Client Onboarding In App
Objective: Increase conversion rate of sign up’s by minising the data required for a user to sign up/create an account.
Feature To Develop: Allow businesses to set required and recommend onboarding steps that the client will complete the first time they sign into the members app.
Required steps must be completed prior to booking or accessing anything, reccomended steps will be prompted for but can be skipped.
This would reduce friction at sign up but still provide a way for businesses to collect the information they need, with a greater ability to control whats forced or not.
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Comments12
cary sochin
Jan 29, 2024
should inbly require the basics - name, email, cell in order to establish an account - if/when they are purchasing an actual membership, beynd a guest fee, 1 week, etc should they be required to have all the rest
Isaac Buchanan
Feb 18, 2025
Hey @Mason Lane I merged your post about not requiring all details for sales to this post as this will achieve exactly what you want and remove all friction from sales in all places.
Gymflow Support
Aug 10, 2025
•Merged request
•2 votes
Allow Form fields to be optional as well as required
Isaac Buchanan
Aug 31, 2025
Hi All,
Exciting news, user onboarding is now in beta!! This great improvement is designed to increase sales as it both simplifies and speeds up the registration process, whilst still allowing you to capture essential data you need before the user attends the club.
You can read about it’s via this article: User Onboarding
We’ve also added the ability to require a profile picture as part of the onboarding, for those clubs that would like capture users pictures to better track users as they come in.
This improvement is now available for any club that would like to try it as part of our beta test. Just reply to let us know and we will switch it on for your club.
Best regards,
[Deleted User]
Aug 31, 2025
Yes please can we have for both our gyms. Gloucester road fitness and Severnside Fitness Hub
Isaac Buchanan
Aug 31, 2025
Hi @Rose de Souza sure thing! Thats been activated, just refresh your page and you will be able to head to Settings > Onboarding to setup the configuration you would like.
Enjoy and hope this boosts your sales conversions!! 💸
Yvette Laywell
Sep 3, 2025
We would like to try please
Isaac Buchanan
Sep 3, 2025
Hi Yvette, @ylaywell@castlebarbell.com that’s great, ill be glad to enable it for you!
I’ll drop you an email tomorrow confirming it’s been enabled and with guides on how to setup (it’s very easy!).
Speak soon
[deleted]
Feb 5, 2025
[deleted]
Feb 5, 2025