Welcome to Gym Assistant
System Requirements
Concepts and Terminology
Getting Started
Installing the Software
Adding Gym Assistant to the Taskbar
Registering Your Software
Creating a New Data File or Setting the Data Path
Activating Your Software
Business Information
Membership Plans
Viewing Member Information
Member Info Area
Member Actions Area
Navigation Area
Member Lookup
Monitor Check-Ins
Settings
Settings - Preferences
Program Options
Automatic Updates
Appearance
Settings – Membership Options
Membership Plan Settings
Punchcard Plan Settings
Day-Pass Plan Settings
Punchcard Add-On Settings
Monthly Add-On Settings
Measurements Settings
Custom Fields Settings
Pre-Filled Lists Settings
Daily Schedule Settings
Waivers and Vaccine Status Settings
Settings – Billing
General Billing Options
Credit Card Processing
ACH Processing
Billing Notifications
Member Charges to Account
Invoices
Settings – Reports and Printing
Membership Reports
Insurance Reports
Mailing Labels
Membership Cards
Settings – Hardware
Barcode Reader / Access Control
PhotoCapture
Dual Monitors
Receipt Printing
Cash Drawer
Configuring a USB Receipt Printer to Open Drawer
Configuring USB Printer as a Serial Device
Settings – Administration
Backup and Restore
Business Information
BackOffice Functions
Attachments
Email
Online Connect
Password and Users
Workstations
Networking / Data Path
Language / Time / Date
Member Management
Membership Structure & Pricing
Membership Add-Ons
Editing Membership Types
Membership Plan Options
Punchcard Plan Options
Day-Pass Plan Options
Advanced Member Type Options
Adding New Members
Personal Information
Contract Information
New Member - CC Info
Finishing Information
Recording a Payment
Completing a Transaction with Cash, Check, or Charge
Edit Member Record
Personal Info Tab
Contract Info Tab
Modify a Member Contract
Other Info Tab
Family/Dependent Members
Viewing Linked Members
Adding a Dependent Member
Linking to a Responsible Member
Checking In Family Members
Member Financial Information
Updating Member CC/ACH Information
Tokenizing Financial Information
Monthly Add-Ons
Punchcard Add-Ons
Setting up Punchcard Add-Ons
Purchasing a New Punchcard
Purchasing Additional Credits for an Existing Punchcard
Recording Usage of Punchcard Credits
Other Member Punchcard Functions
Photo Capture
Photo Capture Setup
Editing a Member Picture
Comments
Alerts
Member Notes
Individual / Variable Pricing
Freezing/Unfreezing Members
Handling the End of a Membership
GateKeeper: Member Check-In
Member Measurements
Entering Member Measurements
Member Measurements Graph
Member Measurements Summary
Member Measurements Detail
Billing: Credit Cards
Credit Card Processing Method Options
Credit Card Settings
Integrated – IP Pay
Integrated – Cayan (MerchantWare 4.5)
Integrated – Bambora
CC-Integrated--Authorize.net
CC-External
Custom Export
Running a Test Credit Card Transaction
Processing Credit Card Members
Selecting Members to Charge
Cleaning Up Invalid Credit Card Info
Processing the Payments
View Submitted CC Batches
Billing: ACH
ACH Processing Method Options
Setting-Up ACH Processing
IP Pay
Bambora (Worldline)
Check Assist ("QuickCheck")
NACHA
EFT-Canada (CPA-005)
ACH-External
Other ACH Processing Methods
Processing ACH Members
Select Process Date
Select From the List
Cleaning Up Invalid Accounts
Processing Payments
NACHA Processing
External Processing Method
Billing: Other
Process Group Payment
Group Payment Invoice
Post Late Fees
Reports
Selecting a Report Date Range
Member Reports
Members Detail Report
Selecting Members for a Report
Plan Types
Billing Status
Billing Options
Due Date
Contract Begin / Contract End / Signup Date
Visits Recorded
Search Fields
Member Flags
Sort By
Selecting Columns for a Member Report
Memorizing Reports
Membership Summary Report
Financial Reports
Revenue Projection Report
Revenue Performance Report
Sales by Membership Type
Journal Reports
Journal Summary Report
Journal Detail Report
Shift Journal Summary and Detail Reports
Visits Reports
Visits Detail
Visits Summary
Visits by Member Type
Visits by Workstation
Visits Analysis
Measurement Reports
Measurement Summary
Measurement Detail
Punchcard Add-On Reports
Punchcard Usage/Activity
Members with Punchcard Credits
Other Reports
Audit Trail
Birthdays
Linked Memberships
Monthly Add-Ons Report
Members Due Now
Insurance Usage Reports
Documents / Member Communications
Editing Document Templates
DocEditor - Document Editor
Generate a Doc for a Single Member
Bulk Email or Printing
eSignatures
eSignatures Setup
Sending a Doc for eSignature
Mailing Labels
Mailing Label Settings
Printing the Labels
Membership Cards
Membership Card Settings
Printing a Membership Card
Printing Multiple Membership Cards
Statements and Invoices
Member File Attachments
Attachment Settings
Managing Member Attachments
Importing a File Attachment
Email
Email Settings
Email Manager
View Email Log
Data Backup and Restore
Backup Best Practices
Backup Settings
Backing Up Your Data
Restoring Your Data
Users and Passwords
Passwords and Users Settings
Editing the User List
Setting Permissions for a User or Group
Networking
How It Works
Networking Settings
Where to store the data?
Sharing the Data Folder
Installing Gym Assistant on All Workstations
Confirm Networking Connections
Connecting a Barcode Scanner
Why Use a Serial Interface Barcode Scanner?
Connecting the Barcode Scanner
GateKeeper Settings
Ports
Hours
Validation
Actions
Testing the Barcode Scanner
Troubleshooting
Utilities
Sell Day-Pass to Non-Member
Reprint Last Receipt
Reprint Last CC Receipt
Open Cash Drawer
Check-In Family Members
Pro-Rate Calculator
End-of-Shift Z-Report
Who’s Here?
View Backup Status
BackOffice
Occupancy Monitor
Occupancy Monitor Settings
DoorWatcher Event Monitor
Contact Tracing
SmartReader Access
SmartReader Settings
Manage VIZPin Users
Install the VIZPin Smart App
Special Features
Miscellaneous Topics
Monitoring Member Occupancy Level
Recording Member Check-Out