Dashboards

PT Leaderboard

Trainer Performance

Track FA show rates, PT conversions, and nutrition sales by trainer.

Trainer Commissions

Payroll Calculator

Calculate trainer payouts by payroll period with tax-adjusted commissions.

Client Dashboard

Trainerize + GymMaster

Trainer client roster with service status, messaging, measurements, and alerts.

MSR Bonus Tracker

Compensation

Monitor bonus eligibility, gate requirements, and earnings potential.

Service Packages

Package Builder

Build and manage PT and nutrition service packages for clients.

Bookings Dashboard

Appointments

FA and PT session bookings with show rates, trends, and attribution management.

Time Study

Daily Activity Log

Log your day in 15-minute blocks so we can find what to automate.

Recruiting Pipeline

College Hiring Funnel

Track college partnerships, contacts, and outreach to land interns and hire graduates.

Staff Availability

Meeting Windows & Utilization

Find optimal meeting times and view trainer schedule patterns.

Sales Analytics

Product Sales

Revenue charts, product popularity, staff performance, and time-based analysis.

Hours vs Sales

Staff Efficiency

Compare sales revenue against hours worked to identify top performers.

Membership Dashboard

Membership Sales

All membership types with full trainer attribution, searchable and filterable.

Funnel Conversion

Trial-to-membership conversion

Track form submissions, trial starts, and paid conversions with cohort timing and program comparison.

Inventory & Margins

Product Analysis

Track stock levels, margins, and identify low-performing products.

Member Visits

Traffic Analytics

Track gym traffic patterns, peak hours, and member engagement.

Google Reviews

Reputation

View, search, and attribute Google Reviews across all locations.

Cancellations

NPS & Retention

Track cancellations, NPS scores, and member retention insights.

Form Submissions

Lead Capture

View trial signups, strategy sessions, and GHL sync status.

Unused Benefits

Member Outreach

PT and Platinum members with unused or underutilized training benefits.

Retention Command Center

Calibrated churn risk & action queue

Calibrated per-member churn probability, root-cause drivers, and a ranked reactivation action queue.

Catchment Atlas

Member Geography & Site Selection

Map members and prospects, simulate cannibalization for a candidate gym, and surface expansion opportunities by ZIP.

Member Survey Intelligence

Feedback & Satisfaction Trends

Track member satisfaction scores, triage feedback, and manage follow-up actions.

Client Engagement

Trainerize

Track messaging activity and membership status for all Trainerize clients.

Consultation Leads

Sales

AI-scored leads from Trainerize consultations with pipeline tracking.

Lead Response Times

CRM

Measure how fast we answer leads on SMS/FB/IG. Leaderboard + drill-down.

Insurance Members

Roster & Exports

View insurance member roster and export Active & Fit visit tracking data.

Club Performance

Location Health Dashboard

Health score, executive overview, 7 operational metrics, and monthly trends.

Class Performance

Scheduling Insights

Attendance, capacity utilization, and instructor ratings by class.

Payment Reconciliation

Financial Tracking

Revenue categorization, daily settlements, tax separation, and QBO journal entry export.

Vending Sales

Renton machine

Revenue, top products, and buying patterns from the HaHa vending machine.

Failed Payments

Billing Failure Tracking

Failed billing burndown, fail reasons, resolution tracking, and repeat failure counts.

Referrals

Referral Outreach Tracking

Member referrals from GymMaster - signup stage, outreach status, and follow-up notes.

Marketing Hub

Website Analytics

Track website traffic, traffic sources, top pages, and device usage via Google Analytics.

#builtbyklickway UGC

Marketing

Instagram posts tagged #builtbyklickway and the members behind them.

TV Slide Studio

Lobby Displays

Author slides for the lobby TVs. Each slide is a URL you drop into OptiSigns.

Transformations

Member success stories

Build before/after stories from InBody scans and push them to the lobby TV slides.

Incident Reports

Safety & Documentation

Post-incident documentation, printable emergency checklists, government visit tracking, and manager review workflow.

Location Audits

Walk-through inspections & scoring

Membership Audit

Configuration Drift Monitor

Configuration-drift monitor for GymMaster membership types — duplicate benefits, missing forms, cross-location pricing differences.

Commission Rates

Tier & Rate Configuration

Configure PT and nutrition commission tiers, fixed-service rates, and revenue thresholds. Changes take effect on the next payroll calculation.

Action Board

Kanban & Microsoft To Do

Centralized action board with drag-and-drop kanban. Tasks auto-created from incidents, retention alerts, and support tickets.

Ideas Vault

Staff idea submissions & triage

Capture, revisit, and build on staff ideas. Submit anonymously or attributed.

Development

Manager Development Tracker

Competency tracking toward Associate Manager and Location Manager, with assigned reading and Claude coaching prompts.

Coach Development

Coach Development Tracker

Five-tier coaching ladder (Foundation to Master) with per-tier KPI gates, readiness bars, and Claude coaching prompts.

Birds

Team Personality Types

A short DISC assessment that maps each manager to Eagle, Parrot, Dove, or Owl — with coaching tips for working with each type.

Access Control

Role Management

Manage employee roles, permissions, and page access across the platform.

Tool Adoption

Drive intentional adoption

See who's using which tools, who hasn't started, and which tools nobody opens.

Body Composition Scans

Review and link incoming InBody scans to challenge participants.

Job Scheduler

Scheduled Tasks

Monitor and manage automated import jobs, schedules, and execution history.

Connectors

API Integrations

Manage GymMaster, ConnecTeam, GoHighLevel, and other service connections.

QBO Connectors

Intuit Enterprise Suite

OAuth and manage QuickBooks Online realms (one per IES sub-entity).

API Keys

Integration Access

Create and manage API keys for external integrations like Zapier.

GMS Dashboard

Operations Hub

Live check-ins, revenue, alerts, and quick actions.

Member Check-In

Front Desk

Scan or search to check in members instantly.

New Member

Registration

Quick walk-in registration with membership selection.

Point of Sale

Retail

Sell supplements, merchandise, day passes, and services.

Appointments

Scheduling

Book and manage PT, nutrition, and assessment appointments.

Member Profile

Member 360

Full member view: visits, billing, packages, and notes.

CRM Dashboard

Lead Command Center

Lead stats, source breakdown, pipeline funnel, and activity feed.

Lead Inbox

Primary Lead Management

Search, filter, and manage all leads with quick actions.

Pipeline Board

Visual Kanban

Drag-and-drop leads through stages from new to close.

Lead Detail

Lead 360 Profile

Full lead view: timeline, SMS history, appointments, and notes.

Automations

Workflow Builder

Automated text/call follow-up sequences and reminders.

Attribution & Analytics

Source-to-Outcome ROI

Track ad spend, cost per lead, conversion rates, and ROI by source.

Knowledge Base

Resources

SOPs, training materials, and team documentation.