Documentation

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Category archive for "Documentation"

Product or service documentation or HOW-TOs

Management Information Reveal Your Membership By The Numbers

Data Is The Answer But What Is The Question? Whether you are a new club owner, a professional trainer, or a veteran of fitness club management you can always benefit by extracting more information from the data that you generate in your gym business operations. With every transaction or response received from prospects or members, you create data. This might come in through your payment system, setting up a new account in your membership management system or getting a response from an email blast that you send out to a list. In most cases, these days the data will come to you [...]

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Paperless Contracts and Digital Signatures!

Paperless Contracts and Digital Signatures!: Paperless Contracts and Digital Signatures! We released the paperless contracts and digital signature feature about a month ago to all of our beta testers and today we’re releasing it to everyone. No more paper contracts, no more filing cabinets! Create and sign agreements right from the Billing Info tab on any account! For more information and step-by-step instructions click on the link below. Learn More Save

Gym Management Software As A Service

Platform As A Service Or Software As A Service I was recently talking to a local small business manager who told me about how his company saved itself by switching format. Clients demanded to get updates and they felt compelled to comply. Payment in a one-time fee meant that the longer clients used their software the less they profited. This turned around when they went to a monthly plan: clients became a cash flow and they have the resources to update generously. I wanted to share this because it is so similar to the experience I had in deciding the [...]

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Canadian Flag

Gym Insight Now Internationalized for Canada!

Since the launch of Insight, we have had a significant interest from our neighboring country, Canada.  Slowly, but surely, we have been working on internationalizing our program for Canadian use. We are excited to announce the on-board of our first Canadian gym just a few weeks ago.  After beta testing and working out some bugs, we are now ready for the Canadian gym market.  Gyms in Canada can now enjoy the ease of use of Insights' management program, check in access system, and recurring credit card billing through Authroize.NET. Insight sends a warm welcome to Canada and invites you to [...]

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Health and Fitness Word Puzzle

User Managers

We’ve received several requests for the ability to assign managers to the users within Insight. If you choose to assign a manager to one or more of your users, that manager will have the ability to view those users’ commission sheets. This is particularly useful if you have a user who is responsible for payroll or for approving the sessions that your personal trainers have entered. Here’s how you do it: First, go to your user management screen:   Notice how there is a new column (“Manager”) in the user listing. Next, select one of your users: From the Edit [...]

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Health and Fitness Word Puzzle

Undo Personal Training Sessions

It is now possible for personal trainers to undo previously trained session. Essentially, they would only need to do this in the event that they made a mistake in entering a session. However, it's been a persistently asked for feature! Here's how it works, from the client list screen, the trainer (or manager) would need to click on either the Purchased or Trained column of the desired client: Then, from the client view page you'll notice a new icon on sessions that have been completed but aren't expired: If you hover your mouse over the icon, you'll see a description: [...]

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Health and Fitness Word Puzzle

Insight: How To Run A Report + Report Index

Sure, the electronic logging, calculating is great but what makes the program, Insight? Our automated reports can be ran at any moment - whether to check daily production, user productivity, company performance, payroll and more. Why is the reporting feature such a highlight of Insight? For starters, all reports are calculated within the program (no more spending time crunching sales numbers), you can run a report at any time of the day so you know EXACTLY what your business is doing. But, the most noteworthy feature of Insight reports is the automated email capabilities.That's right, you don't event have to [...]

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Health and Fitness Word Puzzle

Insight: How To View (and understand) The Dashboard

Quick checklist: Create an account - CHECK Enter a membership sale - CHECK Delete a membership sale - CHECK So, where do you go and see all of the transactions? Click on over to your DASHBOARD for a snap shot of a location's daily activity. What does all of this mean? The DASHBOARD shows you all of the following: daily transactions (broken down by type), salesperson productivity breakdown, daily goals, monthly goals, personal training breakdown, and of course your daily sales total. Let's break it down... TRANSACTIONS All transactions logged for the current day will be reflected on the dashboard. [...]

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Health and Fitness Word Puzzle

Insight: How To View (and understand) The Daily Production Screen

Now that you are all set up with your account and getting familiar with the program - let's get you familiar with the ''heart'' - the Daily Production Screen (DPS). The DPS is your command center where you will be logging sales, personal training sessions, changes in membership, miscellaneous sales, etc. This one screen tells you exactly what your location is doing on any given moment and day. Here's your "Go To Guide" in viewing and understanding your DPS. Step 0: Let's assume you already know how to log in (if you are still confused as to how to log [...]

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Insight: How To Delete A Membership Sale

Not something we like to do but every once in a while we have to delete a membership sale. No need to look through paperwork - all you need is the member's name! Let's assume you are already logged into your account at gyminsight.com Step 1: Once you get your member's name click on SEARCH Step 2: Enter your member's information (first name, last name, key number (if available)). Step 3: Once the program searches all the transactions you will get a list of results. Click on the applicable entry.Step 4: The program will take you to the selected membership [...]

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Health and Fitness Word Puzzle

Insight: How To Enter A New Membership Sale

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! Your dashboard gives you an overview of all things Insight. See changes in membership, personal training, other sales, and monitor your daily/ monthly progress in one quick view. Step 3: Ready to enter a new membership sale? Click on PRODUCTION Step 4: Your Production page breaks down [...]

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Health and Fitness Word Puzzle

What is Insight? Why Insight?

Wouldn't it be nice to see your gym sales in real time, all day, every day? Now you can! Insight is a comprehensive dashboard for your gym business. Don't waste time calculating commissions, logging personal training sessions - have Insight do all the work. Gym owners tend to spend way too much time going from one facility to another to check up on paperwork and logs to make sure their business is producing results. Wouldn't it be nice to see everything from your computer screen by monitoring each facility by commission, employee, personal training session, client, etc.? Better yet, how [...]

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Health and Fitness Word Puzzle

Insight: How To Register For a New Account

30 Day Free Trial, what are you waiting for? 3 Easy Steps Until You Are Registered For Insight Step 1: Head over to the Sign In page - http://gyminsight.com Scroll to the bottom of the page and click on SIGN UP TODAY. Step 2: Pick Your Package over at http://www.xefinancial.com/insight.html Each user gets a 30 day free trial! Try the program for FREE and experience the difference. Insight offers numerous packages geared toward your business size. Take a look at the guide below: BASIC: 1 location Up to 5 users SILVER: Up to 2 locations Up to 15 users (employees [...]

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