Desktop – Inviting current client base – Personal client bookings are charged at 5%
Adding existing clients
Go to Client Management
Press on Invite Clients
Press “Select” next to Pre-defined Templates, and press “Invitation to follow your hub”
A pre-defined email will now populate in the space below
Press Next
Either free type or press Upload List to create a list of email addresses and press Next
Your invite emails will be on their way to your network
Storing and Sending Documents
Go to Client Management
Press on Manage Documents
Press Upload and choose your document
Your document will now be stored for future use
If you wish to send the document, press the back arrow to view your list of clients, then press the email button on the right hand side
Fill in the form, and your check the box at the bottom to include your document
Your email template and document will now be saved for future use, meaning you don’t have to keep writing the same email
Operate
You can make any amends you wish from the dashboard of your account online, but we suggest downloading the ‘fibodo for business’ app from the app store or google play for day-to-day business management:
Android: https://play.google.com/store/apps/details?id=com.fibodo.host&hl=en_GB
iOS: https://apps.apple.com/us/app/fibodo-for-business/id1094692885
The app will look like this:
Step 2
Once you have signed in you can managed your schedule and update availability through the app.
Step 3
We suggest that 10 mins before the start of a booked session you post a notice to provide the participants with the link to your screen sharing choice.
An example would be:
Step 4
Inviting Clients- if you want to invite your clients to use this service while they are isolating or social distancing themselves then the best way to this is by logging onto the desktop webpages and clicking on the clients tab and following the instructions:
*When clients are invited directly, they should be directed to the my PT or my Coach apps, where the transaction fee is reduced to 5%
Click on the ‘Clients’ tab
Now click ‘invite clients’
Select the template to use. This will send them a join link to view your profile page or instructions to download the myPT or myCoach app and they book you here. Hit next at the bottom of the page.
You can now either send the invites individually or if you have a list on excel or csv you can upload the list.
If you use the ‘upload list’ option then please follow the format we need the information in listed here.
Build and Edit Your Products
go to Products
Press on Create Product
Enter your product name (1 Hour Personal Training, 1 Hour Sports Massage)
Choose your category by pressing Pick Category
Add a description of your product
Above the product name, press on 2. Images
Add images to your product (TIP: high resolution images work best) (TIP: Image 1 will be the cover image for your product)
Press on 3. Location
Add the postcode of where the product will take place (TIP: once the postcode is entered, press the down arrow to select the correct location. A map will appear at the bottom of the page)
If you deliver services in your clients’ homes, check “yes” the box “Does this service take place at client’s home”
Enter your home postcode, how far you want to travel, and your travel time (TIP: your clients will enter their address when they book you)
Press on 4. Particulars
Add details of your product including price
Choose where you want your product to be seen (TIP: booking hubs allows third parties to get in touch about reselling your services)
Press on 5. Timings
Choose yes or no to your product being a course and select the duration of your product (TIP: 99% of products are not courses)
Choose the timing for your product (TIP: Fixed times during the day are for classes, repeated intervals are if you work in a location from 9am until 5pm and you want the ability to take bookings all day)
Fixed times: set days and times (TIP: if you run the same class every day, press Copy Schedule, and copy your timings to the applicable days)
Repeated intervals: set start and end times (TIP: press Add a Break to give yourself a lunch)
Once you have set your schedule, scroll to the bottom of the page and press Save
Your product is now built and saved
Build and Edit Your Offers
go to Offers
Choose the type of offer you want to make available to your clients and press Create New Offer (TIP: First time booking is the most successful offer for generating new business)
Add a name, percentage discount and validity period to your offer (TIP: be as descriptive as possible in the Name section)
Press Save and return to the Offers main screen Press the down arrow on your offer and select Assign to Products
Apply the offer to your selected products (TIP: a tick will appear on the product and it will be clearly highlighted. To remove, press on the tick again)
Use the back arrow to get back to Offers
(TIP: Create different offers to appeal to different clients X for the set price of Y is “5 Sessions for £100” X for the price of Y activities is “5 for the price of 4”)
Ensure your products have products assigned to them These will now be available to your clients during the booking process
Posting Availability
Go to Planner
Press the button with the three horizontal lines at the right hand side of the product
Press ‘Post Activities’
Set your dates (start and finish)
Your planner will populate with your availability within 5 minutes
App holidays & Timeouts
On the App
Go to your Planner by clicking the tab on your side menu
Press on the Add Timeout tab at the bottom right hand side of your planner
Select a date and a start time and duration or block entire days out. You can add a short name and notes.
Holidays and Time out will appear with a blue symbol on the days you have added
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You may find our other guides useful. Please see:
https://www.fibodo.com/getting-set-up-on-f4tf
https://www.fibodo.com/making-the-most-of-f4tf
