Dashboard
New Clients Last 12 Months
Revenue Closed Last 12 Months
MRR Growth Last 12 Months
Active Clients Last 12 Months
Cohort Retention
Manual Continuity Due
Clients
Renewal Alerts
Milestones
Breakdown
AI Insights
BetaGet a plain-English read on your business — what's working, where the bottleneck is, and exactly what to do about it.
Payment Failures
Cancelled Clients
Clients
Leads
Track every prospect from first conversation to close
Inbox
Client messages
Revenue Forecast
90-day committed cash · at-risk revenue · pipeline upside
Renewal Pipeline
Track and act on every upcoming renewal
Platform Status
Settings
Appearance
Business Settings
Set your max client capacity to unlock the Capacity Utilization stat — so you always know when it's time to raise prices or open a waitlist.
Coach Profile
Your Instagram handle is used as the watermark on transformation posts the mobile app generates. Same value as your mobile profile — update either side and both stay in sync.
Workout Display
How sets / reps / intensity show in workout programs. Per-program override available in the program editor's Options menu, and per-client override on the Admin tab of any client profile.
Form Check Videos
Clients can record a short form-check clip mid-workout that lands in your chat + check-in review. "Only when requested" limits the recorder to exercises you've tagged with the Form ✓ checkbox in the program builder. Clips past the weekly cap still arrive but are flagged "over cap".
Client app tabs
Choose which bottom tabs your clients see in the app. Home and Profile always show; Sessions appears for in-person and hybrid clients. Tabs the platform hasn't enabled yet stay hidden even if checked here.
Timezone
All dates and times in your CRM are displayed in this timezone. Auto-adjusts for daylight savings.
Currency
Date Format
Units of Measure
Sidebar Logo
- Square format — 80×80px minimum (e.g. 400×400px for high-res)
- Accepted formats: PNG, JPG, SVG
- Tip: use a version with a transparent background
- Horizontal format — 4:1 ratio recommended (e.g. 400×100px)
- Accepted formats: PNG, JPG, SVG
- Tip: use a version with a transparent background
Brand Colors
Customize colors used throughout your CRM.
Client Tags
Define the tags available to assign to clients. Each tag gets a name and a color you choose.
Lead Engine (Instagram)
Not connectedConnect your Instagram Business account to read every inbound DM into one inbox. Reply within Meta's 24-hour window from inside FitOps Pro. Lead source attribution, list tagging, and Charge & Add Client land in the next phases.
Email your clients from your own business domain. Receipts, check-in reminders, and agreement requests look like they're coming from you, not from us. Replies land back in your CRM inbox automatically.
Voice
Not connectedForward calls from your business number to any phone you choose. Voicemail when you can't pick up. One-click call any client straight from the CRM.
Two add-ons that put your business name on outbound calls and reduce the chance you'll be flagged as "Spam Likely."
When clients see your number ring, your business name shows instead of just the digits. ~$1/month per number, 1–2 business days for carrier approval.
Carrier-signed attestation so your number doesn't get flagged as "Spam Likely." Activates automatically once your SMS Brand is approved — same brand profile covers both.
Register CNAM
CNAM registration runs through Twilio's Trust Hub. You'll register once per phone number — the same brand info from your SMS A2P registration is reused, so it's quick.
Maximum 15 characters — carriers truncate longer names. Stick to your brand, not your legal entity.
SETUP STEPS
- Save the business name above.
- Open Twilio Console → Phone Numbers.
- Click your number → Voice section → Caller ID (CNAM) → enter the same name + submit.
- Twilio reviews in 1–2 business days. Come back here and click "Mark as approved" once it lands.
SHAKEN/STIR verified caller
SHAKEN/STIR is a carrier protocol that signs your outbound calls so they aren't labeled "Spam Likely" or blocked outright. Nothing for you to register manually.
HOW IT WORKS
- Your SMS A2P Brand registration also enrolls you in Twilio's Voice Integrity program.
- Once your A2P Brand is approved, outbound calls from your number get an A-level attestation automatically.
- Carriers (AT&T, Verizon, T-Mobile, etc.) see the verified signature and skip the "Spam Likely" label.
Setup
SMS
Loading…Text your clients two ways — their replies land right in your CRM inbox. Before any number can text US clients, the phone carriers need to verify your business. Five quick steps below. We'll show you exactly what's still pending and what (if anything) you need to do.
SMS Compliance via Signal House
Loading…Signal House registration follows a cleaner four-stage flow: Subgroup → Brand → Campaign → Phone Number. Approvals typically land in 2–3 business days vs Twilio's 10–15. Any rejection comes back with the exact reason and a retry path.
Stripe Connect
Connect your own Stripe account so client payments land directly in your bank account. FitOps Pro™ routes each charge to your Stripe — we never hold your money. You manage your own payouts, taxes, and refunds through Stripe.
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Additional payment providers
Add Whop to offer financing options like Split It. Most coaches only need Stripe above.
Whop
TEST MODEAccept payments via Whop's embedded checkout. Paste your API key and Company ID, click Verify, then pick your access pass.
Don't have a key? Create one in Whop → Developer →
Your Company ID is in your Whop dashboard URL: whop.com/dashboard/biz_xxxxx/...
Client Receipt Branding
How receipt emails look when your clients get charged. Enable receipts in Settings → Integrations → Email first. Your business name (from the Email setup) is always shown in the footer — this section adds your logo, accent color, and an optional support line.
Reschedule Credit Expiry
Set how many months a reschedule credit is valid before it expires, based on who cancelled the session. Coach cancellations typically grant more time since it wasn't the client's fault.
Calendar Sync
Connect Google Calendar (Outlook / Apple coming soon) so your existing events block client booking slots, and new bookings appear on your calendar automatically. Real-time updates while the dashboard is open.
Online Booking
Let in-person and hybrid clients book sessions from inside their app. Bookings consume one of their available session credits. Configure your weekly hours below.
Weekly Hours
Add one or more time windows per day. Slots are generated at session-length increments inside each window.
Blackout Dates
Whole-day blackouts (vacations, holidays). Comma-separated YYYY-MM-DD list.
Booking Page Copy
Cycle-End Reminder
Buzz a client's phone once per cycle when they have unused tickets and the month's almost over. They also see a sticky banner at the top of their Sessions screen until they book or the month ends. Off per-client by setting cycleEndNudgeEnabled: false on the client.
One-Way Messaging
When enabled, clients can only view messages you send. They cannot reply. You can override this per-client on their profile page.
Auto-Suspend on Overdue Payment
Automatically suspend app access for clients whose payment is past due by a specified number of days. Suspended clients see a locked screen until payment is resolved. Applies to manual continuity and failed Stripe payments.
Quick Reply Templates
Save text snippets you frequently use in client conversations. Click the template icon in the chat composer to insert one.
Scoreboard Metrics
Daily activity metrics on your Tasks page scoreboard. Streakable metrics reset if you miss a day. Edit labels, targets, or add your own.
Pomodoro Timer
Customize your focus and break durations. The standard Pomodoro is 25 minutes of focus, 5 minutes short break, 15 minutes long break (after every 4 sessions).
Accountability Warnings
Revenue cards for Content and DMs change color if you haven't started by these times. Amber = gentle nudge. Red = you're running out of day.
Reset Tasks Page
Clears your revenue targets, recurring task templates, and tasks page preferences. This will re-launch the setup wizard so you can start fresh. Your existing task history and revenue logs are not affected.
Submission Window
Controls when your clients can submit their weekly check-in. The window opens the evening before their check-in day and closes the morning after.
Review Categories
Organize check-in review rows into groups. Assign categories to form fields in the form builder. Analytics rows have defaults but can be reassigned below.
Response Templates
Save text snippets you frequently use when reviewing check-ins. Click "Templates" in the review editor to insert one.
Macro & Calorie Adherence Tolerance
How close to target counts as "hit" — drives both your client's check-in streak (in Check-Ins) and the color of their kcal + macro tokens on the home tab. Pick percentage (one band scales with each target) or absolute (set a specific kcal / gram amount per macro).
Example: at 10%, a 200 g protein target lets the client land between 180 g and 220 g for it to count as a "hit."
Streak Freezes
Let clients bank "freezes" that protect their home streak when they miss a day. Freezes refill each month and stockpile up to a cap — a missed day spends one to keep the streak alive. Off by default.
A client gains freezes per month each month, banking up to max banked total.
Save Attempt Defaults
Configure how the save attempt flow behaves when a client wants to cancel.
Pause Limits
Control how pauses work for your clients.
Early Churn Detection
Scores all active clients nightly based on engagement signals (check-ins, app activity, messages, workouts, habits). Alerts you when a client is at risk of cancelling.
Cancellation Agreement Language
Template language to include in your client agreements. Uses {cancelEmail} for your cancel@ address, {coachName} for your name, {businessName} for your business.
Post-Cancellation Follow-ups
Automated messages sent to clients after their cancellation is finalized. Day counts start from the official cancellation date (end of notice period).
Your Niche
Describe the exact person you help and the result you deliver. Used to personalise AI-generated content ideas, hooks, emails, and outreach suggestions across the CRM. The more specific, the sharper the output.
Good examples:
• "natural bodybuilders prepping for their first show"
• "men over 40 with desk jobs fixing low testosterone naturally"
• "postpartum women rebuilding their core after C-section"
• "ex-athletes getting back in shape after 10 years off"
Default Content Mix
How many of each format you want by default when you click "Generate Ideas". You can override these per-generation on the Marketing page. Max 20 total.
Two-Factor Authentication
Protect your account with a time-based one-time password (TOTP). You'll need an authenticator app like Google Authenticator, 1Password, or Authy.
Enable Two-Factor Authentication
1. Scan this QR code with your authenticator app:
Can't scan? Enter this code manually
2. Enter the 6-digit code from your app:
Save Your Backup Codes
Each code works once and replaces your TOTP code if you lose your authenticator. Store these somewhere safe (password manager, printed copy, etc.). These won't be shown again.
Disable Two-Factor Authentication?
Enter a code from your authenticator to confirm disabling 2FA.
Check-Ins
No pending check-ins.
Builder
Create nutrition plan
Plan settings
Apply a saved day to this plan
Active agreements using this template
This template can't be deleted while agreements using it are still out for signature. Void the ones you don't need, then the template will delete automatically.
Select a block to edit its properties
Marketing
Content Ideas
Tailored to your niche. Each Reel is a talking-point idea — raw, unscripted, what performs best on IG now. Carousels and static posts are fully scripted.
No ideas generated yet
Set your format mix above and click Generate to get a fresh batch tailored to your niche.
Nothing on the board yet
Save some ideas in the Library to start moving them through your pipeline.
Program overview
Save & Share
What would you like to do with this program?
Saved Days
Workout
Start a new program
When a client is selected, the AI pulls in their profile, check-ins, weight trend, recent workouts, and exercise notes.
How this AI designs programs
Every program is built on current peer-reviewed hypertrophy research, not a template library:
- Weekly volume landmarks per muscle (MV / MEV / MAV / MRV) calibrated by experience level. Grounded in Baz-Valle 2018 & Schoenfeld 2019 dose-response research.
- Top-set + back-off rep structure for intermediate and advanced lifters — two progression knobs per lift.
- Proximity-to-failure (RIR) as the intensity regulator. Every set prescribed is a working set; warm-ups are the client's responsibility.
- Mandatory volume self-check before emit. The AI tallies weekly sets per muscle using the same primary=1 + secondary=0.5 math the builder shows you.
- Server-side retry if any muscle lands over MRV or under MEV. You never see a program in MAINTAIN territory by mistake.
You can layer on your own protocols via admin → AI reference files, or override the full prompt in admin → AI insights.
Assign Workout Program
Pick which weekdays each training day happens on.
Which cycle slot does the client start on? Most start at Day 1.
Progression Editor
Add Exercise
Add Exercise
Exercise Library
Select a field to edit its settings
Analytics Library
Advanced growth metrics — pin any card to your Dashboard
Customize Dashboard
Drag to reorder · uncheck to hide
Sessions
Select a client to view their session details