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What are the best practices for onboarding third-party reservation customers?

If you are using a third-party reservation tool, it is essential that your onboarding process are precise to provide the best experience.

Jason Wiese avatar
Written by Jason Wiese
Updated over 2 years ago

If you are using a third-party reservation tool such as ClassPass, it is essential that your onboarding/check-in process are precise to provide the best experience for these customers. The top priorities are making sure that studio policies are clearly communicated to customers beforehand and that your onboarding process is smooth and easy. Here are some suggestions to provide a great experience for these customers

Clearly Communicate Studio Policies

Within a studio's ClassPass dashboard, there are three primary opportunities to communicate with customers: the class description, the business profile, and the 'how to prepare' section. This content is included in various areas of the ClassPass site, and on reservation information sent to customers.

Many customers coming over from third-party reservations may not be aware of your studio policies or procedures. For example, many customers using ClassPass might not be aware that you recommend everyone show up 10 minutes before the class start. If they show up late, they might miss valuable class time while getting checked in.

Studios should use the available fields in ClassPass to clearly communicate policies and key information. As long as these policies are written down and clearly communicated, ClassPass will support any resulting penalties if a customer is denied entry to class

Smooth Onboarding

Here are a few things to keep in mind to have a smooth onboarding process:

ClassPass users will need to be converted and Mariana Tek accounts will need to be created. This takes some time but is essential for your studio. Accounts can be created by your Front Desk team or do it themselves through the Express App, IOS Andriod App, or through a URL linked to the account creation flow on the website. It would be helpful to post QR codes at the front desk linked to the account creation so everyone can access them quickly. This will also include agreeing to the Terms of Service and any additional waivers. When creating an account, remind customers to use the same email address that they used in ClassPass.

Make sure to be prepared to sell/provide any necessary equipment and prerequisite instructions. If there is needed equipment, we suggest using the Quick Sale tool. Also, we recommend creating a checklist of must-know information that your Front Desk team can refer to when providing information for first-time customers.

While these practices can apply to all first-time customers, ClassPass users can be extra intimidating. Providing key details beforehand and having a smooth onboarding process will help ensure their first visit is a success.

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