Quick Start
Be up and running in under 10 minutes
SMS Bot
Automate reorders with an AI text assistant
Customer CRM
Track orders, LTV, and reorder cadence
Operations Inbox
Monitor and take over any SMS conversation
What Fit4Life OS does
The platform covers every part of your daily workflow in one authenticated portal at/live:
- Customer management: add, edit, and search your client roster; view lifetime value, order history, and reorder cadence per customer
- AI SMS bot: customers text your clinic number to browse the menu, ask questions, and place reorders; the bot handles it all automatically
- Order management: a full order board tracking each order from “requested” through “delivered”; SMS-bot orders are payment-gated, so a bot order only commits once the customer pays
- Financial tracking: P&L with editable per-product costs, daily sales ledger, payroll tracking, and revenue goals
- Human takeover: jump into any bot conversation instantly from the Operations Inbox; the bot steps aside the moment you take control
- Reports & exports: branded PDF, DOCX, XLSX, PPTX, CSV, and PNG exports of any data view
- In-OS AI assistant: a floating copilot that reads your data and proposes actions you confirm before anything changes
- Referral tree: visualize your referral network with revenue rollups per branch
Getting started
1
Log in to the OS
Navigate to your clinic’s Fit4Life OS URL and enter your practice password to access the dashboard.
2
Add your customers
Import or manually add your client roster with names, phone numbers, and order history.
3
Activate the SMS bot
Connect your Twilio number so customers can text to browse the menu and place reorders automatically.
4
Monitor from the inbox
Watch live conversations in the Operations Inbox and take over any thread whenever you want a personal touch.
The SMS bot requires an active Twilio number and a completed A2P 10DLC campaign registration before it can send messages to real customers. See the SMS Bot overview for setup details.
