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Roles & people · Role manual

Gym manager

For the person who runs the gym or studio — membership plans and rules, members and dues, the class timetable, trainers, letting a refused member in, and the fitness reports.

7 min read

On this page

Welcome to the gym. This manual follows a gym manager’s day in JupitaPos and points you to the guide for each job, with pictures of the real screens.

Who this manual is for

You run the gym or studio: the plans you sell and their rules, the members and what they owe, the class timetable, and the instructors’ and trainers’ hours. You can do everything the desk and the instructors do.

  • System role: Gym Manager (gym_manager).
  • In the pictures: Gus (Gus Gym) runs the gym of Kololo Spa & Fitness; Dee works the desk and Ivan teaches.
  • What you see: members, their bills and visits, classes and sessions, and — because you hold wellness.health — clients’ health records, every opening recorded.

A day at work

  1. Sign in and clock in — Sign in.
  2. Check who is in arrears and who is frozen — Look after a member: bills, freezes and notice.
  3. Let a refused member in when it is right — Check members in at the door.
  4. Keep the timetable and make the next weeks’ classes — Run the class timetable, bookings and the register.
  5. Change a plan or write off a bill — Set up membership plans, Look after a member.
  6. Read the gym’s numbers — Read wellness reports and check the books.

Guides you will use

Setting up

Members

Classes and training

Reporting and offline

Quick reference

I need to… Where Guide
Add a plan Membership plans → New plan Plans
Raise bills now Members → Raise due bills now Enrol a member
Make classes Classes → Make the next 4 weeks Classes
Let a member in Attendance & Access › Door check-in → Let them in (recorded as you) The door

Getting help

  • The owner decides prices and plans with you.
  • The administrator fixes your account and your PIN.
  • The Help Center: Help & Training › Role-Based Manuals in the menu, or the ? at the top of any screen — Find help.

Manuals you can also read

  • Cashier — For the cashier at the till — opening the drawer, ringing up and taking payment, verifying mobile money and counting the drawer at the end of the shift. The till, the terminal and the point of sale; nothing else.
  • Gym front desk — For the gym desk — checking members in, enrolling members, freezes and notice, class bookings and taking payment.
  • Fitness instructor and trainer — For instructors and personal trainers — your classes and sessions, the register, recording sessions and keeping progress notes.
  • Wellness manager — For the person who runs every wellness module — spa, sauna, gym, yoga and retreats — set-up, memberships, benefits, refunds, client records, reports and exports.
  • Trainer — For personal trainers — your sessions and clients, attendance, and private progress notes for the clients you train.
  • Yoga instructor — For yoga instructors — your timetable and registers, and whether a student’s intake is cleared.

What you can do

These are the permissions of the role this manual is for. If your business gave you a custom role, ask your manager what it allows.

Area What you may do
approvals View approval requests (approvals.view)
attendance Clock in and out and take breaks at the time clock (attendance.clock)
auth Receive a signed offline permission snapshot on an offline-enabled terminal (auth.offline)
auth Unlock, switch user and sign in with a POS PIN on an approved terminal (auth.pin)
cash Close a drawer and count cash (cash.close) ●
cash Record cash drops, pay-ins and pay-outs (cash.movement)
cash Open a cash drawer / declare a float (cash.open)
cash View drawer balances and cash reports (cash.view)
customers Set a customer credit profile: limit, terms, hold (customers.credit) ●
customers Create and edit customers, attach them to orders (customers.manage)
customers View customers, their history and loyalty (customers.view)
dashboard View the dashboard (dashboard.view)
fitness Check members in at the desk and record visits (fitness.checkin)
fitness Keep the class timetable, book members into classes and manage waitlists (fitness.classes)
fitness Raise, collect and write off membership dues (fitness.dues) ●
fitness Take attendance for your classes and personal-training sessions (fitness.instruct)
fitness Run the gym: plans, access rules, overrides and anyone’s sessions (fitness.manage)
fitness Enrol members, freeze and cancel memberships and sell class packs (fitness.members)
fitness See members, the class timetable and check-ins (fitness.view)
leave Request leave and see your own balance (leave.request)
loyalty View the loyalty programme, points and rewards (loyalty.view)
menu View menus, items, modifiers, combos and prices (menu.view)
notifications Receive and view own notifications (notifications.view)
payments Supervisor: approve payments, refunds and offline exceptions (payments.approve) ●
payments Take payments on orders (payments.take)
payments View payments and refunds (payments.view)
reports Export reports (PDF, XLSX, CSV) (reports.export)
reports View reports (reports.view)
sales Create orders and take sales (sales.create)
sales Apply discounts within the standard limit (sales.discount)
sales Edit open orders (items, seats, notes) (sales.edit)
sales View orders and sales (sales.view)
shifts View shifts and rosters (shifts.view)
training Practise in training mode (nothing reaches sales, stock or the books) (training.use)
wellness Allocate resources: link rooms, studios and equipment to the records they stand for and block them out (wellness.allocate)
wellness Take attendance: the attendance board, door visits, class and session registers, retreat arrivals (wellness.attendance)
wellness Adjust benefits: hold, release and write off package and class-pack credits (wellness.benefits) ●
wellness Keep wellness client profiles (emergency contact, preferences, flags) (wellness.clients)
wellness Set commission rules, read the commission ledger and adjust it, audited (wellness.commissions) ●
wellness See whether a client’s intake is cleared and which consents stand — status only, no health detail (wellness.consent_status)
wellness Record what a treatment really used beyond its standard, and preparation for a cancelled one (wellness.consumables) ●
wellness Export wellness reports and client lists (CSV), audited (wellness.export) ●
wellness Read and record health intake, contraindications and consents (private notes need wellness.notes) (wellness.health) ●
wellness Administer memberships: the people a membership covers and their cards, plan terms (wellness.memberships)
wellness Read and write private treatment and progress notes for clients you are assigned to (managers: any client) (wellness.notes) ●
wellness Refund wellness deposits and bills, or keep a deposit as a fee (wellness.refunds) ●
wellness View wellness and fitness reports and dashboards (wellness.reports)
wellness Set up wellness services, packages, resources (treatment rooms, studios, equipment) and practitioner hours (wellness.setup)
wellness See the Wellness & Fitness area: schedules, services and clients (wellness.view)