It often best to send out your email invites after you have set up your in-app forms.
If your form is set as a pre exercise questionnaire it will automatically pop up in your members apps when they sign up an connect with you.
With our in-app forms you can create all of your onboarding questionnaires for your tribe to access and fill in as soon as they connect. Create onboarding questionnaires and documents.
You have the option to add your members one by one or add all of your members to a CSV file and upload all of your members at once.
Lets walk through how to connect your tribe!
This is your clients page. Her's a direct link https://ptmate.app/clients
Add a new client
On your clients page find the 'add a new client' button option.
Here's a direct link - https://ptmate.app/clients/new
Select your member's profile image
Select the image from the gallery, upload your own image or opt out and select no image.
Note: An image will automatically be selected from the PT Mate image gallery if left.
Add name
Phone
Email
Do you want to send your member an email invite? You can choose to do this now or at a later stage from their profile page.
Show more options -
D.O.B
Height
Training focus]
Note: Your members will add all of their own info in when they connect so you can skip past adding these details.
Once you have added their details - hit the 'add client' button.
If you set the option to send your member an invite, the invite will be sent as soon as you create their member profile.
Import member list
On your member page find the 'import members list' button option.
Here's a direct page link - https://ptmate.app/clients/import
Select the 'import your existing member list' button option and find the free CSV file resource that you can download to add your member lists to.
The CSV file has already been formatted for PT Mate to read so you just need to copy and paste your members' info.
Note: Your members will add in all of their personal details when they connect so you only need to add their name, email address and phone number.
Manage your members!!
Active/ Inactive Members lists
Whether they're actively training with you or taking a break, you can set their member profiles to your active and inactive lists;
With the active members option you also have the option to send an invite to them to connect.
Inactive members will not be notified of the import.
Note: You will still be able to send and receive direct messages to your inactive member that are connected through their member app.
Upload client lists
When you've filled the CSV file with your clients details and you're ready to import them, simply select the 'choose file' button and find your 'client imports list'.
For active members you will also have the option to send out an email invite at the same time you add them to your active clients list (this is optional). Alternatively, you can do this at a later stage from your clients page.
For inactive members create a separate CSV file. When uploading it turn off the 'ACTIVE MEMBERS' option, then your inactive members will be uploaded to your inactive members list where you can store them and still communicate with them through your in app direct messaging and group chat (when they're connected).
Note: Inactive clients won't be able to view your community page if set to inactive.
Once you send the connection invite this is the email your tribe will receive;
The connection invite email will help walk your members through downloading their member app or accessing the member web portal, creating their member accounts then automatically connecting with your business.
The email also has your connection pin details incase they require them to connect.
Note: You can update your member app connection pin in your Admin page > Settings tab.
Here's a direct link - https://ptmate.app/admin/settings
