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Articles on:Personal Training
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  • Product Announcements
  • Member Profiles and Account Management
  • Bookings, Classes and Scheduling
  • Billing, Subscriptions and Payments
  • Staff, Roles and Permissions
  • CRM, Leads and Sales Pipeline
  • Online Joining Portal
  • Personal Training
  • Retail and POS
  • Data Migration and System Admin
  • Reports and Analytics
  • Communications, Automations and Notifications
  • Member Mobile App
  • Getting Started
  • Integrations
  • Booking Personal Training Appointments Guide
    his document provides a comprehensive overview of how to schedule a personal training appointment. It covers all necessary steps, from verifying member eligibility to finalizing the appointment details, ensuring a smooth and efficient booking process. Step 1 Begin by accessing the personal training appointment booking feature. This system allows you to schedule one-on-one training sessions with ease. Screenshot 1 (https://storage.crisp.chat/users/helpdesk/websSome readers
  • Assigning a Coach to a Personal Training Member
    his document outlines the process of assigning a coach to a member who holds a personal training membership. The coach can be assigned either during the billing process or later through the member's profile. Follow the steps below to complete the assignment efficiently. Step 1 To begin, identify the member who holds a personal training membership. You can assign a coach either during billing or by accessing the member's existing profile. Navigate to the "SubscripSome readers
  • Personal Training Package Creation Guide
    is document outlines the process of building a personal training package. This includes creating a subscription plan, setting up payment and service options, and configuring membership details. Follow the steps below to set up a personal training package effectively. Step 1 Navigate to the settings section in the admin panel. Only super admins have the authority to create a personal training package. Screenshot 1 (https://storage.crisp.chat/users/helpdesk/websFew readers
  • Creating and Customizing Personal Training Packages and Services
    his 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 thFew readers
  • Freezing Personal Training Memberships_ Step-by-Step Guide
    his document outlines the process of freezing a personal training membership. Before proceeding, ensure that the membership plan or rate supports freezing. Follow these steps to configure, manage, and apply the freeze to the membership. Step 1 To begin the process of freezing a personal training agreement, confirm that the membership plan has freezing enabled during its creation. This should be done before billing the member. The freezing option must be visibleFew readers
  • Configuring and Purchasing Personal Training Memberships
    Step 1 We will begin by examining the configuration and purchase of personal training memberships, which can be structured as a session pack (e.g., a 10-session pack valid for a month) or as a monthly recurring plan (e.g., billing for 10 personal training sessions every month). Let's first review how these options are presented on a POS screen, enabling members to enroll or purchase them. Screenshot 1 (https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/eFew readers
  • Storing and Managing Personal Training Agreements
    is document outlines the process for storing a member's personal training agreement. The steps will guide you through adding or uploading the personal training waiver and managing it within the system. You'll learn how to categorize the waiver under the appropriate service and ensure it is correctly associated with a member's profile. Step 1 Begin by setting up the capability to store a member's personal training agreement within the system. Screenshot 1 (httpsFew readers
  • Personal Training Membership Setup and Purchase Guide
    ytThis document provides a comprehensive overview of configuring and purchasing personal training memberships, available as session packs or monthly recurring options. It guides the user through the point of sale (POS) screen process, showcasing how these memberships can be configured in the admin settings for ease of member enrollment and purchase. Step 1 We'll begin by examining how personal training memberships appear on the POS screen, allowing membersFew readers

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