DaySmart

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

Eleanor Shaw

Elaine Blood

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

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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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