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How to set up your PushPress Core system

This article will be the main source of knowledge for setting up your gym management software!

Updated yesterday

Welcome to PushPress! There are 7 steps for setting up your PushPress Core system. In the article you will find answers to frequently asked questions as well as links to additional Help Articles related to the 7 steps! Let's get started!

Bank Connection & Stripe

Getting paid is important! Connecting your bank information through Stripe is crucial for receiving payments and running your business. Once connected, all credit card and ACH payments will be automatically processed through Stripe and transferred to your bank account based on the payout schedule of your choosing! Here is how you can connect your bank account!

  • Log in to your PushPress Core account

  • Navigate to on the left hand menu to Settings - Bank Connection.

  • Select Connect with Stripe

  • This will open a new tab that will prompt you to create a Stripe account

    • If you already have a Stripe account you will be prompted to login

  • Stripe will walk you through creating your account and linking your bank account so have your banking information ready!

  • The decision for approval is typically instantaneous and will show in your core account as Fully Operational.

Settings

Next, you will want to create your settings for your PushPress Core account. Navigating in the left hand menu to Settings-Settings will allow you to set up the following details for your business!

  • Logo: Adding a logo will be importing for all customer facing landing pages to have your branding on the page.

  • Email: This will be the customer service email that you wish to have any replies sent to. Often it is best to have an info@businessname.com email account set here.

  • Phone: Add your business phone number. If you do not have a business phone number the owners personal number will be the next best option.

  • Address: Add your physical location address.

  • Main Color: Choosing a main color will also customize your landing pages for customer facing sales.

  • Financial Settings: Selecting how many times an invoice will be attempted as well as if a members can add items to an invoice to be charged all at once.

  • Flex Fee: This will allow you to pass transaction fees from Stripe to the customer. Check out this frequently asked questions and set up help article.

  • Tax: Add your sales tax or service tax based on your local, regional, or federal regulations.

Add Staff

Adding your staff into PushPress Core is as simple as navigating on the left hand menu to People-Staff Members and clicking add a new staff member. Having your staff in PushPress Core will allow you to assign specific roles and permissions based on their responsibilities. Staff members can manage their tasks directly within the platform, such as member check-ins, payments, or class schedules.

Group Class Set-Up

Properly setting up your PushPress Core system for group classes is essential to create a smooth and enjoyable experience for both coaches and members. This includes ensuring your class schedule is accurate, assigning coaches to their respective time slots, and correctly aligning each member with their appropriate plan.

To create your group class schedule, go to Schedule - Calendar. Here, you can set up unique class types and establish regular class times. Group classes are ideal for both large and small groups where the instructor follows a fixed schedule.

To create your plan offerings, go to Plans-Plans. PushPress offers a variety of plan options to suit the needs of different members and business models. These plans can be customized with various settings such as reservation limits, class restrictions, price points, occurrences, and expiration dates. Plans can also be sold directly by using a landing page link. Below is a list showing a simple way to set your plan categories and what type of plans should be included in each category.

  • Memberships: All recurring & non-recurring plans with a member tag

  • Punch Cards: Punch Cards for members or non-members

  • Visitors: Punch Cards for drop in or visitor class plan

  • Trials: Free or Paid Trials

  • Personal Training: only if there are recurring billing plans

Set Personal Training Appointments

Appointment types are versatile scheduling options that can be used for personal training sessions, consultations, No Sweat Intros, and other one-on-one meeting formats. These appointments can be set as paid or complimentary, conducted in-person or virtually, and customized to fit a specific duration based on your needs. By offering flexibility in format and timing, appointment types help streamline scheduling and create a seamless experience for both staff and clients.

Create your Waivers & Agreements

Setting up documents for signatures, such as waivers, policies, rental agreements, and contracts, is a crucial step in streamlining your gym's operations and ensuring compliance. To set up your digital document, go to Apps-Digital Documents. Ensure each document is clear, concise, and legally compliant to avoid misunderstandings. Once set up, link the necessary documents to the appropriate member sign-up or onboarding process to ensure a seamless experience. This could be to each person, by plan or appointment type, or even by the discount offered. Regularly review and update these documents to keep them aligned with your gym's evolving needs and standards.

Migrate Members from Previous System

Migrating from another software system is a straightforward three-step process. First, upload your current active member list into the new system. Next, assign each member the appropriate plan and payment type to ensure their account is set up correctly. Finally, request each member to create their account profile, completing the migration process and allowing them to access the system seamlessly. This approach ensures a smooth transition with minimal disruption.

Download Staff App

The PushPress Staff App features two modes tailored for different users. Staff Mode is designed for staff members to handle daily tasks like managing check-ins, chatting with colleagues, overseeing user accounts, and coordinating coaches, all from their mobile devices. Kiosk Mode, intended for a front-desk tablet, enables members to self-manage tasks such as checking in for appointments, classes, or events and purchasing plans, streamlining gym operations. Download the staff app from your phone or tablets app store by searching for PushPress Staff.


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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