Homepage: Clients Due for Renewal

If your client runs out of sessions, it’s already too late.

This section helps you stay on top of renewals, helping you be proactive about your retention. Use this feature to make renewals feel like a natural next step, not a last-minute decision.

Right on your homepage, you will see the Client due for renewal section.

There are 3 tabs there: Fast track clients, PIF clients, and EFT clients.

Fast Track flags clients who are on an EFT package, and are training more often than their plan. For example, if someone’s on a 2 times per week EFT package, but is consistently doing 3 sessions a week, they’ll burn through their sessions before the renewal date. That’s an opportunity to upsell them to a higher frequency package. Use Fast Track to stay ahead of the curve, spot high-engagement clients early, and guide them into a plan that matches their momentum.

PIF Clients are on pay-in-full packages, and this section shows how many sessions they have left. When a client drops to 3 sessions, it’s the time to start planning renewal of their package. Check in, revisit their goals, and start the conversation about their next training block. That way, the client is already in the mindset of renewing their package, by the time the renewal time comes. Don’t wait until they hit zero sessions to talk about renewals. Start priming the renewal early, by talking about the next set of goals, and next phase of training, so the client is already thinking ahead and expecting to continue. That way, when the last session comes, renewing feels like a natural next step.

The EFT tab shows you your EFT clients, along with their remaining sessions, billing frequency and interval.

All of this lets you stay proactive, so no client slips through the cracks, and their fitness journey stays on track.