All applications611

Find your application

611 applications

Open full catalog

Browse applications by category or open the full catalog.

  1. Gym + CRM + Billing
  2. Get started
Get started

Get Gym + CRM + Billing running in four steps.

Prepare a guest stay pilot with the right rooms, people and evidence.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Gym + CRM + Billing. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Gym + CRM + Billing in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Use Get started to open Gym + CRM + Billing. Name the property manager, front desk agent, finance officer and operations reviewer who will run the first case. Give each person the records they need for their part of the stay.

Prepare the first operating cycle

Bring a short list of guest parties, active room resources, capacities, dated rate plans and current bookings. Include a restaurant or spa booking if that service is part of your property. Gather sample guest charges and provider payment references. Choose a room that needs cleaning and a team member who will own its service task.

Review before release

Confirm one eligible request and try a conflicting interval for the same room. Start the stay, attach the facility work, review posted charges against confirmed payment evidence and complete the booking. Follow the resource into cleaning and have the property manager inspect it before returning it to available. Check that each person can find the records for their role and the same linked booking.

Set up Gym + CRM + Billing your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started