Getting started guide

How to access Thrive4:

As an administrator, coach, or other staff member

As a customer or member

Alternatively, download the Thrive4 app.

1. Applying your organisation settings

Your organisation settings are found in Organisation setup.

Here you can apply fundamental organisational-level settings, such as your billing period, tax rates, registered addresses and payment provider(s).

Applying your organisation settings correctly will ensure your account runs smoothly and that your financial reports are accurate.

2. Add your products and schedules

Anything you offer to your customers that requires registration or payment will need to be set up as a product. Examples of products are memberships, classes, events, and merchandise.

Once you have added your products, you can schedule sessions, add closure dates, and create discounts.

Tip: When setting up your products, consider using product groups to better organise related products. Think of this as creating folders on your computer to group similar files together.

If you have various products with the same pricing, billing, waiting list type, age restrictions, consent requirements, and discount settings, adding them into a product group means you can apply these settings once at the group level. This ensures that all products within the group automatically 'inherit' the same settings.

3. Add your registration forms and consents

When your customers choose to register or pay for a product, they will be required to create their own Thrive4 member account (or log into an existing one).

As part of this sign-up process, customers will be required to enter a set of personal information, and these personal details will be shared with you at all times. This process avoids you from having to repeatedly ask the same personal questions and create needless registration forms.

With users in control of their personal data, the responsibility of managing personal data sits with the person who owns the Thrive4 member account, helping your organisation meet GDPR and data protection obligations.

For any additional information you need, you can create custom forms and consents and require responses at checkout.

4. Import your contacts (optional)

If you plan to import data for your existing members, this can be done in bulk.

Data imports will be managed by your project leader as part of the onboarding process. For more information, please contact foundations@thrive4.com

5. Preparing your online shop

By this stage, you should have now created your products and have these ready to offer your customers. Before customers can find your products, however, you will need to link the products to relevant sections in your online Thrive4 shop.

The online shop is the primary interface your customers will engage with to register for products and make payments. Once your shop is ready, you can start sharing the link to drive customers.

6. Preparing your communication templates and notifications

Thrive4 comes with email communication and automatic notification features to help you professionally communicate with your customers and keep on top of important information.

Already included are a host of ready-to-use email templates, but you can also create your own unlimited template library. System templates are automatically sent when certain system events occur, such as when a person purchases a product, or when an invoice is raised.

Note: If you have any problems with the steps above, remember you can always contact the team. Send any onboarding-related queries to foundations@thrive4.com, or if your requirement is more urgent you can reach us between 09:00 - 17:30 Monday - Friday on 0330 818 8536.