Introduction
Zones mirror the way your club is structured in real life. They are distinguished areas, like the Gym area, Fitness Studios, or Swimming Pools. Properly setting up zones allows you to conduct classes, personal trainings and courses, as well as rent them using the Facility Booking module. Zones also make it possible to create Access rules according to which members and guests will be able to enter zones specified by their payment plans, or products.
- This article explains the process of creating zones and access rules.
- This article will be useful to PG Champion, Club Owner, System Administrator and Front Desk Team.
Feature description
How to create zones?
Step 1 - Create a Zone type
1. Go to Clubs -> Zone Types -> Add.
2. Create a name.
3. Add a description. (optional)
4. Use the Has Slots option only if you are creating a zone type for facility booking. It allows for having multiple bookings in the same zone at the same time.
5. Leave the Club Service field empty.
6. Press Save.
Step 2 - Create Zones
1. Go to Clubs -> Zones.
2. Choose the club in which you want to create zones.
Remember, that when you create a new club the zone for its main area will be automatically created with the zone type: Club.
3. Press Add Zone.
4. Create a name.
5. Choose the parent zone.
You can also access this view by pressing Add subzone next to a zone that you want to be the parent zone.
6. Choose the zone type.
7. Add the Booking Purpose if you are creating a zone for facility booking.
8. Additionally you can:
- Create a description and add translations - used by the facility booking module.
- Pick a color - it will be displayed in the availability schedule in PGM.
- Upload a zone plan - clients will see it on the Client Portal when booking this zone.
9. Press Save.
Step 3 - Link zones using Related zones
1. Create the zones you want to link.
2. Press Edit on a zone. You will see a new field - Related Zones.
3. Add related zones.
4. Press Save.
For example:
You have 4 tennis courts in your club. They are all located in the same place. You want to allow booking all 4 courts at once, renting the whole facility, booking 2 courts, renting half of the facility, or renting a single court. Related zones will make it so if you book a single court, the half in which it is located, as well as the whole facility won't be able to be booked. The second half, and other 3 courts will still be available for booking.
How to provide access to your club?
Granting access to the club can happen in 2 different ways in PGM. The first option is to use payment plans, and the other, to use products.
Payment plans option - features and requirements:
- Zones
- Zone types
- Access Rules
- Payment plans
- Members
- Access to zones.
Product option - features and requirements:
- Zones
- Zone types
- Products
- Members and guests
- Access to zones.
How to set up Access Rules?
1. Go to Sale -> Access Rules.
2. Press Add new set of rules.
3. Create a name.
4. Mark the Is active checkbox, if you want this set of rules to be available during payment plan creation.
5. If you are using finger print scanners in your club the Ignore finger print validation should remain unchecked.
6. Press Show rules next to the set you want to use.
7. Press Add new access rule.
8. Create a description.
9. Check the Is active for new clubs checkbox if you want these rules to be chosen by newly created clubs.
10. In the Parent Clubs field specify to which club member needs to be assigned for these access rules to apply.
11. Under Allowed Clubs choose which clubs members will be allowed to enter based on these rules.
12. Specify to which Zone Types members gain access.
13. Create the hourly schedule, i.e. at what time members can enter your club.
14. Press Save.
To learn more about Access Rules check this article.
How to create product with club access?
1. Go to Sale -> Products.
2. Press Add product.
3. Choose Services and press Next.
4. Choose Service Type - ClubEntrance.
5. Turn on Product with access to specified zones.
6. Choose the exact Zones this product will allow to enter.
7. Turn on Time limited Access if you want to make it so for example clients using this product can be in a zone for a maximum of 2 hours. You can also specify penalties for breaching these limits.
8. Press Save.
Additional possibilities
Reports
Reports allow you to monitor and track attendance of zones, number of visits by each member, time spent in specific zones and retention. They are available in PGM -> Reports -> Access Control
Dashboard widgets
3 widgets we recommend using to monitor attendance are: Today's visits, Visits in club and Visits per Member.
To learn more about widgets check this article.
Hints
You can see the summary of member visits on their member profile under the Activity tab.
Front desk employees can see all members currently present in the club on the right side of their POSweb screen.
In PerfectGymPro trainers and instructors can use the Who is in club tab to see who's currently in attendance.
Club members can see who is in the club from both the Client Portal, and the PerfectGymGo application.