Operating ProcedureExecution layer

GymGo Client Workspace Setup (Onboarding)

A checklist with 8 steps: Confirm the client's member count against GymGo plan ceilings before provisioning.

By InnovaAI ResearchPublished

What are the steps?

checklist

GymGo Client Workspace Setup (Onboarding)

  1. 01

    Confirm the client's member count against GymGo plan ceilings before provisioning

    Free caps at 5 members, Starter at 50, Growth at 150. A boutique studio with 60 members must start on Growth ($39/mo) or the roster import will fail partway through delivery.

  2. 02

    Create the client workspace and apply their logo and colors

    Branding controls sit on Growth and above, so a white-label reseller cannot ship a branded portal on Starter ($19/mo). Set branding before importing members so welcome emails carry the client's identity.

  3. 03

    Import the existing member roster and capture measurements at intake

    Member registration and measurement fields feed the progress-tracking views trainers rely on. Reconcile duplicates before import; a merged duplicate later corrupts attendance history.

  4. 04

    Configure payment processing and confirm the collection schedule

    Payment control is available even on Free, but the collection cadence must match the client's billing cycle (monthly dues versus class packs). Run one test transaction and refund it before go-live.

  5. 05

    Build the class schedule and enable QR digital check-in

    Unlimited classes are included from Free upward. Generate the QR access codes after the schedule is final, since codes map to sessions and a reshuffled timetable forces reissue.

  6. 06

    Load AI routine templates matched to the studio's class types

    Starter includes 1,000 AI requests/month; Growth raises the ceiling. Seed templates for each class format so trainers start from a house style rather than a blank generator.

  7. 07

    Connect Fitbit and Apple Watch sync for members who opt in

    Wearable data flows through third-party APIs, so document the fallback when a member's device drops sync. Trainers should log manual entries rather than let progress charts go stale.

  8. 08

    Hand off dashboard access to client staff and schedule the 30-day review

    Walk studio staff through the member dashboard and attendance reports. Book a review at day 30 to check AI request consumption against the plan tier before the retainer renews.