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From paper to dashboard in one afternoon

Team xBase360For coaches and gymsoverstappensportschoolproduct

A pile of registration forms, the timetable on the board and your old member list: what you take over and what you’d better not leave to guesswork.

Woman photographs paper enrolment forms on a desk beside a whiteboard with a class schedule while a man sorts the forms.

The biggest hurdle to switching systems isn’t the price, but the retyping. A member list of two hundred people, a class timetable on a whiteboard, a folder of intake forms. Nobody feels like it, so everything stays as it was.

The member list. Most systems can export a list. Name and email address are enough: we turn each line into an invitation. Anyone who already had an account is skipped, so importing the same file twice does no harm. Everyone then chooses their own password and fills in their own details.

The timetable on the board. Take a photo of it. The days, times and classes are read, and you choose for how many weeks ahead they go into the timetable. A class type that already exists is reused; scanning twice won’t give you a duplicate Spinning class.

The intake forms. A paper questionnaire becomes the same form, in digital form. You go through the questions, and then you send it to your clients.

The machines. Take a photo of a machine and you get it in your list, with exercises and a QR sticker to print. A member who scans the sticker immediately sees what they can do on it and what they lifted last time.

What we deliberately don’t guess. A handwritten email address that’s half legible is left as it is by the scan. An invitation to the wrong address is worse than a bit of retyping: a stranger then gets an email with your business’s name in it. The same rule applies to health data on a registration form: it isn’t read, because there’s no field for it in the result.

You always check. A scan gives you a filled-in form, never a final result. Only once you’re happy with it does it go into the dashboard. That means it isn’t fully automatic, and that’s the idea. A system you trust from day one is a system you did the first check on yourself.

Further reading

There are more pieces on the blog. Looking for an explanation of how something works in the app? Then the help centre is the better place.

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