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Quick Reference Cheatsheet

The fastest path to the most common tasks.

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

Admin Dashboard Quick Tasks​

Member Operations​

  • Add new member — Memberships → Members → Add Member
  • Find a member — Memberships → Members → Search bar
  • Assign membership — Member Profile → Memberships tab → Assign
  • Check in member — Member Profile → Check In button
  • Freeze membership — Member Profile → Memberships → ⋯ → Freeze
  • View member invoices — Member Profile → Transactions tab
  • View communication history — Member Profile → Communication History tab
  • Add note — Member Profile → Notes tab → Add Note
  • Import members (migration) — Migrations (sidebar)

Membership Plans​

  • Create new plan — Memberships → Membership Plans → Add
  • Edit existing plan — Memberships → Membership Plans → Click plan
  • Archive a plan — Plan details → Archive button

Classes & Schedule​

  • Create class type — Schedule → Class Types → Add
  • Schedule a class — Schedule → Classes → + button
  • View class roster — Schedule → Classes → Click class → View attendees
  • Delete a class — Class details → ⋯ → Delete class
  • Book member into class — Class details → Add Attendee

Appointments​

  • Create appointment type — Appointments → Appointment Types → Add
  • Set staff availability — Appointments → Availability → Select staff
  • Book appointment — Appointments → Calendar → + button

Payments & Invoices​

  • Create invoice — Payments → Invoices → Add Invoice
  • Record payment — Invoice details → Add Payment
  • Issue refund — Invoice details → Refund
  • View transactions — Reports → Transactions

Products​

  • Add product — Products → Add Product
  • Manage categories — Products → Categories

Settings​

  • Update business info — Settings → General
  • Configure taxes — Settings → Tax Rates
  • Connect Stripe — Settings → Bank Connection
  • Connect Twilio — Settings → Integrations
  • Email templates — Settings → Email Templates
  • Add staff — Staff → Add Staff

Common Status Meanings​

Membership Statuses​

  • Active — Member can use the gym
  • Inactive — Membership expired or not started
  • Frozen — Temporarily paused

Invoice Statuses​

  • Open — Payment required
  • Paid — Payment completed
  • Draft — Not yet finalized
  • Void — Cancelled invoice
  • Forgiven — Marked as uncollectible
  • Refunded — Refund issued

Reservation Statuses​

  • Reserved — Member has booked
  • Can Check In — Check-in window open
  • Checked In — Member attended
  • No Show — Member didn't attend

Class Statuses​

  • Available — Open for booking
  • Fully Booked — No spots left
  • Reservation Not Open — Booking not yet available
  • Reservation Closed — Booking window has ended
  • Completed — Class has finished

Quick Troubleshooting​

Can't Check In Member​

  1. Verify membership is Active (not frozen/expired)
  2. Check if usage limit is reached
  3. 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

Member Can't Log In (App)​

  1. Verify email address is correct
  2. Use "Forgot Password" to reset
  3. Ensure app is updated

Support​

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