Entering New Members

1. Member names can be entered in lower case and the first letter will be converted to a capital on tabbing down.
2. Movement around the screen can be achieved by using tab, shift + tab, up and down arrows, and by clicking on a box.
3. The decision on how format dates are shown is decided when installing GymMaster. Treshna can subsequently change this for you. GymMaster will convert most date entries to the chosen format.
4. Tick the relevant gender. It can be set to gender default option in Configuration > General Configuration > Display.
5. Enter address. If additional addresses are needed such as for billing, this can be entered in the lower half membership section in Extra Details.
6. Clicking on the cell phone icon opens a screen that enables text messages to be sent. Templates can be set up for standard messages.
7. Notes in this section will appear on member's main screen and in the Note Log. The Note Log can be used for messages that will not appear in short Notes in Member screen.
8. Card Number is where a proximity card is issued. It can be automatically picked up from the reader by use of the Get Card function. It can also be entered manually (See Card issue procedure below).
9. Organisation is an optional field. One use is for a sorting option in reporting. eg You have a corporate membership and want to report by company within that membership.
10. Involvement type is chosen from preset options and may include Member, Casual or other classification you have set up under Configuration.
11. Personal Trainer can be chosen if allocated.
12. The member's email address can be entered. Standard template or individual messages can be sent from here.
13. Where one payment is being made for more than one member, enter the details in the primary member's record. With the member file open at the member who is to make payment (primary member as above), under Member on the top menu bar choose Member Pays for Other Members. Action by +, choose members to be paid for, enter amount to go to those members, then save. This function only works when exporting data through a bank.
14. When the member details are completed a box will have appeared Save new Member. You must click on this box to save the record. This is a check for you to make certain any changes have not been typed over an existing record by mistake. Check before clicking. This box is not required when opening a new member file direct from Sales Prospects.
15. Web membership signups can open a new membership and record details where there is not a close match with an existing member.
16. On the left hand side of the screen, the system will automatically generate Member No, Card No and Owing if relevant. Don't enter manually.
17. Beside the photograph space, a picture such as a rubbish tin or a face will indicate the current status of the membership. eg expired or currently visiting. See for details.