Getting Started & Early Actions

Core Setup (25 Minutes)

✅ Step 1: Set Up Gym Information (5 min)

Where: Settings → Gym Settings (see Gym Settings)

• Gym name
• Business phone number
• Address
• Timezone
• Regional formatting

Why it matters: Affects billing times and member communications

✅ Step 2: Create Your First Membership (5 min)

Where: Memberships → Add Membership Option (see Membership Summary)

Quick template: Monthly Unlimited

• Basic Information:
  • Title: "Monthly Unlimited"
  • Cost: $50 (your price)
  • Group Plan: No
• Billing Structure
  • Recurring
  • Every 1 Month(s)
• Duration Settings
  • Continual
• Frequency Limits
  • Unlimited
• Enhancement Fee
  • No
• Create Membership

You can add more later!

✅ Step 3: Create General Waiver (5 min)

Where: Waivers/Agreements → Create Template (see Waivers/Agreements)

• Title: "General Waiver"
• Add waiver information to content area
  • Add any necessary placeholders
• Turn on “Signature Needed”
• Save Changes

✅ Step 4: Create Sign-Up Form (5 min)

Where: Sign Up Forms → Add Form (see Sign-up Forms)

• Form Name: "Standard Sign-Up"
• Add basic fields:
  • Name
  • Email
  • Phone
  • Emergency contact
• Link to membership(s)
• Link to waiver(s)
• Create Form
• Make it default

→ Members will use this to join online or with staff

✅ Step 5: Add Your First Member (5 min)

Where: Members → Create New → Member (see Adding and Deleting Members)
Test with yourself:

• Enter your info
• Assign the membership you created
• Set payment method (use test card)
• Save

Try checking in with Pin or QR code to verify it works!

First Week Priorities

🎯 Goals for Week 1 

By end of week 1:

• ✅ 5+ members added
• ✅ 3+ successful payments processed
• ✅ Staff trained on check-in
• ✅ First group message sent
• ✅ Reports reviewed

🎯 What To Do First (Week 1)

Day 1-2: Staff Setup

• Invite staff (Settings → Staff)
• Set roles (Admin, Manager, Trainer)
• Show them how to check members in

Day 3-4: Additional Memberships

• Create drop-in/day pass option
• Add group plan (if needed)
• Create trial membership

Day 5-7: Waivers/Agreements & Forms

• Upload more waivers (if needed)
• Create custom sign-up form (if needed)
• Test the member sign-up flow