Member information and coaching context
Member records include first and last name and email, with fields for birthday, telephone and address. Decide which optional details you need for your own administration and keep them relevant.
The dashboard also has programmes, programme and workout notes, workout history and exercise statistics. Use recorded history and statistics to prepare your next coaching conversation.
Subscriptions and payment history
A member’s subscription area shows current and previous subscriptions and payment history. Review pending or conflicting payment states before treating a change as completed.
Prepare the current agreements and identify which historical payment information your business needs to retain.
Connect and manage Mollie
With the appropriate business permissions, payment settings offer a Mollie connection, a provider-status check and disconnect. Payment configuration is not available to every business user.
Mollie handles merchant verification and its own terms and fees. These are separate from the Workouts Wizard software subscription; check the provider’s conditions before using payments.
Synchronize missing payment-provider profiles
For an authorized Mollie connection, the payment settings can create missing Mollie customer profiles from members’ names and email addresses.
This is payment-provider profile synchronization. It does not import a spreadsheet, transfer historical payments or provide a general customer-data export.
Prepare your data questions
Before changing systems, identify the records, history and file formats you need to retain. Clarify a required transfer before planning your changeover around it.
- Which client contact details and subscription agreements are needed?
- Which programmes and recorded history must remain available?
- Who is authorized to configure the payment connection?
- Which exact transfer or connection do you need, and what should happen if it is unavailable?
Policies and the next step
Read the current privacy statement and terms alongside the product information. For a question about a specific record or operation, use the contact page and describe what you need without sending passwords or unnecessary personal details.