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
- Sign in and clock in — Sign in.
- Check who is in arrears and who is frozen — Look after a member: bills, freezes and notice.
- Let a refused member in when it is right — Check members in at the door.
- Keep the timetable and make the next weeks’ classes — Run the class timetable, bookings and the register.
- Change a plan or write off a bill — Set up membership plans, Look after a member.
- Read the gym’s numbers — Read wellness reports and check the books.
Guides you will use
Setting up
- Set up membership plans
- Give therapists their skills and hours
- Set up treatments, add-ons, sauna sessions and packages
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) |