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Your First Workflow

Put it all together by creating your first membership plan, adding a member, and processing a check-in.

Step 1: Create Your First Membership Plan​

Location: Memberships → Membership Plans → Add Plan

  1. Click Add Membership Plan

  2. Select the plan type:

    • Recurring: Auto-renewing (monthly, weekly)
    • Non-Recurring: One-time purchase with set duration
    • Punchcard: Credit-based visits

  3. Fill in the basic information:

    • Name: e.g., "Unlimited Monthly"
    • Description: What's included
    • Setup fee: One-time joining fee (optional)
    • Charge amount: Regular price

  4. Configure billing (for Recurring plans):

    • Interval: Monthly or Weekly
    • Billing Day: When to charge

  5. Click Save

Create a new gym membership plan with name, price, and billing cycle

Quick Start Example

Create an "Unlimited Monthly" plan:

  • Type: Recurring
  • Name: "Unlimited Monthly"
  • Charge Amount: $99
  • Interval: 1 Month
  • Billing Day: Purchase Date

See the Membership Plans Guide for detailed configuration options.

Step 2: Add Your First Member​

Location: Memberships → Members → Add Member

  1. Click Add Member

  2. Enter member details:

    • Full name (required)
    • Email (required - used for login and notifications)
    • Phone number (recommended)
    • Additional fields as needed

  3. Click Save

Add a new gym member with name, email, and contact details

Step 3: Assign a Membership​

After creating the member:

  1. Go to the member's profile
  2. Click the Memberships tab
  3. Click Assign Membership
  4. Select the membership plan you created
  5. Choose the payment type:
    • Card (requires Stripe)
    • Manual — then select a payment method: Cash (default) or any custom methods you've created
  6. Set the Start Date
  7. Apply a discount if applicable
  8. Click Assign

Assign a membership plan to a gym member

Step 4: Process Your First Check-In​

Option A: From the Member Profile

  1. Navigate to Members and select the member
  2. Click the Check In button in the profile header
  3. If the member has multiple memberships, select which one to use

Member profile with Check In button in the header

Option B: QR Code Scan

  1. Click the tools icon (grid) in the top navigation bar
  2. Select Scan member
  3. Member shows their QR code from the mobile app
  4. Scan to check them in

QR code scanner modal for member check-in

success

You've completed the basic setup workflow. Your gym is now ready to operate with Finegym!

Next Steps​

Now that you've completed the basic setup, explore these features to get more from Finegym:

  1. Set Up Classes - Create your class schedule and let members book
  2. Configure Email Templates - Customize member communications
  3. Add Digital Documents - Create waivers for members to sign
  4. Import Existing Members - Migrate from your old system
  5. Add Staff Members - Give your team access

Learn More​

Get Help​

  • Email Support: Available on all plans
  • Priority Support: Available on Growth plan
  • Documentation: You're reading it!
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