Gym new member onboarding checklist
Onboarding checklist template
- Employee
- Role
- Start date
- Buddy or manager
New member
From sign-up to the end of the first month
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Sign-up | ||||
| Complete the membership agreement and payment details | Day 1 | |||
| Complete the pre-exercise health screeningFollow the screening procedure if their answers need medical clearance. | Day 1 | |||
| Take their photo and issue their card or app access | Day 1 | |||
| Welcome | ||||
| Give the welcome tour, including exits, the first aid kit and the AED | Day 1 | |||
| Explain the house rules, wiping down and re-racking weights | Day 1 | |||
| Show them how to book classes in the app | Day 1 | |||
| Book their first session or program with a trainer | Week 1 | |||
| Follow-up | ||||
| Call or message after their first week | Week 1 | |||
| Check their attendance and get in touch if they haven’t been in | Week 2 | |||
| Review their goals at the end of the first month | Month 1 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
