Now that you have an account what do you do? This ‘How To’ will show you how to enter a new membership sale through Insight.
Step 1: Go to gyminsight.com and log in.
*Don’t have an account? Learn how to sign up for your free trial here.
Step 2: Welcome to your dashboard!
Step 5: Get familiar with the membership sale page. This is where you will be entering in all of your new membership transactions. Before entering the member information you need to figure out what type of membership they are purchasing: Month to Month / Term / Pre-Paid
Month-to-Month: Members that are charged a fee each month of their membership.
Term: Members who are paying for a membership for a set period of time.
Pre-Paid: Members who have paid all of their membership dues.
Select the type of membership followed by member information (first name, last name, key number (if applicable), total members, total dues, monthly dues and payment type).
* Please note that this program will log the type of transaction but will not run the actual transaction for you. You must run transactions through your payment processor.
Step 7: Congrats! Your new membership sale has been entered!
After hitting SAVE MEMBERSHIP you will be sent back to the PRODUCTION page where you will see your latest entry.
Questions- please feel free to post under comments.
Next Up: How To Delete A Membership Sale.