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How do I add a medical certificate to a customers profile?
How do I add a medical certificate to a customers profile?

Can’t find a box in the customer card where you can enter information about the medical certificates of your members?

Caitlin Atkinson avatar
Written by Caitlin Atkinson
Updated over a week ago

In this article, we’ll show you a simple workaround that allows you to track the expiration of the certificate.

Medical Certificate as a Product The best solution is to add the medical certificate as an annual subscription.

Create the product while taking into account the following points:

  • Frequency of Payment: Annually

  • Price: 0

  • Available in online shop? No

  • Subscription Name: Medical Certificate

  • Booking rules: create a special group in which you can enter all products whose function is purely bureaucratic. For example, you can create a group called "Documents" to which the card and the medical certificate are assigned so as not to interfere with the actual subscriptions.

The advantages are:
Assigning the medical certificate product to the customer card has the following advantages:

  • The certificate will be visible in the "Active Products" section and you will always be able to keep an eye on the expiration date

  • Expiring certificates are displayed in the dashboard under the "Expiring Products" section

  • When customers use their Fitogram profile to book lessons using the online calendar, they also have the option to check the expiration date of their certificate in "My Products". 

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