Customer Experience

Customer-facing flows are powered by the same CRM data your staff uses: schedules, plans, customer profiles, waivers, and payment settings.

Core flows

• Online booking covers the schedule, session selection, checkout, and confirmation flow.
• Customer account covers self-serve bookings, memberships, and profile access.
• Bring-a-friend covers guest booking and referral-style attendance.
• Waivers & intake covers required forms before customers attend.

Recommended launch order

1. Configure schedules, plans, payments, and booking rules.
2. Install the schedule and account widgets on your website.
3. Test a new customer booking, an existing customer booking, and a cancellation.
4. Publish links from your navigation, email campaigns, and social profiles.

Related setup

• Install customer-facing widgets with Website widgets.
• Configure allowed domains in Website integration.
• Configure required customer fields in Customer settings.