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Core | Add a New Member & Add a Plan

There are four primary ways to add a member to your PushPress account and add a plan to their profile.

Updated over 2 weeks ago

PushPress makes adding members to your business seamless and efficient with four easy approaches:

  • If you’re transitioning from another software platform, PushPress can help migrate your existing member data to ensure a smooth transition without losing important information.

  • Enable self-sign up, allowing potential members to register themselves through your website or other designated sign-up platforms. This approach saves time and reduces administrative overhead.

  • Use the Staff App Kiosk to sell plans directly to walk ins or visiting members.

  • Use PushPress integrations or customizable forms to streamline sign-ups, capturing all necessary details while enhancing the user experience.

Manual Sign-Up Through your Core account:

  • For a personalized touch or in scenarios where you onboard members directly, you can manually add new members via the dashboard. This is ideal for walk-ins or during events.

To add a new member to your PushPress Core system, follow these steps:

  • Access the Members Section: From the Core dashboard, navigate to People > Members.

  • Select the ”+ Add New Member” button.

  • Enter Member Details:

    • Fill in the required fields: First Name, Last Name, and Email Address.

    • Click Create to establish the new member’s profile.

  • Complete Profile Information:

    • To add more details, select “Edit Personal Info” from the right-hand menu.

    • Alternatively, send the member a link to update their profile by choosing “Send Profile Setup/Update Link”.

  • Add Payment Information:

    • Manually input payment details by selecting “Add Credit Card” or “Add Bank Account”.

    • To request payment information from the member, use “Request New Credit Card” or “Request Bank Account”.

Assign a Plan to Existing Lead with Billing:

  • Locate the Member:

    • Search for the member in the dropdown menu or type their full name and press Enter if they don’t automatically populate.

    • Confirm the correct profile (if duplicates exist).

  • Add a New Plan:

    • Click Add New Plan on the member’s profile.

    • Select the plan type:

      • Recurring Plan/Non-recurring Plan/Punchcard

  • Configure Plan Details:

    • Choose the specific plan (e.g., 3 times per week recurring plan).

  • Optionally add:

    • A setup fee.

    • Proration to align billing with the first of the month.

    • Delayed billing (e.g., start date after vacation or a free week trial).

  • Finalize the Plan:

    • Decide whether to activate the plan immediately for class reservations (billing starts later if delayed).

  • Select the member’s Payment Method.

  • Save and add the plan.

Add Plan


Help

If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.

About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!

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