The Fit+club mobile app provides robust tools for managing your memberships, from creating new member subscriptions to tracking their payment status and key metrics. This guide will walk you through the process of adding new memberships and utilizing quick add options.
Feature Overview #
The Membership management feature in Fit+club allows you to:
- Create and manage individual memberships.
- Assign packages to members.
- Track payment status (Paid, Unpaid, Pending).
- Monitor key metrics like Monthly Revenue, Active Subs, and Leads.
- Quickly add various types of entries related to sales and subscriptions.
➕ Adding a New Membership #
Adding a new membership in Fit+club is a streamlined process.
Step-by-Step Instructions: #
- Access the Membership Section:
- Log in to your Fit+club account on your mobile device.
- From the main screen of the Fit+club app, tap the “Memberships” icon in the bottom navigation bar. This will take you to the main Membership dashboard, where you can see an overview of your memberships.
- Initiate Membership Creation:
- On the Membership dashboard, tap the “+” icon located at the top right corner of the screen.
- Alternatively, if you’re viewing the list of existing memberships, you may see a “+ Membership” button towards the bottom of the list. Tapping either will open the “Create Membership” screen.
- Fill in Membership Details:
- You will be directed to the “Create Membership” screen.
- General Information:
- Subscription Number: This is automatically generated (e.g.,
MEM/AB000016). - Start Date: This will pre-fill with the current date (e.g.,
23/7/2025). You can tap “Edit” next to “General” if you need to adjust these details.
- Subscription Number: This is automatically generated (e.g.,
- Party:
- Tap “+ Add Party” to select or add the primary customer associated with this membership.
- Member:
- By default, “Same as Party” is checked, meaning the party will also be the member.
- If the member is different from the party, uncheck “Same as Party” and tap “+ Add Member” to select or add a new member.
- You can also toggle “Group Membership” if this membership applies to a group.
- Package:
- Tap “+ Add Package” to select a membership package for this member. This is crucial for defining the terms and services of the membership.
- Save the Membership:
- After filling in all the required details (Party, Member, and Package), look for a “Save” or “Create” button at the bottom of the screen (not explicitly visible in the provided image, but standard app functionality). Tap it to finalize the new membership.
Quick Add Options #
The Fit+club app offers convenient “quick add” options from the bottom navigation bar, allowing you to quickly create various types of entries related to your business operations.
How to Access Quick Add Options: #
- From any screen within the app, tap the “Sales” icon in the bottom navigation bar.
- A pop-up menu will appear, displaying various quick add options categorized under “Sale” and “Subscriptions”.
Available Quick Add Options: #
Under “Sale”: #
- Sales Invoice: Quickly create a new sales invoice for goods or services.
- Payment In: Record an incoming payment from a customer or member.
- Sales Return: Process a return of goods from a customer.
- Quote: Generate a quote for prospective customers.
- Credit Notes: Issue a credit note to a customer.
- Proforma Invoice: Create a proforma invoice.
Under “Subscriptions”: #
- Packages:
- Tap this option to “Create Package”.
- A pop-up will appear where you can enter the Name and Code for your new package.
- Select if the package is for “Goods” or “Service”.
- Tap “Save” to create the new package. This is essential for defining the services members subscribe to.
- Membership:
- Tapping this option directly initiates the “Create Membership” process, similar to tapping the “+” button on the main Membership screen.
- Lead:
- Quickly add a new lead, likely a prospective member or customer, to your system for follow-up.
These quick add options streamline your daily operations, allowing you to efficiently manage sales transactions and subscription-related entries without navigating through multiple screens.