How to Use Red Belt Gym CRM
Discover walkthroughs and demonstrations to put Red Belt Gym to work for you. Search for a topic or browse the guides and videos below.
Step-by-Step Video Walkthroughs
Watch how every part of Red Belt Gym works — from first-time setup to advanced automations and AI-powered advertising.
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Getting Started
Basic Gym Set Up Part 1
Learn how to configure your gym's basic settings, add your school information, and set up your programs.
Basic Gym Set Up Part 2
Continue setup with membership programs, class schedules, and student profiles.
Basic Staff Setup
Add staff members, configure permissions, and set up instructor profiles.
Page Master
Learn how to manage your pages and customize your setup.
Customizations
Customizing Your Dashboard
Arrange your dashboard around the numbers you check most often.
Custom Fields
Add custom fields so contact records capture the details your school needs.
Age Groups
Set up age groups so programs and classes reach the right students.
Adding Product Colors
Add color options to a product so students can choose a variant.
Making Product Sizes
Create the size options for the products you sell at your school.
Billing & Payments
Payment Setup & Creating a Program or Product
Set up payments, then build your first membership program or retail product.
How to Bill Customers
Walk through billing a student for a program or a product.
Track Memberships & Funnels
Follow memberships and funnel stages to see where each student stands.
Scheduling & Attendance
Setting Appointments
Book an appointment for a lead or an existing student.
Setting Up Attendance Check-Ins
Configure check-ins so students can log the classes they attend.
Communication
Call & SMS Setup
Set up calling and texting so you can reach students from Red Belt Gym.
Making Calls from Red Belt Gym
Place a call to a contact without leaving the platform.
Sending an SMS on Desktop
Send a text message to a contact from your desktop.
Automations
Intro to Automations & MIAs
An introduction to automations and MIAs inside Red Belt Gym.
Automation Messaging for New Leads
Automate the first messages a new lead receives from your school.
Automation with Appointments
Trigger automated messages around appointment bookings.
Automated Messages with Payments
Send automated messages when a payment succeeds or fails.
Ads & Marketing
Create Custom Ads with Magic AI Ads
Build a custom Facebook ad from inside Red Belt Gym.
How-To Guides & Documentation
Every tutorial article, with step-by-step instructions. Click any guide to open the full walkthrough.
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Add a Contact
Proper record creation keeps data organized from day one and helps keep communication, billing, attendance, and automations functioning as expected.
Read More Billing & PaymentsAssign Membership Programs
Once you have created a program, you are ready to assign it to your students. This article explains how assigning memberships work.
Read More CustomizationsAssigning a Belt Rank to a Student
Once you have created your class schedule, follow this step-by-step guide for managing martial arts ranking systems, tracking student progression, and updating belt levels.
Read More CustomizationsAssigning Styles and Classes
Once you have created your class schedule, follow this step-by-step guide for enrolling students in your programs and managing class rosters.
Read More Scheduling & AttendanceBooking Appointments
Step-by-step guide for scheduling leads using the calendar or directly on a student’s profile.
Read More Getting StartedChanging Your Temporary Password
Complete instructions for updating your initial password, creating secure credentials, and protecting your martial arts school account.
Read More Scheduling & AttendanceCreate a Class Schedule
Organize your martial arts courses and easily create your own schedule in minutes for efficient school management.
Read More Billing & PaymentsCreate a Membership Program
Memberships control billing, attendance, and access to your martial arts school. Read on to develop custom memberships
Read More CustomizationsCreate Belt Ranks
Setting color-based categories helps you keep track of student progress. Find the creating and editing process for ranking in this article.
Read More Billing & PaymentsCreate a Month-to-Month Recurring Membership Program
Month-to-month billing allows your martial arts school to forego long-term contracts. Read on to develop a monthly payment program.
Read More CustomizationsCreate Program Age Groups
Setting age-based categories helps you assign students to classes with the appropriate skill level. Learn the process for creating and editing groups.
Read More Getting StartedManage Staff Users and Assign Permissions
Follow this step-by-step guide for creating staff accounts, assigning user permissions, and managing team access for your martial arts organization.
Read More CustomizationsCreate Styles and Classes
Setting martial arts styles helps you keep track of your offerings and allows students to be assigned to the appropriate program. Learn the creating and editing process here.
Read More CustomizationsCustomize Your Dashboard
Customize your Red Belt Gym dashboard to track key metrics, monitor activity, and manage your gym from a single command center.
Read More AutomationsDeveloper Instructions for Capturing Data with a Webhook
Customize your website by integrating webhook triggers and automating data collection.
Read More Getting StartedImport Contacts
Use CSV, XLSX, or XLS imports to bulk add contacts into Red Belt Gym to quickly add students, members, and leads without manual data entry.
Read More AutomationsIntegrating Red Belt Gym with Your WordPress Website
Step-by-step guide for connecting lead capture forms from your WordPress website to your Red Belt Gym account.
Read More CustomizationsKey Performance Reports Overview
Understand available and upcoming performance reports in Red Belt Gym, including student growth, revenue trends, churn, and lead diagnostics.
Read More Billing & PaymentsManage Family or Group Accounts
Learn how to add and archive dependents to your martial arts school.
Read More Scheduling & AttendanceManaging Appointments
A step-by-step guide on how to complete, reschedule, and cancel meetings, as well as understanding how shows and no-shows are marked.
Read More CustomizationsManaging & Assigning Tags
Add new labels to categorize students for efficient filtering, searching, and automation of tasks.
Read More CustomizationsManaging Phases & Statuses
Track and manage the lifecycle of students to proactively track progress, identify at-risk individuals, and deliver targeted, timely interventions.
Read More Billing & PaymentsSet Up PaySimple Payment Processing
Learn to integrate our payment processor to enable transactions and configure billing settings for your martial arts school.
Read More Getting StartedRecover Account Access
Use this guide if you forget your password or cannot access your account.
Read More Getting StartedReport Bugs & Technical Errors
You can help improve Red Belt Gym by giving us feedback about any problems you're having.
Read More Getting StartedResetting Your Password
Instructions for changing your password, creating secure credentials, and protecting your martial arts school account.
Read More Getting StartedSigning into Red Belt Gym
This guide helps new users complete the initial Red Belt account setup after receiving their first time login.
Read More Billing & PaymentsTrack Active vs Inactive Members
See at a glance which students are still training and which have gone quiet, by filtering your contacts by type.
Read More CustomizationsUnderstanding Contact Types
Track and manage leads as they move through the funnel process to efficiently convert them to members, track missed appointments, and understand membership types.
Read More Billing & PaymentsUpdate a Membership Program
Times change and the billing, attendance, and access to your martial arts school should match. Learn how to edit your custom membership programs.
Read More Getting StartedUpdate Contact Details
Follow this step-by-step process to update student and contact information in Red Belt Gym. Edit profiles, change details, and maintain accurate martial arts school records.
Read More Billing & PaymentsUpdate, Freeze, or Cancel a Membership
Edit, pause, or stop a student’s membership to control access to your martial arts school. Read on to make changes to your customers assigned programs.
Read More Getting StartedVerifying Your Email
Step-by-step help for confirming your registered email, resending verification links, and completing the Red Belt account martial arts CRM setup.
Read More CustomizationsView and Export Key Performance Reports
Access and export key performance reports in Red Belt Gym to analyze sales, retention, and operational data.
Read MoreSee Red Belt Gym in action with a live demo
Book a personalized walkthrough and we’ll show you the platform using your school’s programs and data.