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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!

Written by Jessica Hamel
Updated today

Summary

Welcome to PushPress! Setting up your system is simple with the Ride Along Onboarding Checklist, which guides you step-by-step inside Core. You’ll always know what’s been done and what’s next — with direct links, progress tracking, and a celebration when you’re live.

This article will walk you through the 7 main setup steps, answer common questions, and link you to related resources.

Step 1: Use the Ride Along Onboarding Checklist

  • Access the checklist from the Get Started page or the ride-along panel pinned to the right side of Core.

  • Each item links directly to the right page (plans, payments, people, etc.).

  • Progress is tracked across your entire account, so all staff see the same status.

  • You can set a target launch date to add accountability.

  • When you finish, you’ll get a “you’re live” celebration screen!

Step 2: Connect Your Bank & Stripe

Getting paid is critical. PushPress integrates directly with Stripe to handle all credit card and ACH payments.

  1. Log in to PushPress Core.

  2. Navigate to Settings → Billing & Payment -> Bank Settings.

  3. Log in with your existing Stripe account or create one.

  4. Link your bank account (have your banking info ready).

After approval, your Core account will show as Fully Operational.

Tips:

  • Keep your banking info handy during setup.

  • Once connected, payments transfer automatically to your bank on your chosen payout schedule.


Tap to Pay Setup (Optional for In-Person Payments)

After connecting your Stripe account, you can enable Tap to Pay for contactless payments through the Staff App.

  • Go to Staff App → Settings → Tap to Pay.

  • Enable Tap to Pay and pair your NFC device or connect a Stripe Terminal.

  • This allows you to collect in-person payments for retail, memberships, and drop-ins directly in Kiosk Mode.

Step 3: Configure Your Business Settings

Go to Settings → Settings to add your business details:

  • Logo – Adds branding to all customer-facing pages.

  • Email – Use a reliable business email (e.g. info@yourgym.com).

  • Phone – Business or owner’s phone.

  • Address – Your physical gym location.

  • Main Color – Customizes your sales and landing pages.

Go to Settings -> Billing & Payment to add your information.

  • Financial Settings – Choose invoice retry attempts, flex fee settings, and tax rules.

  • Flex Fee: This will allow you to pass transaction fees from Stripe to the customer.

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

Step 4: Add Your Staff

  1. Go to People → Staff Members.

  2. Select Add New Staff Member.

  3. Assign roles and permissions based on responsibilities.

This lets your team check in members, manage schedules, handle payments, and more.


Step 5: Set Up Group Classes & Membership Plans

  • Classes:

    • Go to Schedule → Calendar.

    • Create class types and schedules.

    • Assign coaches to classes.

  • Plans:

    • Go to Plans → Plans.

    • Create categories like:

      • Memberships (recurring/non-recurring)

      • Punch Cards (members/visitors)

      • Trials (free or paid)

      • Personal Training

Step 6: Create Personal Training Appointments

Use Appointments for:

  • 1:1 training sessions

  • Consultations / No Sweat Intros

  • Virtual or in-person meetings

Appointments can be free or paid, one-off or recurring, and fully customizable.

Step 7: Create Waivers & Agreements

Go to Apps → Digital Documents to set up:

  • Waivers

  • Policies

  • Rental agreements

  • Membership contracts

Assign documents to sign-up flows by person, plan, or discount type. Keep them updated for compliance and clarity.

Step 8: Migrate Members from Previous System

  1. Upload your active member list.

  2. Assign plans and payment types.

  3. Ask members to create their Core profiles.

This ensures a smooth transition with minimal disruption.

Step 9: Download the Staff App

  • Staff Mode: For coaches and staff to manage check-ins, chat, and schedules.

  • Kiosk Mode: For front-desk tablets so members can self-check in or purchase plans.

Search for PushPress Staff in your app store and download.

Frequently Asked Questions

Do I have to follow the setup steps in order?
No. You can complete steps in any order. The Ride Along Onboarding Checklist will track your progress.

Can I hide the checklist once I’m live?
Yes, you can minimize or hide it after completion.

What if I already did some setup before the checklist launched?
Core automatically recognizes completed tasks whenever possible.

Does setup progress sync across staff accounts?
Yes, progress is account-wide.



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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