Ongoing Operations
Everyday Usage
📋 Most Used Features
Daily Tasks
- Check members in (Members → Find Member → Click 3 Dots → Check In)
- Process payments (automatic)
- View who's here (Access → Recent Access)
Weekly Tasks
- Review failed payments (Billing → Overdue)
- Check new sign-ups (Members → Recent) ..................................................COMING SOON!
- Send announcements (Groups → Message) ................................................COMING SOON!
- Export reports (Dashboard → Filter Data → Export to Excel)
Monthly Tasks
- Update classes (Classes → Schedule)
- Clean up cancelled members (Members → Cancelled)
- Plan promotions (Create discount codes)
📋 Monthly & Quarterly Checklists
Monthly: Beginning of Month Checklist
- Cancel memberships for delinquent accounts
- Update Membership Pricing and Promotions
- Delete expired discount codes
- Launch any new monthly promotions
- Update membership prices to match demand
- Process Manual Payments-Collect any cash payments due
Quarterly: Every 3 Months
- Test door scanners thoroughly
✅ Launch Readiness Checklist
- At least one membership created
- At least one waiver added
- Sign-up form created
- Timezone set correctly
- Tax rate configured
- Email settings working
Once checked, you're ready to launch! 🚀