Setting up your onboarding process in FitMetrics is quick and customizable.
Here’s how it works:
Click “+ Add Stage” at the top right of the Onboarding Pipeline.
Name your stage — e.g. “Call Booked” or “Sent Plan.”
Choose a color to visually distinguish it.
Drag and drop the stage into the exact order you want.
That’s it.
You can create as many stages as you need to reflect your process. Whether you have 3 steps or 10, you’re in full control of how clients move from “New” to “Onboarded.”
💡 Pro tip:
Use emojis in your stage names to make your pipeline even easier to scan at a glance. For example:
🧠 Blood Test Booked
📩 Questionnaire Sent
✅ Onboarded
Organizing stages like this makes it effortless for you and your team to stay aligned and move clients forward.