Creating and Customizing Personal Training Packages and Services

This document provides a comprehensive overview of how to create custom service packages with personalized naming for personal training services. The steps involve navigating through the admin settings to manage service categories and configure them according to your specific requirements.

Step 1

Begin by exploring the possibility of naming or creating packages with distinct names for services, specifically for personal training. This functionality is available through an admin setting, allowing administrators to manage this feature.

Step 2

Navigate to the 'Settings' tab and access the rate card section, which is located under the plan for validity-based memberships. Start by creating the services by going to the additional settings, represented by the three dots in the upper right-hand corner. Choose 'Manage Service Category' from the menu.

Step 3

Typically, group personal training, or group PT, is pre-created. If you wish to add a new category, such as dual PT or duet PT, you can do so. For instance, if not already present, you can add a service category named 'Duet PT.'

Step 4

Determine the nature of the service. If it is appointment-based, select 'Appointment Session.' For example, if the service is Duet PT, denote it as duet personal training, catering to couple PT sessions.

Step 5

For the service 'Duet PT Training,' fill in the required information and choose the personal training agreement. This waiver is sent out upon billing. Save the details to finalize the creation of the service. Subsequently, you can establish various names for the personal training product based on this service.

Step 6

If you observe, there are existing personal training products with different naming conventions, such as 'one month, 12 sessions,' 'three months, 36 sessions,' and couple PT. Additionally, group PT and gym PT options are available.

Step 7

Utilize these naming conventions to create additional packages. Choose 'Paid in Full' and input the desired name, like 'Duet PT, Duet Personal Training, one month, 12 sessions.' Configure the remaining settings as needed.

Step 8

You can create various personal training plans with unique names to suit different preferences. Thank you for following this guide.

Updated on: 05/12/2025