Add Member

A new face walks in, ready to join your club. Here’s how to sign them up;

Step One - Is this a new Member or a Prospect?

It’s easy to convert a prospect into a full member later, but when adding details initially it’s useful to know what they’re looking for now;

They’re ready to attend a class, service, or a full or casual membership to your club. Select Member
They’re making inquiries and are considering using the club casually or as a member. Select Prospect

• Go to Add Member in the left-hand menu of GymMaster
• Use the toggle at the top to select Member or Prospect
  Change toggle default - Advanced Configuration > Member

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Step Two - Enter Personal Details

Work through the Details tab to enter all required info for your new Member or Prospect.
Key points where you have may questions;

• Member Access
• Member Tags
• Marketing Tools
• Custom Member Fields
• Prospects
• Member Photo
• Devices and Subscriptions

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New prospects will be complete upon saving details. Return at any time to ‘toggle’ their account to Member, then add membership or booking.
For casual members wanting to make a booking without a membership, skip the membership step and head to Bookings.
For members purchasing a membership continue to step three.

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Step Three - Assign Membership

If they’re becoming a member, you will now assign them a membership.
If at this stage they are wanting to book a class or service without membership, skip the membership step.

Begin by selecting the Add Membership button, then select the membership they are signing up for;

• Choose the Membership Category and then select the specific Membership Plan
• Set the Start Date – when the membership begins
• Complete any required fields (these vary by membership type)
  • First Payment Date – when the member is first billed
  • Up-Front Fee – a prorated charge to cover the gap between start and first payment

Click Save Membership to continue.

Manage Memberships
Manage Discount Codes / Referrals

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• If membership is being paid in full, GymMaster will automatically direct you to Point of Sale to complete transaction.
• If membership includes ongoing recurring payments, GymMaster will guide you through setting up member’s billing details, as shown below.

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Step Four - Setup Billing

Billing is used when member is paying for a membership with regular automated installments, such as weekly, fortnightly, monthly and so forth.

Billing Provider

Default provider will be pre-selected based on your Billing settings.
Select one of the following options;

• Bill Member Automatically – recommended; fees are charged on schedule
• Don’t Bill Automatically – charges must be made manually
• Never Bill – use for in-person payments only

Add New Payment Details

Choose how the member will pay, and provide details for selection:

• Credit/debit card
• Bank account
• Card swipe (stored by provider)

Click Save Billing to complete the sign up process.

Manage Billing

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Your new member has been added!
Want to let members sign up online? Once your Member Portal settings are in place, you can Enable Sign Up Online.

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Visit the Member Page to learn how to manage your members