Quick Start Guide: Your First 30 Minutes

Welcome to GymPoint

Congratulations on choosing GymPoint to manage your gym. This guide walks you through the essential setup steps so you can start managing members, billing, and classes right away. By the end of this walkthrough, you will have a fully configured gym ready to accept members and process payments.

Step 1: Complete Your Gym Profile (5 Minutes)

After logging in for the first time, head to Settings > Organization > General to fill in your business details.

• Enter your gym name, address, phone number, and email.
• Upload your logo (recommended size: 400x400px, PNG or JPG).
• Set your timezone and business hours.
• Click Save Changes.

Your gym profile information appears on invoices, the member portal, and email communications, so accuracy matters here.

Step 2: Configure Payment Processing (5 Minutes)

Navigate to Settings > Billing to connect your Poynt payment account.

• Click Connect Poynt Account and follow the authorization prompts.
• If you have a Poynt terminal, it will appear automatically under Devices once connected to the same network.
• Run a test transaction to confirm everything is working. Use the Send Test Charge button in settings.

No Poynt Account Yet?

GymPoint will guide you through merchant boarding directly from the Billing settings page. The process typically takes 1-2 business days for approval.

Step 3: Create Your First Membership (5 Minutes)

Go to Members > Memberships and click Add Membership.

• Give the membership a name (e.g., "Monthly Unlimited").
• Set the price and billing frequency (monthly, annual, etc.).
• Optionally add a trial period or setup fee.
• Toggle auto-renewal on or off.
• Click Create Membership.

You can create multiple memberships later, but having at least one ready lets you start enrolling members immediately.

Step 4: Set Up Your Liability Waiver (3 Minutes)

Before enrolling members, get your liability waiver and any other agreements in place so new members sign on the way in.

1. Navigate to Settings > Members > Documents and click New Template.
2. Give it a name (e.g., "Liability Waiver" or "Membership Agreement"), paste or type the document text, and click Save. Variables like {{customer.full_name}} and {{date.today}} auto-fill at sign time.
3. Back on the Documents page, click Add Requirement, select the template, and pick when it must be signed:
   • During enrollment — must be signed before the membership activates
   • At first check-in — prompted on the kiosk or by staff on the first visit
   • On demand — staff manually sends a link

Every member you add from this point on will be prompted to sign before their account activates (or before they check in, depending on the option you picked). See Waivers & Document Signing for variable placeholders, multi-signer flows, and signed-document history.

Step 5: Add Your First Member (5 Minutes)

Navigate to Members > Add Member.

• Enter the member's first name, last name, and email address (required fields).
• Fill in optional details like phone number and emergency contact.
• Under Membership, select the membership you just created.
• Choose a start date and enter payment details if billing immediately.
• Click Save Member.

The member will receive a welcome email with instructions to access the member portal.

Step 6: Set Up a Class (5 Minutes)

Go to Schedule and click Add Class.

• Enter the class name, description, and instructor.
• Set the day, time, and duration.
• Define the capacity limit.
• Choose whether to make it recurring (weekly template) or a one-time event.
• Enable online booking if you want members to reserve spots from the portal.
• Click Save Class.

Step 7: Invite Your Staff (5 Minutes)

Head to Settings > Team and click Invite Member.

• Enter each staff member's email address.
• Assign a role: Owner, Admin, or Staff.
• Staff members receive an email invitation to create their account.

See the Inviting Staff & Setting Permissions article for details on what each role can access.

What to Do Next

With the basics in place, here are recommended next steps:

• Import existing members from a CSV file if you are migrating from another platform.
• Customize your branding with your gym's colors and logo.
• Explore Pulse AI features like lead scoring and churn prediction, which surface across Marketing, Members, and the Dashboard.
• Set up your member portal so members can self-manage classes and payments.
• Configure your kiosk for self-service check-in at the front desk.

You are now ready to run your gym on GymPoint. If you need help at any point, visit our knowledge base or reach out to our support team.