For large fitness businesses and enterprise chains that use an external CRM system or the MINDBODY add-on to sync their clients into ABC Trainerize, we’ve introduced lockdown permissions. These features provide enhanced control and customization over your team and client records. This feature is limited to Studio and Enterprise plans only.
How to Enable Lockdown Permissions
You can find the lockdown options under Settings > Permissions in your account on the web.
Once these settings are enabled, no one, including the account owner, will have the ability to add clients, trainers or appointments directly in their ABC Trainerize account. These actions must be performed through your external system (e.g., Mindbody).
What Happens When These Permissions Are Enabled?
If the lockdown is activated for clients: you cannot add, delete, edit (see below), or activate/deactivate clients.
If the lockdown is activated for trainers: you cannot add, delete, or edit (see below) trainer profiles.
These are the 4 parts of the client and trainer profiles that will be locked, but you can edit the rest:
- First name
- Last name
- Email address
- Phone Number
If the lockdown is activated for appointments: you cannot create new appointments in ABC Trainerize. It controls scheduling new appointments, rescheduling, and deleting appointments in the Trainerize calendar.
Keep in mind, however, that you can still add appointment types for ABC Trainerize appointments under Settings > Event Types.