Full walkthrough · gym registration workflow

The problem

The owner had a website, a payment processor, a CRM, and a class calendar — all unconnected. New members filled in a form, then waited for someone to manually onboard them. Waivers were chased over text. The first session schedule was a separate conversation.

Friction at every step meant a real percentage of interested leads never showed up.

How the system works

  • Sign-up formBranded form captures member details, fitness goals, and class preference — routed straight into the CRM.
  • Payment processingStripe checkout runs immediately after signup. Subscription vs. one-off logic depends on the selected package.
  • Liability waiverDigital waiver auto-sent on payment confirmation. Signed copies stored against the member record.
  • Welcome & class bookingBranded welcome email, calendar invite to the first session, and SMS reminder 24 hours before.
  • CRM record creationMember tagged, segmented, and added to the relevant nurture sequence — without a staff member touching anything.

Outcome

The full member journey — from "I'm interested" to "I'm booked into my first class" — runs in under five minutes with zero manual touch. The owner sees a clean record and the new member sees a professional onboarding.

The toolchain

Form builderStripePandaDocCalendar APISMS gatewayCRM

Outcome

0
Manual touchpoints
From signup through to first-class confirmation.
<5 min
Time to first class
A complete onboarding cycle.
100%
Waivers captured
Before the member sets foot in the gym.