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Adding and Deleting Members

Two Ways to Add or Delete Members in Fitness GM

Adding Members:

Option 1: Self-Service Sign-Up Form (Recommended)

This option is fully automated.

  1. The member completes your online sign-up form [Sharing a Sign-Up Form Remotely] 
  2. The system automatically creates their account and populates them in your Active members list
  3. Done

Option 2: Manual Entry

Use this option when you need to create a member manually.

On the Main Menu Bar, select Members

  1. Click Create New and Select Member
  2. Fill In Member information:
    • Member Details, Address, Emergency Contact, and Billing Address (required and optional info was preset when the sign-up form was created)
  3. Take member's profile picture
  4. Select Membership Option
  5. Have Member Sign Waiver
  6. Set Membership Settings
    • Choose a payment method: Cash or Card (Cash is not ideal for recurring memberships)
    • Review or change the Start Date and the Recurring Billing Start Date
      • Start Date: when gym access begins
      • Recurring Billing Start Date: day of the month all payments are charged
  7. Review Payment Amount Details
    • Verify Due Today and Recurring Billing Amount pricing
    • Customizable: membership cost and one time fees
    • Enter discounts if applicable
  8. Add Password and Payment Method
    • Password: created by member or staff
    • Credit/Debit Card: enter card number, expiration date, CVV, and zip code
    • Cash: record manual note in Membership Settings above
  9. Review Information and Create

Deleting Members:

Option 1: Soft Delete (Recommended)

A soft delete archives the member. They can no longer log in, but their record is preserved and the account can be fully restored if needed.

What happens:

  1. Contact and personal details remain visible to admins

  2. All memberships are automatically cancelled

  3. Payment methods and history are hidden (but not deleted)

  4. Account and all previous information can be fully restored at any time

Option 2: Hard Delete

A hard delete permanently removes the member and all associated data from the system.

What happens:

  1. All contact information is deleted

  2. Payment history is permanently removed

  3. The account cannot be restored

This action cannot be reversed by our support team