Working with Medidate: tutorials
Medidate suits people who aren't tech-savvy too. These guides take you step by step from your first sign-up to a studio that runs on Medidate, and our support team is available at every stage.
To get started with Medidate, go through ten short guides in order: learn the ways to work with the system, sign up, set up your studio, create memberships and punch cards, build your schedule, add students, and manage classes and plans. Most studios finish the basic setup within an hour.
- Step 1
Overview: the ways to work with Medidate
An overview of every way to work with Medidate: the web dashboard, the client app, and booking without an app through public class pages and an embeddable schedule widget.
- Step 2
First sign-up
How to open a Medidate account: the sign-up form, the five-step studio setup wizard, business type, class policies and notifications. 14-day free trial, no credit card.
- Step 3
Studio settings on the profile page
Every studio setting in Medidate: business details, language and time format, booking and cancellation policies, health declaration and terms, privacy, team management, external links and connecting payments.
- Step 4
Create punch cards and memberships
How to create punch cards and memberships in Medidate: entries and expiry, weekly or monthly entry limits, auto-renew, calendar-month memberships with fair billing, a first-month intro price, coupons and products.
- Step 5
Create the studio schedule
How to build a schedule in Medidate: weekly or monthly recurring classes, capacity and waiting list, teacher, price and drop-ins, trial price, private or online classes, and which plans each class accepts.
- Step 6
Add, find and remove students
How to add students in Medidate one by one or import a list from an Excel file, how to search and filter, and how to mark a student inactive or archive them without deleting any data.
- Step 7
Manage students and classes
How to manage students inside a class in Medidate: booking and waiting lists, attendance, punching a card or marking a payment, cancellations and cancellation requests, and frequent students.
- Step 8
The student info page
What is on a student's profile in Medidate: personal details and notes, health notes, health declaration and terms, class history, their plans and products, membership freeze and payment requests.
- Step 9
Manage punch cards and memberships
How to manage students' plans in Medidate: assigning a punch card or membership, renewing memberships through a payment request, freezing and unfreezing with prorated billing, auto-punch and failed payments.
- Step 10
Onboarding and getting started
How to move a running studio to Medidate: import students, bring memberships and punch cards up to date, send payment requests for renewing memberships, invite staff with permissions, and invite students to the app.
Updated for the current version of the system: October 2026
At any stage, contact us
We provide support and assistance at every stage of working with the platform, and are here for any question or request.
14-day free trial, no credit card