DaySmart

This guide covers how to access and download PRVN programming in Perform, including track selection, download options, and using the offset feature.

Accessing PRVN On Perform

This guide explains why coaches and gym owners need a TeamUp consumer account to use BoxMate, and how to check for, create, and connect one.

How to Create a Consumer Account

Manage a standalone video library for linked or uploaded videos.

Managing the Video Library

Upload recipes for members to access in the app.

Managing the Recipe Library

Safe Display

Programmes allow you to create multiple training tracks in BoxMate, with access available to all members or restricted to specific memberships or individuals.

Creating Programmes in BoxMate

Update programme settings, memberships, visibility, levels and filters

Managing Existing Programmes

BoxMate allows you to create custom exercises that aren't already available in the exercise library.

How to Add a New Exercise in BoxMate

Percentage targets allow you to prescribe personalised working weights for each member based on their previous scores or PBs. Instead of assigning fixed male and female weights, you can prescribe…

Using Percentage Targets in Workouts

This guide covers everything from creating sessions and adding workouts to and managing your programming calendar.

Programming In BoxMate

You can export all of your BoxMate scores and performance data directly from the app at any time.

Exporting Scores

Use the Competitions feature to create individual or team events, manage registrations, enter scores and display live leaderboards.

How to create and manage a competition

Elaine Blood

Danny Redfern

Eleanor Shaw

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

Perform Coaches

This guide explains how to connect your own BoxMate and TeamUp accounts, enable class booking for coaches, and add your coaching team to BoxMate.

Getting Coaches on BoxMate With TeamUp

This guide explains how BoxMate handles gym data migrations from SugarWOD, including what can be imported, what isn't, and how to prepare your members for the process.

Gym Data Migration From SugarWOD

This guide covers how to roll out BoxMate to your members when you're also setting up TeamUp for the first time, from preparing member accounts to announcing the app.

The Rollout Guide (New TeamUp)

This guide explains how to configure the BoxMate CRM for gyms that want to capture lead contact details first before reaching out to schedule an intro or trial.

CRM: Funnel #2 — Capturing Lead Information First

This guide explains how to configure the BoxMate CRM for gyms that direct new leads to purchase a TeamUp trial or drop-in as their first point of contact.

CRM: Funnel #1 — Directing Customers to Purchase From TeamUp First

This guide explains how to find a registered BoxMate member and promote them to a coach, then assign the permissions they need to access the right features.

How to Promote a Member to a Coach in BoxMate

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

Getting Started

This guide explains how to subscribe to CompTrain programming through the Perform Marketplace, download sessions to your calendar, and manage your subscription.

Accessing CompTrain On Perform

This guide outlines the terms and conditions that apply when subscribing to a programming provider through the BoxMate Marketplace.

BoxMate Marketplace T&Cs

This guide explains how to bulk upload programming to BoxMate using a CSV file, covering how to fill in the template correctly and how to upload it to your session…

Programming | CSV Upload Guide

This guide explains how to subscribe to CAP programming through the BoxMate Marketplace, download sessions to your calendar, and manage your subscription.

Downloading CAP to BoxMate

This guide explains how to programme supersets inside BoxMate, including how to link exercises, set up your components, and how members experience and log supersets from the app.

Programming Supersets

This guide covers how to set up and use the Personal Training (PT) dashboard in BoxMate PLUS, including giving coaches PT access, adding clients, building programming, and managing clients.

Using PT in BoxMate

This guide covers how to use the BoxMate Upload Assistant, a custom ChatGPT-powered tool, to save time uploading your 3rd party affiliate programming directly into BoxMate.

BoxMate Upload Assistant

This guide covers how to create, build, and apply Session Blocks in BoxMate PLUS, including block types, session building, managing your block, and distributing programming packs to members.

Session Blocks - PLUS

This section is focused specifically on programming.

Programming

This guide covers how to use Content Lab in CoachAI to generate policy documents, web pages, blog posts, email content, social media posts, AI images, and more.

Content Lab (Preview)

This guide covers rolling out BoxMate to your existing TeamUp members, from announcing the app to inviting customers and setting up future member onboarding.

The Rollout Guide (Existing TeamUp)

This guide explains each admin permission on Perform, who can manage them, and what access each permission grants to your coaches and administrators.

Admin Permissions Explained

This guide covers how to use the BoxMate CMS to manage dynamic content on your custom-designed BoxMate website, including adding, editing, and removing coaches and testimonials.

Managing Content on Your BoxMate Website (CMS)

This guide covers how to set up free and paid Lifestyle &amp; Nutrition plans in BoxMate, including plan types, configuration options, member management, and editing plans once live.

Lifestyle 🍎 - Coaches

This guide covers how to create, manage, and track tasks in BoxMate, including sub-tasks, recurring tasks, mobile access, and daily overview emails.

Creating & Managing Tasks

This guide covers how to build, configure, and track custom CRM campaigns in BoxMate, including setting up landing pages, tracking leads, and analysing performance.

Building Custom CRM Campaigns

This guide covers how to configure and use CoachAI across BoxMate, including setup, programming, communications, member insights, lifestyle recipes, and CRM tools.

CoachAI: Your Everyday Assistant (Preview)

This guide covers how to clear browser data for the BoxMate domain on Safari and Chrome to resolve display or login issues.

Clearing Browser Data

This guide covers how to connect your META (Facebook/Instagram) ad leads to your BoxMate CRM using Zapier, so new leads flow in automatically.

Bringing META Ad Leads into your BoxMate CRM through Zapier

This guide covers how to enable TeamUp appointments in BoxMate so members can book directly in the app, and how to announce appointment availability.

TeamUp Appointments in BoxMate

Costa Bontioti

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

Coaches

This guide covers how to use and configure BoxMate Live, the digital whiteboard for displaying sessions, workouts, and leaderboards on a big screen in your gym.

BoxMate Live - Instructions & Configuration

This guide covers how to log into BoxMate Live using one-time passcodes, the difference between facility and personal access, and how to create a facility account.

BoxMate Live - Access & Accounts

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

BoxMate Live

This guide covers how to set up automated SMS messages to leads in your BoxMate CRM using Zapier and Twilio, so new leads receive a text automatically.

CRM | SMS Automation with Zapier & Twilio

This guide covers how to manage, view, and monitor your CRM automations in BoxMate, including quick actions, view options, filtering, and scheduled tracking.

CRM | Managing &amp; Viewing Automations

This guide covers how to build CRM automations in BoxMate, including selecting triggers, configuring criteria, and choosing actions like email, tasks, messages, and SMS.

CRM | Building Automations

This guide provides sample automation ideas for each stage of the lead and customer journey in your BoxMate CRM.

CRM | Sample Automations

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

This guide covers how to set up grade systems and individual grades in BoxMate for tracking member progression through ranks and belts.

Grades & Systems

This guide covers how to sign into Perform as a martial arts member, switch between family accounts, book classes, track grades, and record training.

Perfrom Accounts (Martial Arts)

This guide covers how to manually promote members to new grades in BoxMate, update existing promotions, and use promotion prompts in the app.

Managing Promotions

This guide covers how to configure and run grading events in BoxMate to bulk-manage promotions, including eligibility, invites, and issuing promotions.

Running Gradings

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

Martial Arts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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