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GymMaster Gym Software Manual

Referrals

Referrals refer to the practice of encouraging and facilitating existing gym members to recommend or introduce new individuals to join the gym.
A referral occurs when a current member actively promotes the gym’s services, facilities, or programs to their friends, family, colleagues, or acquaintances, with the intention of encouraging them to become new members.

GymMaster’s referral system provides tools and features to track, manage, and reward successful referrals.
This may include offering incentives or benefits to members who refer new individuals, such as discounted membership rates, free classes, merchandise, or other rewards.

Add Referral Discount

  • Go to Financial Configuration > Referrals
  • Select Adjust Referrals
  • Select Add Referral

Details

  • Referral Name - eg, Refer a Friend and you both get 4 weeks FREE
  • Referral Description - add specific terms and conditions here
  • Redeem Limit - total amount of times this code can be used, combined
    • Leave blank for no limit
  • Eligible Clubs - specify at which club/s this offer is able to be redeemed
  • Redeemable Online - can existing members send referral to new members via App / Member Portal
  • Enable Reward Delay - you can add a delay before reward is applied, to protect the gym
    • If referred new member cancels membership before delay ends then reward will not be distributed

Referrer Rewards (Existing Member)

  • Required Referrer Division - select the membership category existing member must be part of in order to be eligible for this referral reward

  • Required Referrer Membership Types - select the membership type/s existing member must hold in order to be eligible for this referral reward

  • Select reward type - single or multiple rewards can be applied

    • Enable Account Credit - select when reward for referral includes added credit to existing member account
      • Select credit amount and tax rate
    • Enable Membership Price Discount - select when reward for referral includes ongoing reduction in existing membership fee
      • Discount will remain in effect as long as new member maintains membership they enrolled in during referral process
      • Membership Discount Type - select discount type;
      • Percentage Off - set ongoing percentage discount
      • Flat Rate Off - set ongoing flat rate discount
    • Enable Gifted Time - select when reward for referral includes a period of gifted time applied to membership
      • This is a free period of membership use that will be added onto an existing contractual period
      • Duration - set duration of gifted time

Referee Rewards (New Member)

  • Eligible Division - select membership category new member can be referred to
  • Eligible Membership Types - select membership types new member can be referred to
  • Select reward type - single or multiple rewards can be applied
    • Enable Account Credit - select when reward for joining includes added credit to new member account
      • Account Credit will be applied on membership completion. Any fees required to be paid to complete membership must be paid before account credit is applied
    • Select credit amount and tax rate
    • Enable Sign-Up Fee Discount - select when reward for joining includes discount on sign-up fee
      • Sign-Up Fee Discount Type - select discount type;
        • Percentage Off - set percentage discount
        • Set Price - set a new Sign-Up fee price
    • Enable Membership Price Discount - select when reward for joining includes ongoing reduction in new membership fee
      • Membership Discount Type - select discount type;
        • Percentage Off - set ongoing percentage discount
        • Flat Rate Off - set ongoing flat rate discount
        • Set Price - set membership price per billing cycle
    • Enable Promotional Period - select when reward for joining includes limited period discount / limited period free
      • Note that promotional periods cannot be applied to Paid In Full membership types
      • Promotional Period Discount Type - select discount type;
        • Percentage Off - set percentage discount per billing cycle
        • Flat Rate Off - set flat rate discount per billing cycle
        • Set Price - set promotional price per billing cycle
          • Duration - set length of time promotional period will continue, before membership fee reverts to original cost
  • Save

Apply Referral Discount

Online

Allow existing members to send potential new members a referral link generated in the Member Portal / App;

  • Go to Settings > Advanced Configuration > Member Portal Configuration > Sign-Up
    • Enable Online Sign-Up
      • Enable ‘Refer a Friend’ via Member Portal/App
  • Save

Manual

Apply referral discount in person;

  • Add new member as usual
  • Add Membership via Membership Tab
    • Select Referral / Discount Code
      • Select Use Referral Reward
      • Select existing member who has referred new member
      • Select referral reward
      • Reward will be applied (unless reward has been delayed)
    • Complete sign up process
  • Save

Glossary