Playbook: Onboarding a New Gym (End-to-End)
Playbook: Onboarding a New Gym This is the complete end-to-end workflow for onboarding a new gym from lead conversion to fully operational. Follow these steps in order. Phase 1: Pre-Activation Lead...
Articles about Playbooks & Workflows in the bliply Knowledge Base.
Playbook: Onboarding a New Gym This is the complete end-to-end workflow for onboarding a new gym from lead conversion to fully operational. Follow these steps in order. Phase 1: Pre-Activation Lead...
Playbook: Handling a Gym Cancellation When a gym wants to cancel their subscription, follow this process to handle it professionally and preserve the relationship where possible. Step 1: Understand...
Playbook: Troubleshooting a Support Ticket This workflow covers how to efficiently investigate and resolve a support ticket. Step 1: Read and Classify Read the ticket description carefully — unders...
Playbook: Managing Automation Templates This covers the end-to-end workflow for creating, updating, and distributing automation templates and email templates to gyms. Creating a New Automation Temp...
Playbook: Handling Failed Payments When a gym's subscription payment fails, the following automated and manual processes should be followed. What Happens Automatically Stripe retries — Stripe attem...
Comp OS Cancellation Playbook This playbook covers the two cancellation modes available for the Comp OS add-on and the steps to follow for each. When to Cancel Gym requests to remove the Comp OS ad...
Before you touch anything Establish the blast radius. One member, one gym, or everyone? One platform (iOS or Android) or both? In-app bell notifications present but no push, or neither? The answers...
How a gym gets suspended Suspension is normally the end of the dunning sequence rather than a decision someone makes. A failed subscription payment moves the account into grace, reminders are sent,...
Set expectations first The gym is the data controller. We supply a preparation tool; they decide what is disclosed and they respond to the member. Use the agreed wording: Bliply has gathered person...
Almost never actually missing In practice this is nearly always visibility rather than loss: the wrong account, the wrong gym, a stale cache, or a record that was scoped to somewhere the member is ...