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:
- Under Documents, click New document, title it Liability Waiver, paste the text, and keep Required on.
- Create document — new members are now asked to sign it before they can participate.
- 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:
- Open the policy's ⋯ menu → Publish new version and confirm.
- It moves to the next version; every member must re-sign before participating again.
- Members see the re-sign prompt in their account.
3. Investigating a change
Situation: A membership was cancelled and you want to know who did it.
Setup steps:
- Open Audit log and filter Actions to the membership actions, with a date range around when it happened.
- Find the entry and click it to see the actor, the member affected, and the before/after.
- 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:
- Under Migration, choose MindBody, set a Grace window, and Start import.
- Upload your members CSV, Map columns, stage, and Preview to catch errors.
- 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 publish a new version whenever a change is legally meaningful.
- The Audit log is your friend for "who changed this?" — filter by actor and date to zero in fast.