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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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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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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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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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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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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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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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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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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I just couldn’t head into the weekend without giving everyone a new treat. Everyone has been asking for it and it’s slightly overdue – but here it is: You can now have reports sent to you whenever something new is entered! I know this doesn’t appeal to everyone, but if you want to know exactly when something is sold at one of your locations, this new feature is for you! Every time something is entered at one of your locations where you have set your report subscription frequency to On Change, you will receive a copy of that report emailed [...]

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Hi Guys: By now, you've probably noticed the new location dashboard. The dashboard is now the first screen you will see if you log into Insight and you are an Owner. If you are a manager, you will still see the Production screen. If you are a personal trainer (and not a manager), you will see the Client List by default. The dashboard is our attempt to quantify the key daily metrics for your gyms. We're working on an overview dashboard for those of you with multiple locations that will summarize the daily performance of all your locations on one [...]

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Hi Everyone, Just a quick update. I just rolled out the ability to select and use custom commission calculating modules. As you know, up until this point you've only been able to automatically calculate sales or training commissions based on either a flat fee or a fixed dollar amount. Now, no matter what the requirements of your business, we can create one or more custom modules for you.The custom modules allow you to specifically tailor compensation rules for your business. The first module (available to everyone) is called Classic Commissions. This module calculates commissions as follows: Memberships: 10% of NMS [...]

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Hi Everyone, Here's what has changed since my last update (last Wednesday): Issue #131: Added Tanning production type Issue #140: Break out totals on Location and Company Performance reports Issue #147: Delete and un-delete personal training clients Issue #156: Added the ability to delete locations Issue #157: Moved Reports to it's own tab and adjusted the navigation menus Issue #158: Removed the Last Month totals column from the Location Performance report The biggest change is the new Tanning production type: Secondly, all of your category totals are now called out on the Location and Company Performance reports: Thank you again [...]

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