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How do I set-up and manage remote training clients?
How do I set-up and manage remote training clients?
S
Written by Support Team
Updated over a month ago

SOP: Setting Up and Managing Remote or Personal Training Clients

Objective:

To effectively set up and manage remote or personal training clients by creating specific tracks and memberships tailored to each individual client's needs.

Key Steps:

  1. Determine Scope:

    • Decide whether you will be offering generic programming for remote training or specific training for individual clients.

  2. Create Tracks and Memberships:

    • For generic programming, create a track and membership that can be accessed by multiple clients.

    • For specific training for individual clients, create separate tracks and memberships for each client.

  3. Assign Memberships:

    • Assign the appropriate membership to each client to give them access to the designated track.

  4. Program Specific Training:

    • Program the training content specific to each track, ensuring that it meets the individual client's needs.

  5. Monitor Access:

    • Regularly check and adjust memberships and track access to ensure clients only have access to their designated tracks.

Cautionary Notes:

  • Avoid assigning the wrong membership or track to a client, as this can lead to confusion and unauthorized access.

  • Double-check programming to ensure it aligns with the designated track for each client.

Tips for Efficiency:

  • Use clear naming conventions for tracks and memberships to easily identify and assign them to clients.

  • Regularly review and update tracks and memberships based on client needs and program changes for optimal management.

Link to Loom

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