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First-Time Setup

Follow this checklist the first time you log in. Getting these right once means everything else works smoothly from day one.

Step 1 — Set up your organisation​

Go to Settings → Organisation.

Fill in:

  • Business name — appears on every invoice
  • Address — printed on invoices and receipts
  • Phone & email — shown on customer-facing documents
  • Logo — upload your gym's logo (PNG or JPG, recommended 200×200px)
tip

Your logo appears on every printed invoice. Upload a high-resolution version for the best print quality.

Step 2 — Configure invoice settings​

Go to Settings → Invoice.

  • Invoice prefix — e.g. INV produces invoices numbered INV-0001, INV-0002 …
  • Starting number — if migrating from another system, set this to continue your existing numbering
  • Footer text — add a thank-you message or terms visible at the bottom of every invoice

Step 3 — Add your products​

Go to Products.

Before you can sell anything, add your products:

  1. Click New Product
  2. Enter the product name, category, and unit (kg, g, pcs, etc.)
  3. Set the selling price
  4. Save

Repeat for each supplement, shake ingredient, or service item you sell.

info

You can also import from the global product catalogue if your products already exist there — saves time entering them manually.

Step 4 — Create your packages / memberships​

Go to Packages.

Packages are what members pay for — monthly plans, quarterly plans, etc.

  1. Click New Package
  2. Enter the package name (e.g. "Monthly Plan", "3-Month Premium")
  3. Set the original amount and final amount (final = what the customer pays after any standard discount)
  4. Save

Step 5 — Set opening stock​

Go to Inventory → Opening Stock.

If you already have stock in your store, enter those quantities here. This seeds your inventory so stock levels are accurate from day one.

warning

Do this before recording any purchases or sales. Opening stock can only be set once per product.

Step 6 — Add your first member​

Go to Members → Add Member.

Fill in:

  • Name, phone number, email
  • Date of joining
  • Any body stats if you track them (weight, height, etc.)

Once saved, you can recharge their wallet with a package.

You're ready​

Once these six steps are done, your account is fully set up. From here, explore the guides for day-to-day tasks: