Configuring Your Account Settings

The Account page is your central hub for customizing how Flow Roll works for your gym. From managing membership tiers to enabling AI features, this page puts you in full control of your academy's operations.

[!NOTE] You must have Owner or Admin permissions to access and edit most of these configuration settings.

1. Managing Gym Staff and Users

If you are a gym admin or owner, you can manage your coaching staff's access to the gym.

1. Navigate to the Account page (profile icon).
2. Under your personal details section, select Manage Users (group icon).
3. From here, you can invite new staff members, assign them specific roles (like Coach or Admin), and remove access for former employees.

2. Onboarding & Feature Tours

You can toggle the visibility of the guided setup checklist on your dashboard or replay feature tours for different parts of the app. These settings are device-local, meaning they only affect the device you are currently using.

1. Navigate to the Account page (profile icon).
2. Scroll to the Onboarding section.
3. Toggle Show setup checklist to hide or reveal the setup checklist on your dashboard.
4. Click on any of the Replay tour options (e.g., Dashboard, Members, Schedule) to launch the guided walkthrough for that feature.

3. Core Configurations

The Configuration section allows you to tailor the Flow Roll experience to your specific martial art and business model.

Setting Up a Belt System

Flow Roll lets you track member rank dynamically. You can choose from predefined martial arts systems or build a custom one.

1. Scroll to the Configuration section and locate Belt System.
2. Select Edit (pencil icon).
3. Choose a predefined system (like Brazilian Jiu-Jitsu, Judo, or Karate) or select Custom to enter your own belt colors in order from lowest to highest.
4. Click Save.

Setting a Trial Period

Configure how many free days a new member gets before their paid subscription kicks in.

1. Locate Trial Period (calendar icon) in the Configuration section.
2. Choose from the available options (e.g., 0, 7, 14, or 30 days).

Enabling Attendance Limits

If your memberships limit how often students can attend, you can enforce those limits automatically based on their check-ins.

1. Toggle Enable Attendance Limits on.
2. Select the Max Visits number.
3. Select the Period (Per Day, Per Week, or Per Month).

4. Privacy & AI Features

Hiding Financial Values

If you use Flow Roll on a public-facing device (like a front desk iPad), you can hide your gym's revenue metrics.

• Toggle Show Dashboard Values off. Your financial charts will be replaced with a privacy banner.

Enabling AI Summaries

Flow Roll can use AI to automatically summarize your gym's performance on the dashboard, analyzing trends in attendance and revenue.

• Toggle AI Summaries on to activate the smart assistant.

5. Managing Membership Tiers

Tiers represent the different plans you offer to your students (e.g., Basic, Unlimited, Kids).

1. Scroll to the Membership Tiers section.
2. Select Add Tier (plus icon).
3. Enter a Tier Name.
4. (Optional) Toggle Attendance Limit to set specific attendance restrictions just for this tier, overriding the global limit.

6. Security & Notifications

Biometric Login

For faster, secure access on mobile devices, you can enable Biometric Login (FaceID / Fingerprint).

• Locate the Security section and toggle Enable Biometric Login.

Lead Notifications

Never miss a prospective student. You can choose how you want to be alerted when a new lead fills out your web form.

• In the Notifications section, toggle New Lead Email or New Lead Push Notification based on your preferences.

7. Stripe Integration

To fully automate your billing and track subscriptions directly in Flow Roll, you need to connect a Stripe account.

1. Scroll to the Stripe Integration section.
2. Click Link Stripe Account to Gym.
3. You will be redirected to Stripe's secure portal to authorize the connection. Once completed, your dashboard will automatically populate with real-time financial data.

Once connected, the same section lets you link your existing roster to their Stripe customers (Link Members to Stripe) and start billing for migrated members (Start Membership Billing).

Managing Member Subscriptions

When Stripe is linked, admins can review and adjust every member subscription from one screen.

1. In the Stripe Integration section, click Manage Subscriptions (sliders icon).
2. Filter the list by All, Active, Trialing, Paused, or Past due.
3. Click any member's subscription to Pause, Resume, or Cancel it. Payment-failure reasons and retry dates are shown inline so you can follow up quickly.

[!NOTE] Canceled and expired subscriptions don't appear here — open the member's profile to see their full billing history.