Within our Gym Management Software on the Exercise.com for Business platform, you can quickly bulk assign packages to multiple clients. Starting from the “Clients” tab on your Dashboard, follow the step-by-step instructions below to learn how to use this feature.

1. Click the “Accounts” Tab

Click “Accounts” to navigate to the accounts management area.

2. Select Clients

Check the boxes for each client you want to select to bulk assign a package.

3. Click the Three-Dot Menu in Bulk Manage

Click the three-dot menu in Bulk Manage to open additional options related to package assignment.

4. Click “Assign Package”

Click “Assign Package” to begin assigning packages in bulk.

5. Add and Review Selected Packages

Select a package and click “1 Package Selected” to review the package chosen for assignment.

6. Click “Details” to Open Further Settings

Click “Details” to view or customize additional settings related to package management.

Click 'Details' to Open Further Settings

7. Click “Proceed to Payment”

Click “Proceed to Payment” to continue to the payment processing step.

8. Select a Payment Method

Select a payment method. You can use the card on file, which applies the default payment method for each client, or choose “Free” to process the package without charging.

9. Click “Review Order”

Click “Review Order” to verify the package assignment and payment information.

10. Click “Charge” to Confirm Payment

Click “Charge $300.00” to finalize the payment for the assigned packages.

11. Click Close to Complete the Assignment Process

Click the close button to complete the bulk package assignment process and return to the main interface.

Click Close to Complete the Assignment Process

You’ve successfully bulk assigned packages in Exercise.com for Business. This feature helps you save time and streamline client management across multiple accounts, ensuring efficient setup and payment processing for your clients.

How to Bulk Assign Packages