poly-gents Gym Member Onboarding Flow
Purpose
Guide stage-3 studio onboarding: trial class → weigh-in / body metrics → closing meeting → handoff to nutrition delivery.
When to Use
- After a prospect agrees to a trial.
- At weigh-in or body-composition sessions.
- When scheduling the membership closing meeting.
When NOT to Use
- Cold lead prioritization (use gym-sales-daily-prioritization).
- Nutrition menu build (use gym-nutrition-menu-delivery).
Expected Outcome
- Trial booked in Arbox, metrics logged, closing meeting scheduled, status advanced per gym-arbox-status-playbook.
Workflow
Trial class → Weigh-in / body fat → Closing meeting → Nutrition handoff
- Trial: find slot with
arbox_get_schedule; book withPOST /v3/schedule/booking/trial{ user_id, schedule_id }. - After trial: move status toward the tenant’s “measurements / tracking” stage when appropriate.
- Measurements: log via
POST /v3/users/createNote(weight kg, body fat %). PreferPATCH /v3/userscustomFields when the platform exposes patch support. - Closing meeting: create Google Calendar event when connected; set closing-meeting status with comment including date/time.
- Handoff: dispatch or notify the nutrition-delivery role — do not build menus here unless asked.
No-shows
- Reschedule trial before creating duplicate leads.
- Log no-show on workboard + Arbox note; use member-retention-and-experience for win-back framing.
Tool Availability Rules
| Access | Behavior |
|---|---|
| Arbox + Calendar | Full flow |
| Arbox only | Book trial, log notes, skip calendar holds |
| Read-only | Plan only |
Related tool sets
arboxgoogle-calendar