ClassLift

Examples

For: Owners & Managers

Real-world compliance and data situations.

1. Publishing a liability waiver

Situation: Every new member must sign a liability waiver before their first class.

Setup steps:

  1. Under Documents, click New document, title it Liability Waiver, paste the text, and keep Required on.
  2. Create document — new members are now asked to sign it before they can participate.
  3. To see who's signed, open a member's profile Documents tab.

2. Updating a policy everyone must re-acknowledge

Situation: You've changed your cancellation policy and need every member to re-agree.

Setup steps:

  1. Open the policy's ⋯ menu → Edit and update the Document text to the new wording.
  2. Save. Because members have already signed this document, it moves to the next version automatically and every member must re-sign before participating again.
  3. Members see the re-sign prompt in their account, and read the new wording there before signing.

Members who signed the old policy keep that signature against the old wording — open a member's Documents tab and click View to read exactly what they agreed to.

If the wording isn't changing and you just want an annual re-acknowledgement, use ⋯ → Publish new version instead.

3. Investigating a change

Situation: A membership was cancelled and you want to know who did it.

Setup steps:

  1. Open Audit log and filter Actions to the membership actions, with a date range around when it happened.
  2. Find the entry and click it to see the actor, the member affected, and the before/after.
  3. Export with CSV if you need a record.

4. Moving from another platform

Situation: You're switching to ClassLift from MindBody and want to bring your members over.

Setup steps:

  1. Under Migration, choose MindBody, set a Grace window, and Start import.
  2. Upload your members CSV, Map columns, stage, and Preview to catch errors.
  3. Commit the valid rows, then repeat for memberships — members keep access while they re-authorize.

Tips for all studios

  • Make participation-gating waivers Required, and finalize the wording before the first member signs — after that, every text change asks everyone to re-sign.
  • The Audit log is your friend for "who changed this?" — filter by actor and date to zero in fast.