Step 1: Choose Your Web Address

1. Go to the Settings tab from the left-hand menu.

2. Select Web Address.

3. You can either:

   • Enter a custom domain that you own, or

   • Choose a subdomain using the format: yourgymname.fitnessgm.com

4. Click Save to apply the changes.

Step 2: Update Gym Name and Address

1. In the Settings tab, navigate to Gym Information.

2. Update the Gym Name and Physical Address fields as needed.

3. Click Save to confirm your changes.

1. Create a New Class

• Click “Create New Class”.

• Fill in the required details.

• Click “Create Class” or “Cancel” to dismiss.

2. Add a New Class Type

• In the Classes section, click the "+" icon to add a new class type.

• Enter the class type details.

• Click “Add Class Type” or “Cancel” to dismiss.

3. Delete a Class Type

• Navigate to the Classes section.

• Choose the class type you wish to delete.

• Click the red trash icon to remove it.

4. View Class on Calendar

• Navigate to the Classes section.

• Select desired class type(s) to view on the schedule calendar.

5. View Upcoming Classes

• In the “Upcoming Classes” section, scroll to view all upcoming and recurring classes.

• Select “View” to open class details.

6. Edit Upcoming Classes

• Select “View” next to the class you wish to edit.

• Click “Edit” and choose one of the following:

  • “This Occurrence” – edit a single instance.

  • “Entire Series” – edit all recurring classes.

• Make necessary edits and click “Save Changes” or “Cancel”.

7. Delete Upcoming Class

• Select “View” next to the class.

• Click the red trash button “Delete” to remove it.

8. Navigate the Calendar

• Use the left or right arrow to change the month.

• Use the view selector to switch between Month, Week, Day, or List views.

• Click a specific date to add a new class.

• Select an existing class to view, edit, or delete.

• Click “X” to exit without making changes.

1. Go to the “Invite” section.

2. Click the “Invite” button.

3. Enter Staff Details:
   Fill in the full name and email address.

4. Assign a Role:
   Select from Admin, Manager, or Trainer based on job responsibilities.

5. Send Invitation:
   Click “Send Invite”.
   The staff member will receive an email to complete their setup.

   
   Invites

• Go to the “Invite” section.

• Invite Roles Overview:
  Invited users are pending staff members with limited access until fully approved and assigned a role like Admin, Manager, or Trainer.

Using the Search Bar

• Click on the search bar.

• Enter the staff member’s name.

• Apply the filter to locate their profile.

Trainers - Class Instructor Profiles. Must have profile in order to assign to class. Has direct access to calendar.

Managers - Operational access to sell and create memberships. NOTE: If a manager is also a class instructor, there must be 2 profiles created for 1 Manger and 1 Trainer.

Administrators - Full 360 degree access to the system. 

View Facility Staff Overview

1. Select "Gym" from the left-hand menu.

2. Select "Staff" from the top menu.

Admins Permissions

• Go to the “Admin” section.

• Admin Roles Overview:
  Admins manage members, payments, schedules, staff access, and reports. Roles like Super Admin, Manager, or Front Desk can be assigned with different permission levels for better control and security.

Managers Permissions

• Go to the “Manager” section.

• Manager Roles Overview:
  Managers oversee daily operations, staff, member records, and class schedules. Their access is tailored for operational efficiency without full admin control.

Trainers Permissions

• Go to the “Trainer” section.

• Trainer Roles Overview:
  Trainers lead workouts, manage class schedules, and support members in reaching their fitness goals.

Modify the General Details of Gym 

1. Select Account from the left menu.

2. Click "Edit" below your name or select "Settings" from the top menu bar.

3. Enter or update your contact details.

4. Click "Save Changes" to confirm updates.

Sending a Message

1. Select Account from the left menu.

2. Click the Message Icon or the email address listed under "Personal Details."

3. Compose your message and send.

View Check-In Code

1. Select Account from the left menu.

2. Your Check-In Code will appear below the "Account Profile" section.

View All Documents

1. Use the search bar in the top-right corner to find documents.

2. Click the desired document to view.

Logging Out

1. Select Log Out to securely exit your account.

Update Gym Door ID and Gym Info

1. Go to "Settings" and select "Gym Settings".

2. Enter the Gym Door ID that members will use to access the gym.

3. Under "Gym Information", update your Gym Name and Address as needed.

4. Scroll down and click "Save Settings" to confirm any changes.

Manage Email and SMS Reminders

1. Navigate to "Settings" from the left menu.

2. Select "Notification Settings".

3. On the right side of the screen, toggle the buttons next to Email and SMS to enable/disable reminders.

4. Set Reminder Time (from 1 hour to 2 days before scheduled classes).

5. Click "Save Settings" at the bottom to apply changes.

Sign-up forms are the digital enrollment form for prospective members. Here the prospect will provide personal information, address, select their class, insert their payment, apply discounts, and provide payment information.

Add New Sign-Up Form

1. Navigate to the "Members" tab in the left menu.

2. Click "Sign-Up Forms" at the top.

3. Click "Add Form" in the upper right corner.

4. Choose which components of the form (Address, documents) you would like to collect and select which will be “required”.

5. Enter the form details and click "Create Form".

6. Once created, each form can be:

   • Edited

   • Deleted

   • Copied

   • Converted into a QR code for easy access.

1. Access Financial Analytics

   • Select "Financial Analytics" from the top menu.

2. Adjust Date Range

   • In the upper right corner, select the desired date range.

   • Click outside the calendar to apply the filter.

3. Review Lifetime Metrics

   • Lifetime Revenue: Total revenue generated by your gym.

   • Member LTV: Average lifetime value of each member.

   • Most Revenue Plan: Plan that has generated the most income.

4. Review Period Metrics

   • Total Revenue: All income during the selected period, with percentage change.

   • Monthly Recurring Revenue (MRR): Expected revenue each month from active subscriptions, with percentage change.

   • Annual Recurring Revenue (ARR): Projected annual revenue based on current memberships.

   • Average Revenue Per User (ARPU): Average income per active member, with percentage change.

5. View Revenue by Plan Type

   • Scroll to the "Revenue by Plan Type" section.

   • Review the breakdown of income by membership plan.

6. Analyze Monthly Revenue Trends

   • Locate the "Monthly Revenue Trends" chart at the bottom right.

   • Hover over each data point to view revenue details by month.

7. Additional Financial Metrics

   • Failed Payments: Percentage and number of failed transactions, with percentage change.

   • Refunds: Total refunds issued, with percentage change.

   • Outstanding Payments: Revenue still pending or unpaid, with percentage change.

Navigating to Dashboard Features

1. Access Dashboard

   • Select "Dashboard" from the left-hand menu.

2. View and Manage Key Areas

   • Schedule: Click "Schedule" tab from the top menu to create, edit, or view classes.

   • Check-Ins: Click "Checkin" tab to view current and past member check-ins.

   • Documents: Click "Documents" tab to view, edit, or upload waivers, contracts, and agreements.

   • Settings: Click "Settings" tab to configure notifications, manage member sign-ups, and adjust gym settings.

This guide outlines how to create, edit, and delete document templates.

Documents are typically agreements or waiver forms Members will need to agree to before completing enrollment.

1. Create a New Document Template

1. Select the Members tab from the left-hand menu.

2. Click Documents from the top menu.

3. Click the New Document Template button in the upper-right corner.

4. Enter the following details:

   • Title

   • Content

   • Placeholders (optional)

5. Click Create Template to save.

2. Edit a Document Template

1. Select the Members tab from the left-hand menu.

2. Click Documents from the top menu.

3. Click the three dots next to the desired document.

4. Select Edit from the dropdown menu.

5. Make the necessary changes.

6. Click Save Changes or use the back button to exit without saving.

3. Delete a Document Template

1. Select the Members tab from the left-hand menu.

2. Click Documents from the top menu.

3. Click the three dots next to the document you wish to delete.

4. Select Delete from the dropdown menu.

• 1. Create a New Class

  • Click “Create New Class”.

  • Fill in the required details for:

    • Start and End Time

    • Start and End Date

    • Single Event or Recurring Event

    • Instructor

    • Class Capacity

Select Billing in left side bar

1. Select "Discounts"

2. Each discount will display:

   • Title - Name of discount

   • Type - Amount of Percentage or Dollar Discount)

   • Code - Custom ID created by Admin that activates discount

   • Usage - Amount of Times Code Used(i.e. 6 / 10)

   • Expiration of Discount

Create Discount

1. Select Billing in left side bar

2. Select "Discounts"

3. Select “Add Discount" button

4. Create Title - Name of the discount

5. Create Discount numerical amount

6. Select drop down box of % symbol as a percentage discount OR $ symbol if offering a dollar amount discount.

7. Create a Discount Code number/letter combination

8. Limited Use field will determine the maximum number of uses for the discount. Leave blank if unlimited use is desired.

9. Insert a future expiration date if discount code will no longer be honored after a specific day.

If a payment keeps failing:

• Go to Billing > Payment Method

• Update your card info

• Retry the payment under the Overdue section

Click "Retry" or "Pay Now" after updating

Recent Payments

1. Select "Billing" from the left-hand menu.

2. Locate the Recent Payments section.

   • Displays:

     • Date Paid

     • Amount

     • Payment Method

     • Invoice Download Option

3. Optionally, click "Download" next to a payment to save the invoice as a PDF.

View All Recent Payments

1. Select "Billing" from the left-hand menu.

2. Click "All Payments" in the top-right corner.

3. Browse payment history with detailed info:

   • Date

   • Amount

   • Subscription Plan

   • Invoice View/Download

Select "Billing" from the left-hand menu.

1. Select "Overviews" from the top menu.

2. You will now see:

   • Overdue Payments - Any outstanding payments passed the due date

   • Recent Payments - Payments successfully received

Definition of fields and options for creating a membership:

Create New Membership

1. Click on the Members tab.

2. Click on Memberships.

3. Click Add Membership Option.

4. Select: pricing, duration, documents, and attendance limits.

5. Click Create Membership.

Edit Membership

1. Select the Members tab from the left-hand menu.

2. Click Memberships from the top menu.

3. Click the three dots next to the membership.

4. Choose Edit and make necessary changes.

5. Click Save Changes or go back to exit without saving.

Delete Membership

1. Select the Members tab from the left-hand menu.

2. Click Memberships from the top menu.

3. Click the three dots next to the membership.

4. Choose Delete.

5. Confirm by clicking Delete in the pop-up.