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Your role

Membership consultant

You show people round, sign them up and sell memberships, passes and packs, and call the members who have not been in lately. Refunds and cancelling without notice need a manager.

As membership consultant you bring members in and keep them. Kila describes the role as “Shows people round, signs up new members and sells memberships, passes and packs. No refunds or check-in rules.”

Kila opens your home page with the gym’s cards: Check-ins today, Classes today and how full they are, the Renewals due and failed (2), the Members not seen lately (1) and Personal training by trainer; commissions.

Diana Chebet's home page at Kasarani Fit Club: Members not seen lately (1) and Renewals due and failed (2), with check-ins today and classes today.Diana Chebet's home page at Kasarani Fit Club: Members not seen lately (1) and Renewals due and failed (2), with check-ins today and classes today.
  1. Show visitors round and sign them up, with the waiver and the health questionnaire, on a plan: Sign up a new member.
  2. Sell passes, packs and personal training to those who do not want a plan yet: Sell a day pass or visit pack.
  3. Take the first payment when it is not paid by M-Pesa prompt: Take a membership payment.
  4. Call the members not seen lately. Gym › Retention lists them with their Phone, their Last visit and the Days away.
Retention at Kasarani Fit Club: the list of members not seen lately, with the Phone column marked 1, their last visit and the days away.Retention at Kasarani Fit Club: the list of members not seen lately, with the Phone column marked 1, their last visit and the days away.
  • Sign members up, with the waiver, the health questionnaire and their photo.
  • Join members to plans and sell passes, packs and personal training packages.
  • Take payments for memberships and record them against the invoice.
  • Freeze a membership, and cancel one with its notice.
  • Check members in and book them onto classes.
  • Sell at the till, on your own shift.
Everything the role is allowed to do
General
View dashboard
Point of sale
Sell at the till; View sales; Open and close own shift
Customers
View customers; Create and edit customers
Services
View services and bookings
Fitness
Sign members up, record waivers, cards, photos and plan members, assign lockers
Approval limitUp to
Discounts10%
RefundsKES 0.00

Needs a manager

  • Discounts. The role cannot give discounts at the till, so its 10% discount limit is not used.
  • Refunds. They are not part of the role: the front desk or the gym manager starts a refund, and someone whose limit covers it approves it.
  • Cancelling without notice. Only someone who manages services, such as the gym manager, ticks Cancel now (a manager’s decision).
  • Ending a freeze early or lifting a suspension, which are the gym manager’s.
Kila shows:

Not done

Only someone who manages services can cancel without notice.

A visitor wants to try the gym before joining. What do I sell? A day pass: add them as a new member with the waiver, then sell the Day pass from their page. See Sell a day pass or visit pack.

Who do I call this week? The members on Gym › Retention under Members not seen lately: Kasarani Fit Club counts a member as not seen after 14 days.

Can I give a member a better price? No. Plan prices are the gym manager’s, on Gym › Memberships and renewals, and the role gives no discounts at the till.

Last checked on Kila on .

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