Adding New Members
- To add a new Primary member (not a dependent)
click Add New Member on the main page or select Add New
Member from the Member menu.
- To add a new Dependent member, first display
the primary/responsible member record then select Add Dependent
Member from the Member menu.
- Gym Assistant automatically selects a unique
membership number (which should be #1 for the very first member).
Note: Each new membership record
must have a unique membership number. It is very important not to
re-use old membership numbers.
The Gym Assistant license that you purchased
enables the software for a certain number of membership records. This
limit is on the number of records, not the membership numbers themselves. For
example, if you have a 500-member license and have deleted 100 member
records from the database your membership numbers will go well over 500.
Personal Information
- If you are adding a dependent member then the
address and emergency contact info will be filled out automatically.
Note: Only the First Name and Last Name
are required.
Contract Information.
- Select a Membership Plan.
- Specify a Contract Begin Date and Contract
End Date.
Note: The Contract End Date field is filled
automatically from the current membership plan.
- Terminate Billing specifies what should
happen at the Contract End date or Payment Due Date. (See
“Editing a Membership Plan” for details about member termination.) The
value for this field is filled automatically from the selected membership
plan. To modify the value you must first click Admin.
- Select one of the Billing Options available
for this membership plan (e.g. “Monthly”).
Notes:
The Billing Option shows only billing options available for the
selected membership plan.
The Recurring Billing Amount field automatically fills with the correct
value for the selected membership plan and billing option.
- Specify the due date of the first payment by clicking
on the small arrow to the right of the Next Payment Due Date
field or by simply typing in a new date.
Notes:
The options available in the Next Payment Due field will change depending
on the billing option selected.
For recurring billing options (Credit Card and ACH) the Next Payment Due
date is automatically set to the first available billing date as specified
in Settings/General Billing options.
- Membership Fee is automatically calculated
from the Billing Option and Next Payment Due Date selected. To
override the calculated value click Admin.
- Press the Enter key or click Next
to continue.
- Select a payment method to indicate how the member
is paying today for startup fees.
Note: This does not indicate how
the member will be making future or recurring payments, only how they
are paying at sign up.
- After finishing the initial member setup, there
will be a few options for the new member to add if necessary.
Finishing Information
The New Member Finish
window will appear.
- Click Barcode to enter a barcode number
for the member.
You can either type in the member’s barcode number
or scan a barcode, then click OK (or press the ENTER key).
- Click Photo to capture a photo of the member. See
Photo
Capture for more information.
- Click Contract to print a contract for
the member.
- Click Edit to go back and manually edit
the member’s information.