new Athlete?
- How do I navigate the Athletes Section?
- What is Athlete Status?
- What does an Athlete's 'Default Program' do?
- What does an Athlete's 'Billing Location' do?
- How do I determine which classes and programs count against attendance limits?
- How can I limit which classes my Athletes sign into?
- How can I track session memberships?
- How do I export users from Pike13?
- How can I track limited membership plans?
- How do I deactivate or reactivate an Athlete?
- How can I suspend an athlete from signing into the Coachboard?
- How do I find a deactivated or suspended Athlete?
- Can I schedule the deactivation date for an Athlete?
- What are the Admin, Manager, Coach, and Athlete permissions?
- How do I add or remove my staff Admin, Manager or Coach permissions?
- How do I manage comments and likes?
- How do I reset my password?
Communicating with Athletes
- ★ What are social insights?
- Zapier Spotlight: Thankster
- How to create a Callingly Zap
- Zapier Spotlight: Callingly
- How do I update my gym location address in Wodify?
- How can I delete athletes from my Conversations mailing list?
- Segment Recipes
- How do I use the Conversations Mailbox?
- How do I create new emails via Conversations?
- How do I mass email athletes?
- How do I mass email leads?
- How do I integrate with MailChimp?
- How do I email an athlete or lead?
- Why are my emails being marked as spam?
- How do I log activity, phone calls, and meetings?
- How do I create a new activity type?
- How can my gym receive feedback?
- How do I attach a file to an athlete's profile?
Managing Leads
- How do I manage my leads by location?
- How can I follow up with my Free Trials?
- How do I create a new Lead?
- What is Lead management?
- How do I import and export Leads?
- Can a Lead sign in to the Coachboard?
- Can a Lead sign a waiver?
- How do I convert Leads to Athletes?
- What is Lead status?
- How do I create a new Lead status?
- How do I create a new Lead source?
- How do I set who is notified when a lead form is submitted?
- How do I add a Lead contact form to my website?
- How do I add the Lead contact form to my Facebook page?
- How do I stop spam Leads?
Drop-Ins
- How do I configure Drop-Ins?
- How can Drop-Ins use the Coachboard?
- How do I collect a payment from a non-member?
- How do I allow Drop-ins to pay later at the gym?
- Can I use my Wodify account when I Drop-in to another gym?
Wodify Perform (Workout Tracking)
- ★ How do I use the WOD builder hot keys?
- ★ How do I use tags for WODs?
- ★ How do I use WOD Calendar View?
- ★ How do I add a new performance from the Coachboard?
- ★ How do I manually add a performance or custom metcon?
- ★ Why can't I edit today's WOD?
- How do I switch to another gym location in the Athlete app?
- How can I view NCFIT sessions & videos in Wodify?
- How can I manage my WODs that are imported from NCFIT Collective Programming?
- What is Wodify Perform?
- How do I edit my WOD results?
- My GoDaddy-hosted web site won't let me configure my WOD integration
- How do I add an image to the WOD?
- How do I program MetCons?
- How do I program Weightlifting?
- How do I hide programming from athletes that should not have access to it?
- How do I program an EMOM?
- How do I navigate the Athlete Performance tab?
- How do I navigate the My Performance tab?
- How do I create a WOD?
- How do I create a custom leaderboard?
- What are announcements?
- How do I manage sections?
- How do I view workout history from the Coachboard?
- How do I view workout history from the Whiteboard?
- How do I manage warm-ups?
- What is the performance card?
- How do I manage gymnastics?
- How do I view my PR results?
- How do I manage totals?
Programs & Classes
- ★ How do I edit a recurring class that has sign-ins and/or reservations?
- Creating a New Coach
- How do I cancel or delete classes?
- How do I view my Coaching Schedule?
- How do I navigate the Classes tab?
- How do I add a class?
- How do I add a recurring class?
- How do I manage class reservations and waitlists?
- How do I assign a coach to a class?
- How do I set classes to auto-cancel?
- How do I change the color of a class?
- How do I prevent a program or class from counting against an Athlete's attendance limit?
- Which classes can my athletes sign into?
Reservations
- Why can't my athlete sign into a future class?
- How do I make a reservation for a class?
- How do I count reservations against attendance limits?
- How do I join a waitlist?
- What are the no-show and late cancellation options?
- Can I delete an Athlete's no-show?
Waivers
- How to update my Waiver and Contract templates
- How do I create a waiver?
- How do I manage waivers?
- How can athletes sign a waiver?
- How do I handle waivers for minors?
- How do I create leads from Drop-ins?
- How do Drop-Ins sign waivers?
Memberships
- ★ How do I edit or remove a membership hold?
- ★ How do I mass add or delete programs or locations from Memberships?
- How can I Mass or Bulk Update Membership Prices?
- How Do I to Setup a Backup Session for Limited Plan Members?
- How do I put an athlete's membership on hold?
- Why was my athlete billed on the first day of their hold?
- How do I change a membership billing date?
- Contract and Waiver Enforcement
- Setting a 'Daily Reservation Limit'
- How do multi-location gyms enforce ‘location access’?
- How do I create session based memberships?
- How do I create membership plans?
- How do I add a Membership to an Athlete?
- How do I adjust an auto renewing membership?
- How do I auto-renew session Memberships?
- How do I create a membership hold type?
- How do I apply Membership discounts?
Merging Athlete Profiles
- ★ I joined a different gym and can't log in
- How do I merge my inactive Athlete Profile to my new Athlete Profile?
- How do I switch my Athlete Profile between my two gyms?
- How do I merge my active Wodify accounts?
Membership Contracts
- How do I create a Membership contract?
- How do I add a Membership contract to an Athlete?
Membership Billing
- How do I get my Wodify Payments Account to verify? (United States)
- Why do I need to authenticate and authorize my payment method (What is SCA)?
- Managing Failed Invoices
- What does this Wodify Payments / Stripe billing error message mean?
- What does this Ezidebit billing error message mean?
- What does this Paysafe billing error message mean?
- What does this GoEmerchant billing error message mean?
- How do I apply a promo code?
- How do I create a promo code?
- How Do I Create an Invoice?
- What is the Membership billing cycle?
- How do I configure invoices?
- Who is the affiliate billing contact?
- What does this Bambora billing error message mean?
- How do I email invoices?
- How do I edit invoice footers?
- How do I add tax rates to products or services?
- What are my allowed payment methods?
- How do I add a payment method?
- Can I import payment information?
- What does each Invoice Status mean?
- How secure are member credit cards?
- What is a hard decline?
- What are the best practices for chargebacks?
- Exceeded Highest Ticket Value - what does it mean and how do I fix it?
- How do I split a payment?
- Can I swipe a member's credit card and store it for future payments?
- How can I accept partial payments?
- I have two locations and want my membership fees distributed into two bank accounts - How do I do this?
- How do I configure my GoEmerchant gateway?
Payroll
- ★ How do I set up payroll?
- Payroll Troubleshooting Guide
- How to process Payroll
- What is the 'Staff' role?
- What is 'hourly only'?
- How to enter custom pay rates for my Coaches?
- How do Coaches manage their timecards?
Retail Sales
- How do I sell gift certificates?
- What is Wodify Point of Sale (POS)?
- How do I set up my GoEmerchant retail account within Wodify?
- How do I use self service point of sale?
- How do I create a PIN for self-service Point of Sale?
- How do I create products?
- How do I manage product inventory?
- How do I set up Shopify integration?
- How can I control retail transaction fees?
- How do I discount or refund an invoice?
- How do I create a new revenue category?
- Can I sell store credit from Point of Sale?
- How do I purchase store credit for a Member?
- What USB or Mobile Swiper can I use with Wodify?
- Does the mobile or USB swiper require any extra installation?
- Why isn't my mobile swiper working on my mobile device?
Online Sales
- How do I configure which classes are available on my online sales portal for Drop-Ins and Free-Trials?
- How do I enable memberships for purchase on my Online Sales Portal?
- How do I enable and customize my Online Sales Portal?
- How do I link items from my Online Sales Portal to my website?
- How do I setup Free Trial sessions?
- How do I set a date for membership sales to begin on the Online Sales Portal?
- Do Drop-ins and Free Trials affect the class limit?
- How does a free trial or Drop-In sign in to the Coachboard?
Merchant Account Processing
- How do I set up my Wodify Payments financial configuration?
- What information do I need to add on my Wodify Payments account to comply with FinCEN?
- What are the FinCEN requirements?
- How can I integrate Wodify Payments with Quickbooks Desktop?
- How can I map my chart of accounts for QuickBooks?
- How do I export an IIF file in Wodify for QuickBooks?
- How do I import an IIF file in QuickBooks?
- What are the Paysafe application requirements?
- Data Migration PGP Key
- Wodify Merchant Providers
- GoEmerchant Sign Up Process
- EMV - How will this impact you and your gym?
- GoEmerchant FAQ
- Wodify Payments FAQ
- How do I configure my Wodify Payments account?
- How do I get paid with Wodify Payments?
- How do I handle chargebacks with Wodify Payments?
Reports & Insights
- Insights - Revenue
- Insights - Members
- Where are my Dashboards?
- What is included in the Accounts Receivable Retail Insight?
- The Business Health Dashboard
- Insights - Leads
- What is the Appointment Value Detail report?
- How can I review Athlete no shows?
- How can I review late cancellations?
- How can I can I determine my Wodify subscription fees this month?
- What is the Exceeded attendance on Limited Contracts report?
- How do I keep track of athletes on a session based membership?
- What is the Revenue by Revenue Category report?
- How can I track athlete attendance?
- What is the Monthly Revenue report?
- How can I see who has past-due invoices?
- What is the Revenue by Product report?
- What is the Revenue by Membership report?
- What is the Revenue by Staff report?
- How can I reconcile my bank statements with Wodify's invoices?
- What is the All Invoices Report?
- What is the Paying Members by Month report?
- What are reports?
At the Kiosk
- ★ How do athletes sign into the Coachboard?
- ★ How do I sign in as a drop-in with my Wodify account?
- How Do I Customize My Kiosk Colors?
- How do I switch from athlete to admin view?
- How do I use the Coachboard?
- How do I navigate the Coachboard?
- How do I enable one-click sign in on the Coachboard?
- How do Drop-Ins sign in to class?
- How do I view performance on the Coachboard from a previous day?
- How do I navigate the Whiteboard?
- How do I view Whiteboard results from a previous day?
- How do I record my workout results at the kiosk?
- How do I display my WOD in full screen and change the font size?
- How do I display Wodify on two screens?
- What browsers and mobile operating systems does Wodify support?
SMS Messaging
- ★ How do I set up SMS for Leads?
- What do I need to know about SMS Compliance?
- How do I set up SMS for Athletes?
- How do I send SMS messages to Athletes?
- How do I send SMS messages to Leads?
- How can I unsubscribe from SMS messaging?
- What does it cost me to send SMS messages?
- Why can't I use SMS messaging at my gym?
Setup
- ★ How to Complete Your W-9 Form
- I am in Europe. How can I switch to Wodify Payments?
- What Can I Expect when my Environment Split has been Completed?
- One Environment - Multiple Locations
- I am selling my gym- what are my next steps?
- I am closing my gym and my members will be transferring to another Wodify gym- what now?
- We have 2 gyms using Wodify and we want to merge into 1 environment- what now?
- We have a Wodify environment with 2 locations and would like to split into 2 environments- what now?
- How do I set a default location and program for an athlete?
- How do I change my date format?
- How do I set up web integration?
- Why is my browser taking up two screens on a Mac?
- What are dashboards?
Affiliate Custom Options
- How do I update my gym email address in Wodify?
- How do I import an Athlete spreadsheet to my Wodify environment?
- How do I update my Wodify subscription payment method?
- How do I use Bulk Actions?
- How do I filter and create custom search tabs?
- How do I create a location?
- How do I set up WodiFind for my locations?
- How do I edit email signatures and the 'from label'?
- How do I add a custom logo to Wodify?
- How do I create a transparent logo?
- How do I insert my gym's logo into emails?
- How do I add my own Twitter hashtag?
- What are the automated email options?
- How do I edit the Welcome email?
Wodify, Facebook, and Your Website
- Wodify & Facebook Pixel
- Getting Started With Wodify Arena!
- How do I create a Zap?
- What Triggers and Actions does Wodify Core support?
- What are Zaps, Triggers and Actions?
- Zapier: Are you ready to automate your business?
- What does this Wordpress error mean?
- Wodify Google Analytics
- How do I set up WordPress blog integration?
- How do I post my workouts to my website?
- Can my SquareSpace / Box Ally site integrate with Wodify WODs?
- How do I publish WODs with ExpressionEngine?
- How do I add my public Whiteboard to my website?
- How do I schedule when WODs are published on WordPress?
- How do I add a public calendar to my website?
- How do I auto-post results to Facebook?
- How do I auto-post WODs to Facebook?
- What is the Program API?
- XML example usage and response
- SOAP example usage, sample request and response
- JSON example usage, sample, and response
Hardware
- What are your minimum hardware/PC/Mac/laptop requirements?
- Can I use my laptop for my Wodify Kiosk?
- Can I use my iPad for my Wodify Kiosk?
- What kind of TVs can I use for my Wodify setup?
- Can I use a VGA to HDMI Converter on my PC setup?
- How do I install kiosk screens?
- How do I mount my Mac Mini?
- How do I keep my Chromebox from falling asleep?
- How do I install my USB or Mobile swiper?
- Can I use my current USB and/or mobile swiper?
- How do I test my internet connection?
Managing My Profile
- ★ Why is my account inactive?
- ★ How do I cancel my membership?
- How do I download my results?
- How do I manage my child’s Wodify account?
- As an Athlete, How do I create a Wodify Account?
- How do I transfer my account? (for Athletes)
- How Do I Create an Email Alias?
- Will Wodify prorate an athlete's payment?
- How do I set up my Whiteboard privacy settings?
- How do I change my Athlete Profile Picture?
- How do I edit my personal information?
- How do I auto-post results to Twitter?
- How do I add/update a payment method to my profile?
- How can I edit my email notifications?
- How do I opt out of comments and likes?
- I forgot my password - how can I create a new one?
- How do I change my water bottle size?
Nutrition Journal
- How do I use my nutrition journal?
- How do I select a nutrition coach?
Wodify Legacy Mobile App
- ★ How do I sign in to class on mobile?
- How do I download the Wodify app on my iPhone?
- How do I download the Wodify app on my Android device?
- Why can't I sign in to class from my mobile phone or laptop?
Wodify Pulse
- My Myzone Belt Isn't Showing Data
- Wodify Pulse FAQs
- Myzone Belt Sales and Pricing Strategies
- How to navigate the Kiosk for Wodify Pulse
- Converting to Wodify Pulse from Myzone
- How to register a Loaner Belt in Wodify Pulse
- What if I already have Myzone Hardware?
- How do I purchase Myzone belts?
- What if a member already has a Myzone belt?
- How members can add their Belt
- How to register a Myzone belt in Wodify
- How to Wear a Myzone Belt
- Wodify Pulse Starter Package
- Installing Myzone Hardware
- Getting Started with Pulse

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