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 booking calendar, 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 booking calendar 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.