Done-for-you onboarding

Switch without downtime: import data, set up plans, train staff, and run in parallel so everything stays smooth.

/gym-software/features/onboarding-migrationBuilt for India-first opsDesigned for retention
Ideal for
  • Gyms switching from existing software or spreadsheets
  • Owners who want a guided rollout
  • Teams that need training and support
Outcomes

What improves when you use this feature well.

  • Fast go-live with minimal disruption
  • Staff adoption (less resistance, fewer mistakes)
  • Clean data from day one
  • Less owner stress during switching
What you get

A switch fails when staff doesn’t use the system. Onboarding is designed to prevent that.

  • Member import (CSV) + validation checks
  • Plan setup and billing configuration
  • Receipt format + basic branding setup (optional)
  • Staff training + front-desk SOP playbook
  • Parallel run period (14–30 days) to de-risk the switch
  • WhatsApp support for fast resolution
Key workflows

Clear, repeatable flows so staff doesn’t improvise.

Switching flow (recommended)
  1. 1Week 1: import + plan setup + device setup
  2. 2Week 2: staff training + start parallel run
  3. 3Week 3–4: finalize SOP + disable old process
  4. 4Ongoing: WhatsApp support + check-in to ensure adoption
Controls & permissions

Stay consistent. Reduce mistakes.

  • Owner/admin access for setup steps
  • Read-only mode for staff during training (optional)
  • Data change tracking during parallel run
What you can track

Track what matters week to week.

  • Staff adoption (actions/day, renewals processed, follow-ups completed)
  • Data completeness (missing phone numbers, expiry dates, etc.)
  • Support ticket patterns (what staff struggles with)
Integrations (now / later)

Connect the feature to your workflow.

  • CSV import/export flows
  • WhatsApp support + onboarding checklist sharing
FAQ

Common questions owners ask.

Can you migrate from my old system?

If your old system can export CSV (or you have spreadsheets), import is straightforward. We validate data before go-live.

How do you ensure staff actually uses it?

Training + SOP + parallel run removes fear and confusion. After that, the system becomes the default workflow.