New Member Onboarding
Streamline your gym's new member journey from sign-up to their first sweat, ensuring a welcoming and engaging start for every fitness enthusiast.
This reusable ProcessKit template contains 5 steps and 27 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Initial Welcome & Account Activation
- Overview
- Send Welcome Email & Digital Pack
- Member Full Name
- Member Primary Email
- Membership Tier Selected
- Internal Member ID Assigned
Facility Orientation & Waiver Completion
- Overview
- Schedule Facility Tour
- Conduct Facility Tour Date
- Explain Gym Rules & Etiquette
- Upload Signed Liability Waiver
Goal Assessment & Program Introduction
- Overview
- Initial Consultation Date
- Member Fitness Goals Summary
- Preferred Workout Style
- Introduce Relevant Programs/Classes
Access Setup & Booking System Overview
- Overview
- Activate Member Access Card/App
- Provide Login Credentials for Booking Portal
- Link to Online Booking Portal
- Demonstrate Class Booking Process
First Workout & Initial Feedback
- Overview
- Confirm First Workout Date
- Assign Welcome Coach/Buddy (if applicable)
- Send Post-Workout Follow-up Email
- Member's First Workout Experience Rating
- Initial Feedback Notes