PGM  Club Management

• Check Club information and opening hours.
• Check details of the Company related to a specific club. 
• Make sure you share the logins to the PGM system and that all your employees have the correct system permissions assigned.
• Check if you assigned employee memberships connected and entrance cards if they use the general access control point installed in the club.
• Check if all payment plans for a specific club have the right prices, taxes & possible payment methods.
• Make sure that all the employees know the first point of contact - PG Champion / System Administrator in case of any assistance is needed.

• It will be visible on Client Portal & Mobile Applications. 
• It is connected to receipts and invoices. 
• Your employees need to log in to PGM and check dedicated options / limited options.
• Your employees need to enter the club.
• Configuration of payment plans, including the prices and taxes and all settings will affect adding memberships in POSweb and in other applications as well.
• System administrator / PG Champion is responsible for transferring knowledge about Perfect Gym software to the employees and understands the configuration of the system.

• Automation center is available for new and existing members and communication is set up for the email channel.

• Automation center is available for new members and communication is set up for the push notification channel if you have the Mobile App. 

• Automation center is available for new members and communication is set up for the SMS channel.

   

• Your guests and members will not receive dedicated e-mails, i.e. welcome e-mails, bookings confirmations and payment links.

• Your guests and members will not receive dedicated push notifications, i.e. bookings confirmations.

• Your guests and members will not receive SMS from your club.

• Make sure you know how to generate your recurring bookings for the members with a payment source set up as a credit card.
• Make sure you know how to generate your bookings for the members with the payment source set up as a direct debit account.

• You need to generate the bookings to cover payments that were processed with saved credit cards.
• You need to generate and process the bookings to cover direct debit payments.

• Make sure you reviewed all the data you need for end of the day / new members / end of the month and you can find them in dedicated PG reports,
• Adjust your PG manager dashboard with needed widgets,

• Some of the data may be split into different reports
• Adjust your PG manager dashboard with needed widgets,

Access control / Entrance to the Clubs

• Make sure that computer on which the Access Server is installed and switched on. DO NOT turn it off during your business hours! 
• Make sure that you tested the entrances with cards or QR codes. We also recommend testing some random cards to make sure that the access server works properly. 
• Make sure your Team knows what to do in case of the unsuccessful entrances of your members.

• In case of switching off the computer, the access control will not work.
• With a test, you will make sure that all access rules and payment plans' details were configured correctly and you will get familiar with how your access points work. 
• In case of unpaid contracts, wrongly assigned payment plans or expired QR code scans will be unsuccessful. 

POSweb Application / Reception 

• Make sure you share the logins to the POSweb and that your employees know how to log in and restart the Device Integrator,
• Make sure that all products sold on-site are added to POS panels and have the correct prices and taxes set. 
• Make sure that all products are added with current states to the warehouse.
• If you have discounts for products and vouchers, make sure they are available, i.e. Discounts for employees.
• All products have bar codes assigned, if you want to use these options during onsite sales. 
• Make sure that employees know how to manage bookings for classes, PT and facility bookings on dedicated calendars. 
• Make sure that employees know how to proceed with sales of the memberships.
• Make sure your employees know how to proceed with the refunds.
• Check if your Team knows how to close the shift or day.

• Your Reception Team needs to know how to log in to the POSweb application.
• You can sell your products at the correct prices and taxes.
• You will not be able to sell countable products (configured as products) without this action.
• You will not be able to proceed with discounts or vouchers at the reception.
• You will not be able to scan the barcodes of products during the sales. 
• Bookings for classes, personal training sessions and facility bookings will not be processed. 
• You will not add new members to the club.  
• As a part of basic operations, your team should be able to process refunds in case of mistakes or customer claims.
• Closing a shift and day is a basic operation to check the cash flow in your club.

• Make sure your reception employees know how to assign the card to new members or when it is lost or needed to be changed, etc.
• All devices are connected and tested, i.e. receipt printer and barcode/card scanners. Please print some test receipts after installation.

• In case of new members or card losses or damage, you need to assign a new card to your customer, so they can enter the club.
• Your Team knows how to use the devices connected to the POSweb station.

• Check if joining process contains all the personal data you need to gather and includes in the user agreements and terms and conditions and adding payment source ( direct debit or credit card )
• Check if all memberships have the right prices/ taxes / possible payment methods,
• Check if all classess are available to be booked and photos and description added,
• Make sure that all products sold online are added as possible to purchase through Client Portal and have the correct VAT and prices,
• Review if all Personal Trainers have the descriptions and Profiles added (and adjusted skills equally to PT definitions otherwise you can't book the personal trainings),
• Review if Personal training availibility is added for all of the personal trainings, 
• Check if Facility booking availibility is added for all your zones and facility bookings definitions are added for members and for guests, 
• You know how to answer your customer's questions: How to log in, How to book my classess, Where I can add my credit card/ direct debit account, 
• Test automation rule with Reseting the password to the account of the customer,   

• Your members need to leave proper data during the registration and check agreements, 
• The new memberships need to be available in correct prices during the registration, 
• Description and graphic elements are a nice addition for information your customers about details of the classes,
• You need to make the products available to online sales and mark them as avaiable in Client Portal, especially connected with booking classes, personal trainings, facilty bookings or for the guests, 
• No skills added can influence on visibility in Personal Training's Calendar, 
• Your customers can't book personal trainings without added availability, 
• Your customers can't book the facility boooking events without added availibility, 
• You are able to deliver your customers the best experience of your services, 
• Your customer can log in to their accounts,  

Mobile Application

• You know how to answer your customer's questions: How to log in and solve potential troubles if they cannot login to their account, 
• Club information / opening hours and club/ classess' photo are updated to GoLive date, 
• All classess are available to be booked and described nicely, 
• Payments for contract and products are switched on if dedicated payment provider allows you for this option,

• Most of business operation can be managed by the customers if available in convenient for them hours,  
• Graphics and full information brings additional value to your customer's experience, 
• Customers are able to book current events in your club, 
• Your customer may proccess the payments through Mobile Application and products available in Mobile App must be configured as visible in this application,