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Ongoing Operations

Everyday Usage

📋 Most Used Features

Daily Tasks

  1. Check members in (Members → Find Member → Click 3 Dots → Check In)
  2. Process payments (automatic)
  3. View who's here (Access → Recent Access)

Weekly Tasks

  1. Review failed payments (Billing → Overdue)
  2. Check new sign-ups (Members → Recent) ..................................................COMING SOON!
  3. Send announcements (Groups → Message) ................................................COMING SOON!
  4. Export reports (Dashboard → Filter Data → Export to Excel)

Monthly Tasks

  1. Update classes (Classes → Schedule)
  2. Clean up cancelled members (Members → Cancelled)
  3. 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! 🚀