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Changing the order that plans, packs and trials show in your apps and landing pages

Have you found yourself wishing you could put one or more of your packs or plans ahead of others in the Clovo app and landing pages? Well, you can and it’s super simple to do.

Pinning Packs, Plans and Trials

Just like you’re probably used to on Instagram and other apps, Clovo lets you ‘pin’ plans, packs and trials so they appear ahead of others.

When in Clovo Dashboard on the desktop, go to Plans, Packs or Trials, then from the main listing screen toggle the pin icon to the far right of the row for the plan you want to pin.

You can pin multiple items and the last pinned item will go to the start of the row.

Special Offers

If you’re looking to give your product even more attention as in the case of a special offer, you are able to mark packs as being a special offer by toggling the ‘Special Offer’ switch to on.

Marking a pack as a special offer will bring it to the top of the screen in the Clovo apps as well as landing pages. It will also give it a larger card and a ‘Special Offer’ badge to draw attention.

How to manage your studio from an iPad

Did you know that the Clovo app also runs on iPad? Just download Clovo from the App Store onto your iPad and get an iPadOS optimised experience with more space to spread out and manage your studio.

The Admin Tab

Clovo on iPad introduces the ‘Admin’ tab. This only shows when logged in as a studio owner or staff member with admin privileges. This is the same experience as available on the iPhone optimised for iPad.

Clients can use the iPad too

Your studio is now on the iPad. When clients download the Clovo app to their iPad device, they get the same experience as on their iPhone, but optimised for iPadOS.

This brings your studio more places and gives your clients more freedom to book and manage their experience with your studio in whatever way suits them.

Create a referral program to incentivise your existing clients to refer your business

Did you know your existing clients can be your biggest source of new clients?

Many studios want to offer referral programs to incentivise their existing clients to bring their friends and colleagues to their studio.

Clovo allows you to easily setup a fully hands-off automated referral program that will allow your clients to refer their friends from within the Clovo app.

Referrals will automatically email the new referral, apply benefits you configure to their account upon sign-up, and optionally credit your existing client for the referral either upon joining or upon the referred client spending a minimum amount at your studio.

How to setup your referral program

In Clovo Dashboard, simply go to Setup > Refer a friend. Toggle the refer a friend program to on and fill in your referral benefits.

Note that the refer a friend switch must be toggled on for the refer a friend program to show in client apps. If you have not enabled the refer a friend program, there will be no mention of a referral program in your client apps.

How to see referrals

You will receive notifications of referrals so long as you have not toggled off that notification type within Notification Preferences.

Referrals are also visible under Operations > Referrals. Which will show the history of all referrals ever made by your clients, including whether the referral was accepted, and which benefits have been applied.

Change what notifications I receive about Referrals

We take notifications seriously in Clovo and allow you to tune as far in or out of notifications as your role in your studio allows. You can customise what notifications you as a studio owner or studio staff member receive about referrals. We recommend at least one staff in your studio keep these notifications enabled.

All notifications are enabled by default.

How your clients can refer their friends

Your clients can easily refer their friends from the client app by tapping on the Account Menu from the ‘You’ tab (this is the 3 dots on iOS or the Person icon in Android).

Your clients only need to enter their friends email address and tap refer. We’ll take it from there.

Note that the refer a friend button and user interface does not show for studios who have their referral program toggled off.

Refer a friend from the Account Menu on iOS

Refer a friend screen on iOS

Refer a friend from the Account Menu on Android

Refer a friend screen on Android

How is monetary credit added to an account

When you choose to reward your referred client or the referring client with monetary credit, it is applied to their Stripe account in the form of a credit balance which is then automatically applied to their next purchase.

Existing (Referring) Clients

For existing clients, their next purchase will likely be the renewal of an existing membership. In this case, the credit will be applied and their next renewal will only be for any outstanding amount exceeding the bonus credit.

New (Referred) Clients

For new clients, this amount will be deducted from their first purchase. The discounted amount will be displayed on the payment screen as the client is completing their purchase.

Credit Balance vs. Cash Balance

If you choose to reward your referring or referred clients with a monetary credit, it’s important to note that the amount is credited to the client’s Stripe account as a ‘Credit Balance’. You do not need to pay this money in, but the money can be spent like cash with your studio. Note that as it is a Credit Balance and not a Cash Balance, the client cannot cash out their monetary reward. However if you were to refund the credit, it would then convert to a cash balance and could be withdrawn by the client.

How packs are added to an account

If you choose to reward your new client with a credit pack for signing up, it will be added to their account instantly upon sign-up. They will not have to add the pack manually. Your new client will be able to use the pack to book immediately.

Minimum Spend

If you set a minimum spend amount on your referral program it means that the referring client will only get their benefits applied once their referral spends that amount with your studio. This is a once off hurdle, with benefits being applied only once following the minimum spend.

Track your clients milestones with achievements

One great way to keep your clients engaged is to reach out and congratulate them when they reach certain milestones with your studio.

In addition to client engagement, milestones can make great content for social media, as well as for making fun events at your studio.

Clovo tracks your clients achievements automatically and presents them in a way you can easily action.

To see all achievements in your studio, go to Operations > Achievements. Achievements will show with un-actioned achievements sorted towards the top.

Achievements can also be found on your client’s profile, by navigating to the desired client’s profile and clicking into the Achievements tab.

Achievements are a great time to reach out and say well done!

When your client unlocks a milestone, it’s a great time to give them that much needed encouragement and help strengthen your instructor-client bond.

Just click the ‘Send Message’ button.

Clovo fills in a canned response by default but you can edit as much as you like. Hit send message and your client will receive your words of encouragement and the achievement will be marked as actioned.

Send announcements to all your clients quickly and easily

Have you ever wanted to get an important message out to your clients quickly? Announcements in Clovo allow you to send a short message by email and push to your entire client base.

If the message isn’t for everybody, you can select which clients get the announcement.

Additionally you can make announcements only to members booked in specific openings or active customers of specific packs and plans.

How to send an announcement to all clients

To send an announcement, you can go to Operations > Announcements from Clovo on the desktop.

Enter a title and message body for your message. Keep it short, announcements are suitable for short blasts of information to your clients.

Click Continue.

A draft of your announcement will show with an overview of what will be sent. If you’re happy with it, click the send button and your announcement will be sent immediately.

Sending announcements to select clients

Follow the steps above, but click on clients you want to remove from the announcement. By default, all clients will be selected – simply click each client you wish to remove. Clients with a tick will be notified, clients without a tick will not.

Sending announcements to clients booked in an opening

Navigate to the opening in Clovo Desktop, use the Announcement button. The send announcement screen will be presented with only the clients currently booked in this opening.

Sending announcements to customers of a membership plan

In Clovo Desktop, go to Plans under the Products sidebar navigation item. Scroll down to the active subscribers section at the bottom of the screen. Click the Announcement button. The send announcement screen will be presented with only the clients who have an active subscription to this membership plan.

Perfect if you’re planning price changes or restructuring plans.

How are announcements sent?

Because we can’t guarantee all clients will receive a push notification, announcements are always sent by both email and push notification.

Do I need to make an announcement when cancelling a class?

No, Clovo will automatically notify all clients booked in that class of the cancellation as well as processing refunds appropriately.

What if I want to share a lot of information?

Announcements are designed for short timely snippets of information delivered at the right moment. We recommend keeping the content short and to the point with a hard character limit of 1000.

See which notifications Clovo sends your clients

Clovo will automatically keep your clients informed about changes to their plans, classes, bookings, and payments. This table shows all notifications that Clovo sends to your clients throughout their lifetime with your studio.

NotificationPushEmail
Booking remindersOptionalOptional
Booking cancellationsYesYes
Class cancellationsYesYes
Private Access GrantedYesYes
Membership CancellationYesYes
Plan ChangeYesYes
Billing Cycle ResetYes
Membership PauseYesYes
Paused Membership ResumeYesYes
Class Time ChangedYesYes
Payment RefundYesYes
Payment FailureYesYes
Direct Booking ConfirmationYesYes
Coming off waitlistYesYes
Waitlist offerYesYes

View sent notifications

You can view details about each notification that has been sent to a client in Clovo Studio by navigating to the Client Profile for the client you are interested in and then tapping the Feed tab.

Change the billing date of a client’s membership

You can change a client’s billing date for any membership by navigating to the client’s membership in Clovo Studio.

To change the client’s billing date, first go to that client’s profile by either searching for their name or other details in the search bar, or by browsing for that client in the Clovo dashboard.

From the client profile

  1. Click the Reset Billing Cycle button
  2. Choose a new date for the billing cycle to begin
  3. Review all details and click Reset

If you are resetting to a date before your client’s next billing date:

The client will be charged a prorated amount on that date and all future payments will occur relative to this new date according to the billing cycle of the membership.

If you are resetting to a date after your client’s current next billing date:

The client will still be charged on their next billing date and then charged a smaller prorated amount on the new billing cycle date. In this way, no revenue is lost for your studio due to the billing cycle change.

How to accept direct bookings and payments for classes without requiring a pack or membership

Most fitness businesses offer their services in the form of either memberships with recurring payments or credit packs with a number of allowed visits.

But there may be cases you want to sell a single class directly. Clovo now gives your business this capability with Direct Purchase.

Direct purchases are a great option for offering an option to walk-ins to your studio, for offering popup classes, or holding one-off events. When enabled, your clients can book and pay in one step for direct purchase enabled classes.

To enable direct purchases, you simply toggle the Direct Payment switch for each class you want to allow to be booked directly, a price field will then appear for you to set the amount you want to charge for that class.

When to enable Direct Purchase

  • When you want to offer walk-ins an easy way to pay that also seamlessly introduces them to your booking and payment apps, increasing the likelihood they’ll become repeat customers.
  • For popups or events

When not to enable Direct Purchase

  • If you don’t like the idea of a new client being able to purchase and attend a one-off without becoming a member in the traditional sense

Enable or disable at any time

If you’ve already created your classes, you can still add Direct Purchase by editing the class and toggling the Direct Purchase switch and entering a price.

You can also disable Direct Purchase at any time by editing the class and toggling Direct Purchase to off.

Add Clovo to your WordPress website with the Clovo WordPress Plugin

Clovo makes it super easy to add your live schedule and product listings to your website. If your website is powered by WordPress, then we make it even easier with the Clovo WordPress Plugin.

You can find the Clovo WordPress Plugin at https://wordpress.org/plugins/clovo/

Or from within your WordPress installation, browse to Plugins and search for Clovo.

Studio Code

Once you’ve installed the Clovo WordPress Plugin, you’ll need your Clovo Studio Code to let the plugin know which studio is yours.

You can find your Clovo Studio Code in Setup > Integrations.

Add Shortcodes for Schedules and Products Listing

The plugin provides short codes which you can use throughout your website to include your schedule or a product listing on pages you choose.

Enable waitlists to keep your classes operating at full capacity

Waitlists are one of the most important elements of managing a fitness business. Empty spots in classes you are obligated to operate regardless of turn out is revenue you could have generated and customer satisfaction you could have created.

Clovo offers 3 different modes of waitlist.

  1. Automatic – clients are automatically booked, in the order they joined the waitlist, when a space becomes available.
  2. Offer – all waitlisted clients are notified of the opening and the first to book wins.
  3. Manual – most control, least convenience.

Note that each class can have a different waitlist mode selected. So you can choose to have some classes operate an automatic waitlist, with others set to offer or manual modes.

Automatic

This is the typical waitlist style that most are used to. When a class is full, the waitlist will be opened and all clients are able to add themselves to the waitlist instead.

When somebody cancels their place in the class, the waitlist processes and the first person who joined the waitlist is added to the class, so long as their pack or membership still has credit.

If they no longer have credit or they cancel the booking, the place is offered to the next person on the list after them, and so on.

This mode is great for studio staff because it is completely hands off, requiring no input from staff at all. However, a common issue with this kind of waitlist is no-shows. Bookings are often cancelled at the last possible moment, and then next person in the list might not cancel their booking in time if they no longer want the spot.

We recommend starting with this mode and then progressing to ‘Offer’ or ‘Manual’ depending on the evolution of your community and how hands-on your management style is.

Offer

First in, best dressed. The early bird gets the worm. Round robin. You could call this mode by any of these names, but we call it ‘offer’.

When a spot becomes available in a class, the class is first locked to bookings only by those on the waitlist, then each client on the waitlist is notified by email and push notification – the first to respond and place their booking gets the spot.

This waitlist type solves the issues of no-shows that can be seen with automatic waitlists because clients need to explicitly place their booking.

The trade-off compared to automatic is that some clients may feel the process is unfair if they joined the waitlist early but were unable to respond to the notification before another member who may have joined later.

Manual

This option is for those who want fine grained control over their classes and waitlists.

In this mode, when a spot becomes open in a class, the studio staff is notified that the waitlist needs processing. Studio staff will need to choose a client from the waitlist to add to the booking, with information about date/time of joining the waitlist and in what order compared to other clients available.

This is the most hands-on approach to waitlist management offering little automation.

Waitlist FAQs

What happens if a client joins the waitlist with a membership and uses their class allowance before becoming eligible to come off the waitlist?

In general, Clovo gives more leeway to membership customers than credit packs. Membership clients will continue to be booked into their desired class if they come off the waitlist and the credit will be taken from a future period on the assumption that the client’s subscription will be resumed. If this behaviour does not suit your business, please disable waitlists and contact Clovo support.

What happens if a client joins the waitlist with a credit pack and uses their class allowance before becoming eligible to come off the waitlist?

Clients who have joined the waitlist on a credit pack and subsequently used all their credits will not be moved from the waitlist if they become eligible. When the waitlist is processed, the client will be assessed as a candidate for booking into the class based on their position on the waitlist. If they are selected but no longer have credit, their waitlist will be marked as failed, they will not be booked and the waitlist process will continue on to the next person in the list.

In this case, staff and client are both notified of the failure.

If there were no other clients on the waitlist, the waitlist lock will be removed from the opening, and made available for booking by all clients.

In this way, if the client receiving the notification of the failure due to credit pack exhaustion wants to purchase a pack and book the opening, they can providing another client doesn’t beat them to it.

Can I manually move somebody from the waitlist to a class?

Yes, you can choose to move a client from the waitlist into the class at any time, including in the case that doing so would cause an overbooking.

Can I remove somebody from the waitlist?

Yes! You can remove a client from the waitlist without adding them to the class.

The Waitlist Lock

The waitlist lock restricts booking of an opening to clients who are on the waitlist.

Once an opening accumulates a waitlist, the opening will become “Waitlist Locked” when the first cancellation occurs that results in the waitlist being processed. The waitlist lock is particularly important in manual and offer modes, but it is also applied in automatic mode as a safeguard against the class being booked by somebody who wasn’t originally on the waitlist.

You can manually remove the waitlist lock at any time, though it is unlikely you will ever need to do this.

Waitlist Limitations

Additional Profiles

Due to the unlikely nature of not one but two free spots becoming available in a class, at the exact same time, additional profiles cannot join a waitlist.

Super Credits

Super credits cannot be used to join a waitlist.