User Guide: Gym Staff
For: Gym Instructors, Receptionists, and Wellness Managers Role: Gym Staff Last Updated: January 27, 2026
Table of Contents
Role Overview
As Gym Staff, you manage the wellness facility. You are responsible for sales (Memberships/Passes) and security (Access Control). You ensure only valid, paying members access the gym.
Key Responsibilities
- Sales: Selling Monthly/Yearly plans and collecting payment.
- Access: Checking in members and enforcing "No Pay, No Play".
- Safety: Monitoring the floor and reporting equipment faults.
Module Access
- ✅ Gym - Full access.
- ✅ Maintenance - Report broken machines.
- ✅ Accounting - View daily sales.
Membership Sales
Selling a New Membership
- Navigate to Gym > Memberships.
- Click + New Membership.
- Member Profile:
- Search first. If new, click Create Member.
- Required: Name, Phone, and Photo (for ID verification).
- Medical: Ask "Any health conditions?" and log them.
- Select Plan:
- Typically "Monthly Gold", "Yearly Silver", etc.
- System: Auto-populates Price and Duration.
- Start Date: Today.
- Payment:
- Method: Cash / Card / Mobile.
- Amount: $50 (Example).
- Confirm:
- System Action: Creates Contract. Status Active. Posts Revenue.
Renewing a Membership
- Search Member Name.
- Click Renew.
- Plan: Select same or upgrade.
- Dates:
- Smart Logic: If they renew 5 days early, the new plan starts after the current one ends. They lose no days.
- Pay & Confirm.
Day Passes
For walk-in guests or hotel residents (if not free).
- Navigate to Gym > Day Passes.
- Click Sell Pass.
- Guest Name: Enter Name.
- Payment: Collect Fee (e.g., $10).
- Generate:
- System prints a Receipt / QR Code.
- Valid for Today Only.
Check-In Process
The Golden Rule: Every person entering must be Checked In systemically.
1. Kiosk / Desk Scan
- Open Check-In Screen.
- Scanner: Beep the member's QR Code.
- Result:
- 🟢 GREEN (Authorized):
- Shows Member Photo (Verify it matches face).
- Shows "Days Remaining: 15".
- 🔴 RED (Denied):
- Expired: Membership ended. Ask to Renew.
- Suspended: Payment issue or Ban.
- Already In: Pass used twice today (if restricted).
- 🟢 GREEN (Authorized):
2. Manual Check-In
If they forgot their card:
- Type Name/Phone.
- Click Check In.
Member Management
Freezing a Membership
If a member travels or gets sick:
- Open Profile.
- Click Suspend.
- Reason: "Medical - Broken Leg".
- Effect: Their days stop counting down.
- Reactivate: When they return, click Unsuspend.
Reporting Faults
If a Treadmill breaks:
- Do not just put an "Out of Order" sign.
- Go to Maintenance > Report Issue.
- Category: Gym Equipment.
- Item: "Treadmill #3".
- Issue: "Belt slipping".
Troubleshooting
| Issue | Solution |
|---|---|
| Payment Failed | Do not Activate membership. Retry payment. |
| System Offline | Use paper logbook. Enter sales when online (Backdate if needed). |
| Wrong Plan Sold | Void the Membership immediately (if within 1 hour). Resell correct plan. |
| Guest Complaint | Log in "Shift Report". |
TIP
Revenue Check: At end of shift, your Cash Drawer must match the "Gym Daily Sales" report.