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Streamline 2.0 Quick Start Checklist

Looking to get up and running quickly? We've provided a checklist below to make sure your bases are covered.

Step 1: Download the trial software

The Streamline 2.0 trial version is full-featured and absolutely free to try for 30 days. No one will hound you to purchase anything. If you determine that Streamline isn't a good fit for your gym, simply uninstall it.

Step 2: Enter the membership plans you offer

Once you install Streamline, you should enter the membership plans and other products you offer. You can manage this list on the Products and Services screen, which can be accessed via the Setup > Products and Services menu.

Step 3: Enter any existing customer information

If you are migrating from other software, you should enter the information about your customers and the membership services you have sold them. You can do this quickly using the Membership Services list, which lets you keep track of all your memberships and controls your recurring billing.

Switching to Streamline? Depending on what you're using today, we may be able to import your existing information into Streamline. This service is offered to subscribers only.

Step 4: Create your Streamline subscription

Once you have used the Streamline 2.0 trial and have decided it's a good fit for your gym, you can start your subscription using the Setup > My Subscription menu option. We'll set up your account and take your software out of trial mode automatically. Don't worry, subscribing early will not forfeit your 30-day free trial.

Step 5: Get set to accept EFT payments (optional)

Streamline makes accepting EFT payments simple! To process single and recurring customer payments, you will need a merchant account and a payment gateway account. If you already have a merchant account, you can continue to use it with Streamline.

Step 6: Purchase add-on equipment and supplies (optional)

To get the most from your Streamline software, you can add point-of-sale hardware. This includes receipt printers, magnetic stripe card readers, barcode scanners, cash drawers, etc. These items can be purchased at great prices directly from TripleTree for guaranteed compatibility. We also sell barcoded ID cards to help you build customer loyalty.

Learn how to get started quickly
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