Quick Guide – Purchasing Memberships Purchasing Service Packages Scheduling Sessions


  • Add a New User
  1. Quick Functions -> Add User
  2. Add Member details
  3. Save and go to billing
    1. Set EFT Preference (top) and add credit card or bank account


  • Add a New User AND Purchase Membership


  1.     Quick Functions -> Add User
  2.    Add Member details
  3.     Use the drop down to ‘Select a Membership’
  4.     Save and go to billing
  5.  Set EFT Preference (top) and add credit card or bank account


  • Purchase a Membership
    1. Quick Functions -> Purchase Membership, search by last name (member added in previous step)
    2. Choose Membership Type
    3. Sign document for all required signatures and save.
    4. Make first payment, choosing payment type in step 3.


  • Purchase a Service Package
  1. Quick Functions -> Purchase Services, search by last name (if Member is new, Add User ** Back to the top)
  2. Click the ‘Purchase Services’ link
  3. Select from the Product Category, then select the appropriate service package
  4. Verify the information is correct – then ‘Continue (Purchase One)
  5. Sign document for all required signatures and Save
  6. Make first payment


  1. Quick Functions -> Sched Matrix
  2. Select the Date, Time and Trainer to be scheduled
  3. Right click on the timeslot and click on ‘Add Appointment’
  4. Start typing Member’s last name in the ‘Member’ field and select the appropriate Member.  If the Member owns more than one package, be sure to select the correct package to deplete sessions from under the ‘Service Package’ field
  5. **If adding as a recurring appointment, be sure to select ‘YES’ next to ‘Perm Appt Alert’.  (Member will display in your Alert Center two weeks before the appointments run out so that you can easily extend the appointments, if necessary).  Select the number of weeks to be repeated and the days of the week.
  6. Click ‘Add Appointment’
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