Set Up for new Scheduling & Billing
I have created a short walkthrough video on how to get set up.
Step by Step Guide
Creating Account
- On your phone internet browser, go to client.naamly.com
- Add to homepage and rename "Rise Personal Training".
- Click "First Time Login" to create account.
- Login and update billing information by going to "My Account"
- Add payment method and select "Default Payment" then click "Save"
- My Bookings: Allow you to view your upcoming appointments and cancel appointments.
- Book a Session: Allows you to book a new session.
Booking Session
- In the client portal, select the top left 3 Line Icon to bring up the drop down menu
- Select "Book a Session"
- Using the Dates or the arrows to change the weeks, select the Day and Date you wish to book.
- From here you can view all available session times and how many spots are available.
- Select the desired time by clicking "Book Now"
- Select "Yes"
NOTE: If you add yourself to waitlist, you will get a text notification IF a spot becomes available.
Canceling Session
- In the client portal, select the top left 3 Line Icon to bring up the drop down menu
- Select "My Bookings"
- Find the session time you wish to cancel and select "Cancel"
- Select "Yes"
NOTE: You can cancel and rebook only if you cancel 1 hour or more prior to the start of the session. 59 minutes or less is considered a "late cancel" and you would lose that session