DaySmart

Eleanor Shaw

Danny Redfern

Get help and support with the BoxMate admin/coach online web application.

BoxMate Coaches

Preparing your BoxMate account to get the most from the members data imports.

Gym Data Migration From SugarWOD

Learn How to Set Yourself & Your Coaches up with Synced BoxMate and TeamUp Accounts.

Getting Coaches on BoxMate With TeamUp

A detailed look into the roll out of BoxMate in your gym if you re also setting up TeamUp at the same time.

The Rollout Guide (New TeamUp)

Configure your CRM system to capture new leads and nurture your newest customers.

CRM: Funnel #2 - (Capturing Lead Information First)

How the BoxMate CRM works when asking potential new clients to purchase a trial with TeamUp as your first point of contact.

CRM: Funnel #1 (Directing Customers to purchase from TeamUp First)

This is the section to help you get started with your BoxMate account.

Getting Started

This guide will help you sign up for Comptrain programming in BoxMate

Accessing CompTrain On BoxMate

Terms and conditions for marketplace purchases.

BoxMate Marketplace T&Cs

This guide will walk you through how to bulk upload your programming through a CSV file.

Programming | CSV Upload Guide

Downloading CAP to BoxMate

Programming Supersets

A detailed guide for using your Personal Training / PT Dashboard as part of BoxMate PLUS

Using PT in BoxMate

Guide to using our custom GPT to save time uploading your programming from 3rd party providers.

BoxMate Upload Assistant

Use session blocks to build out large blocks of programming to use again or upsell as packs to your members.

Session Blocks - PLUS

This section is focused specifically on programming.

Programming

Create all external content you need for your business with ease

Content Lab (Preview)

A detailed look into the roll out of BoxMate in your gym if you have already been a TeamUp customer for a while.

The Rollout Guide (Existing TeamUp)

What do permissions allow my coaches to do?

Admin Permissions Explained

Dynamically add, edit and remove content including coaches & testimonials to your website from inside of your coaches area.

Managing Content on Your BoxMate Website (CMS)

Set up paid & free lifestyle and nutrition plans for your members.

Lifestyle 🍎 - Coaches

Learn how to create one-off and recurring tasks for your coaches and yourself to keep your facility running efficiently.

Creating & Managing Tasks

Create bespoke campaign links to feed through your CRM funnel and trigger custome automations.

Building Custom CRM Campaigns

A full run through of all the areas that use CoachAI and what this enables you to do throughout the app

CoachAI: Your Everyday Assistant (Preview)

Fix issues with the BoxMate admin application by clearing browser data and starting fresh

Clearing Browser Data

Create ads in Facebook Lead Ads and use Zapier to bring these straight into your BoxMate CRM

Bringing META Ad Leads into your BoxMate CRM through Zapier

Using the TeamUp appointments feature inside BoxMate for PT sessions, 1-1s, equipment use and more!

TeamUp appointments in BoxMate

This section is focused specifically on anything coaches need to be successful.

Coaches

Learn how to fully utilise the Live screen and explore all available views and preferences.

BoxMate Live - Instructions & Configuration

Different ways to get Live up and running in your gym

BoxMate Live - Equipment & Setup

This section is focused specifically on configuration and setup of BoxMate Live.

BoxMate Live

Send automated text messages to your leads

CRM | SMS automation with Zapier & Twilio

This guide will cover viewing your existing automations and the actions/views available.

CRM | Managing & Viewing Automations

This guide will explain how to use the Automations feature to create and send time/trigger-based actions and communications to your customers.

CRM | Building Automations

The following contains suggestions for an example Journey and what those automations could look like to nurture leads and help towards improved conversion and retention.

CRM | Sample Automations

Create bespoke campaign links to feed through your CRM funnel and trigger customer automations.

This section is focused specifically on anything needed for the CRM.

This article will show you how to track your customers belt/rank/grade in a martial arts facility such as BJJ, Taekwondo, Jiu Jitsu and more.

Tracking Customer Grades

How to create and use your BoxMate account.

BoxMate Accounts (Martial Arts)

Guides supporting grade/belt/rank management for Martial Arts facilities

Martial Arts

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