Getting Started

Getting Started

• Get Started with Glofox - Silver Plan

Step 1: Payments

• Getting Started with Payment Processing
• How to Set up Glofox Payments (Stripe)
• How to Set up Direct Debits (GoCardless)

Step 2: The Member App

• Our New Member App has Launched!
• An Overview of the Member App and Standalone App
• How to Create an Apple Developer Account
• How to Customize the Member App and Standalone App
• Onboarding Clients to Your New Standalone App

Step 3: The Web Portal

• How to Integrate the Glofox Web Portal to Your Website
• Adding Glofox to Your Wordpress Website
• Adding Glofox to your Squarespace Website
• Adding Glofox to Your Wix Website
• How to Use the Web Portal

Step 4: Facilities

• Getting Started with Facilities
• How to Create a Facility Schedule

Step 5: Staff and Permissions

• Getting Started With Staff and Permissions
• How to Set up a Staff Member

Step 6: Memberships and Credits

• Getting Started With Memberships
• How to Set up Single and Recurring Memberships
• How to Set up and Share a Private Membership
• How to Set up a Restricted Services Membership
• How to Set up a Trial Membership
• How to Set up Consecutive Memberships

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Step 7: Classes, Courses and Appointments

• How to Enable the Book a Friend Feature
• Understanding the Difference Between Classes, Courses & Appointments
• How to Set up Courses
• How to Set up Classes
• How to Set up Personal Training Appointments
• Booking Windows, Cancellation Rules and Other Settings

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Step 8: Clients

• Email Template to Help You Onboard Your Members to Glofox
• How to Set up Clients From the Dashboard
• How to Set up Family Accounts
• Onboarding Your Client with Glofox
• How Clients Login After a Migration

Step 9: The Dashboard

• What is Global Search?
• Setting Up Your Glofox Automated Email Preferences
• Adjusting Your Business Settings
• How to Set up Waivers, Terms & Conditions and Other Forms
• Glofox Glossary
• How to Use the Dictionary