Creating a New Account
Start on your Dashboard and click the "New Account” button.
Or you can navigate to "New Account" button from the Accounts page as well.
In the upper-left, click on the membership drop-down to view all established memberships that can be signed up via your Gym Insight user account. You can also choose "Custom" if you need to create a membership from scratch.
Custom Creating a New Account
If you choose Custom, then you will need to select the account type from Term, Open End, Prepaid or Guest.
Let's go over what each type means.
Term is for any length contracts that are billed monthly.
- Enter the End Date.
- Check “Auto Renew”. When this is checked, the contract will automatically change to an Open End account upon expiration.
- Enter the Payment Amount to be billed monthly.
- Enter the date of the first payment.
Open End is for month-to-month memberships with no contract length.
- Enter the Payment Amount to be billed monthly.
- Enter the date of the first payment.
Prepaid is for contracts that are paid in full for a specific duration of time.
- Enter the End Date.
- If you check “Auto Renew” the contract will renew as month-to-month
Fill out all important member information.
- Be sure to add email addresses so that your members will receive the member's app invite.
- If your member uses insurance for their membership, add the Insurance ID at this point also.
Now you can add Tags, Additional Members, and Payment Information.
Add the payment information or choose 'USE ACH' for members using Checking accounts (provided your location has submitted and been approved for ACH transactions.)
Now you can click DONE!
If the member is there and you have the ability for them to sign, now is the time! Click Sign Agreement and they can sign right away.
Once you have previewed you can click SAVE.
The account will be charged the amount you have selected from the created membership choice.
*If you have not entered billing information, you will see a warning that the account owes that amount.
If you move forward without taking the payment, you will need to manually ADD SALE payment to the Account Statement as they will now have an outstanding balance.
You now have a new account! You can add a photo, edit the information, add sales, sign documents, and much more.
Feel free to reach out to our customer support team if you still have questions about adding a new member account.