Add people, keep profiles current, and work retention lists
Members are the people in your gym CRM — profiles, contact details, and retention lists.
Membership packages (what you sell) live under Memberships & Plans. This section is about the person record.
Add members manually or via enrolment form
Update photo and ID documents
Use the member profile for notes and follow-ups
Work Active, At-Risk, Lost, and Dormant lists
Import members from Excel
Understand training slots when assigning PT
Task | Where in Okfit |
|---|---|
Add a member | Members → Add Member |
Share enrolment form | Add Member → Share Enrollment Form |
Search profiles | Members → Search |
Import from Excel | Import Members |
View dormant / at-risk / lost | Members submenu reports |
For assign, renew, freeze, and PT sessions, see Memberships & Plans.