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Quick Reference

A quick-reference guide for the most common FineGym tasks.

Admin Dashboard Quick Tasks​

Member Operations​

TaskQuick Path
Add new memberMemberships → Members → Add Member
Find a memberMemberships → Members → Search bar
Assign membershipMember Profile → Memberships tab → Assign
Check in memberMemberships → Check-Ins → Search → Check In
Freeze membershipMember Profile → Memberships → ... → Freeze
View member invoicesMember Profile → Transactions tab

Membership Plans​

TaskQuick Path
Create new planMemberships → Membership Plans → Add
Edit existing planMemberships → Membership Plans → Click plan
Archive a planPlan details → Archive button
Duplicate a planPlan details → ... → Duplicate

Classes & Schedule​

TaskQuick Path
Create class typeSchedule → Class Types → Add
Schedule a classSchedule → Classes → + button or drag on calendar
View class rosterSchedule → Classes → Click class → View attendees
Cancel a classClass details → Cancel Class
Book member into classClass details → Add Attendee

Appointments​

TaskQuick Path
Create appointment typeAppointments → Appointment Types → Add
Set staff availabilityAppointments → Availability → Select staff
Book appointmentAppointments → Calendar → + button
RescheduleAppointment details → Reschedule

Payments & Invoices​

TaskQuick Path
Create invoicePayments → Invoices → Add Invoice
Record paymentInvoice details → Add Payment
Issue refundInvoice details → Refund
View transactionsPayments → Transactions

Products (POS)​

TaskQuick Path
Add productProducts → Add Product
Quick saleProducts → POS → Select items → Checkout
View sales historyPayments → Transactions → Filter: Products

Settings​

TaskQuick Path
Update business infoSettings → General
Configure taxesSettings → Tax Rates
Connect StripeSettings → Bank Connection
Email templatesSettings → Email Templates
Add staffStaff → Add Staff

Member App Quick Tasks​

For Members​

TaskHow To
Show QR codeHome → QR Code button OR Menu → QR Code
Book a classSchedule tab → Classes → Tap class → Reserve
Cancel bookingReservations tab → Tap booking → Cancel
View membershipMenu → Memberships → Tap membership
Pay invoiceMenu → Invoices → Open → Tap invoice → Pay
Sign documentMenu → Documents → Pending → Sign
Update profileMenu → Personal details → Edit
Change passwordMenu → Account settings → Change password

Keyboard Shortcuts (Admin Dashboard)​

ShortcutAction
/Focus search bar
EscClose modal/dialog
EnterConfirm action in modal

Common Status Meanings​

Membership Statuses​

StatusMeaning
ActiveMember can use the gym
InactiveMembership expired or not started
FrozenTemporarily paused
CancelledScheduled for cancellation

Invoice Statuses​

StatusMeaning
OpenPayment required
PaidPayment completed
RefundedFull refund issued
Partially RefundedPartial refund issued

Class Booking Statuses​

StatusMeaning
AvailableOpen for booking
ReservedMember has booked
Can Check InCheck-in window open
Checked InMember attended
No ShowMember didn't attend
CancelledBooking was cancelled

Quick Troubleshooting​

Can't Check In Member​

  1. Verify membership is Active (not frozen/expired)
  2. Check if usage limit is reached
  3. Verify time window restrictions allow current time
  4. Try manual check-in if QR scan fails

Payment Failed​

  1. Check card expiry date
  2. Verify Stripe connection is active
  3. Ask member to update payment method
  4. Try processing payment again

Member Can't Log In (App)​

  1. Verify email address is correct
  2. Use "Forgot Password" to reset
  3. Check if account is blocked
  4. Ensure app is updated

Class Not Showing for Member​

  1. Check class is scheduled for correct date
  2. Verify class type is not archived
  3. Check if class is full
  4. Verify member's plan includes this class type

Support​

Contact Options​