Integration Checklist

Whether you're currently integrating your system with Wellhub or already have the integration active, this checklist was created to help you keep everything running smoothly. It brings together the most important points to ensure that your check-in and booking operation flows correctly — from setup to daily usage.
Use this guide to review, adjust, and monitor your integration process at any time.

Need help with your integration?

If you experience any technical issue related to your integration (CMS sync, check-in errors, schedule display, etc.), please use our official support channel: Wellhub Help Center

When contacting us through the Help Center, make sure to include:

  • Your unit name;
  • The CMS you’re using;
  • A clear description of the issue;
  • Your Partner ID.
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Tips by setup type

Key integration steps

  • Confirm your CMS is on the list of compatible systems;
  • Check with your CMS if the integration with Wellhub is active and supported;
  • Assign a technical point of contact (either from your team or your CMS provider);
  • Review and update your unit information on the Partner Portal (hours, team, images, etc.).

1

Preparation (before requesting integration):

2

Technical setup:

  • Set up your class schedule correctly: minimum duration - 30 minutes;
  • Capacity and descriptions must be accurate;
  • Test the display of your classes on the Wellhub app;
  • If you have access control, make sure the CMS is recognizing check-ins made via the app.

3

Post-activation:

  • Monitor check-ins and bookings in the Partner Portal, especially when receiving your first users after activation. This will help you validate the booking + check-in flow in a real scenario;
  • Avoid cancelling classes outside the CMS (email, etc.);
  • Periodically review your setup: class sync, available slots, and booking status updates.
  • - After the user’s first registration, validations happen automatically via your CMS.
  • - Manual validation can be done via the Partner Portal as a backup.
  • - Check-ins must be validated within 20 minutes to be eligible for payout.

Read: How Check-ins Work

  • - Classes must be correctly created and synced from your CMS.
  • - The check-in button becomes available 30 minutes before the class.
  • - The class must be marked as "Completed" for the booking to generate the payout.

See: Booking Rules & Best Practices

  • - Users must book and check in via the app.
  • - Your CMS must validate both the booking and presence.
  • - Ensure the check-in and booking are properly matched and finalised.

Explore: Types of Integration

Ready to review your setup?

  • Go to the Integrations section in the Partner Portal;
  • Check your current integration status;
  • Use the Reports section to track your check-ins and bookings;
  • Make sure your team follows the correct check-in and booking workflows.

Key integration steps

  • Confirm your CMS is on the list of compatible systems;
  • Check with your CMS if the integration with Wellhub is active and supported;
  • Assign a technical point of contact (either from your team or your CMS provider);
  • Review and update your unit information on the Partner Portal (hours, team, images, etc.).

1

Preparation (before requesting integration):

2

Technical setup:

  • Set up your class schedule correctly: minimum duration - 30 minutes;
  • Capacity and descriptions must be accurate;
  • Test the display of your classes on the Wellhub app;
  • If you have access control, make sure the CMS is recognizing check-ins made via the app.

3

Post-activation:

  • Monitor check-ins and bookings in the Partner Portal, especially when receiving your first users after activation. This will help you validate the booking + check-in flow in a real scenario;
  • Avoid cancelling classes outside the CMS (email, etc.);
  • Periodically review your setup: class sync, available slots, and booking status updates.
Partner PortalHelp Center
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