Mark 1:1 Personal Training Session Attendance
Here you can see your calendar page. See the session highlighted, this is how you will see your member(s) 1:1 sessions before the session starts.
Once the session time has past this is how you will see the session
Note: This is how you will see the session if there is no program assigned.
Tap on the session to open it.
Here you will see the session details, you can see in the orange banner 'Mark Session As Attended And Done', or you have the options at the bottom of the screen to mark Attended and Not Attended.
One you mark the attendance it will reflect in your member's billing tab in their used session credits.
Once you have marked the session as attended you will see a small banner at the top of the session that displays 'ATTENDED'. You will be able to use this information when you run calendar and member reports.
Marking 1:1 availability session attendance
To mark attendance for your members attending 1:1 availability sessions.
This is how you will see your 1:1 availability sessions in your calendar.
Once one of your members book into the session the session will update and display your members name in the calendar instead.
The display will appear as a Personal training session in your calendar.
Seeing a asterisk next to your members name? This asterisk is to let you know that this member has unpaid sessions.
Once the sessions has been completed you will see this in the session details.
By confirming the session one of your member's session credits will be deducted from your member. If they have available session credits then the credit will deduct from the pack, if the member doesn't have any available session credits they will show the asterisk and the member will be listed in the unpaid sessions in the billing tab.
To confirm the sessions tap the 'Confirm Attendance & Mark Class As Done' or the 'Confirm Attendance' button at the bottom of the page.
The list of your active members will appear. If your member was already booked in their name will already be selected in your member list. Members that are selected are highlighted green.
Once you hit the 'Confirm Attendance' button the session credit will be deducted.
Note: In the member's billing tab will display the session credits information.
Once you have marked your member as attended they can now comment on the sessions and send over a rating for the session. Great of member feedback and to help promote different classes!!
To allow your members to give feedback you can enable this option from your admin page in the settings tab, under the sessions settings. Here's a direct link - https://ptmate.app/admin/settings
Mark Class Session Attendance
To book in you members to a session.
Open the session that you want to add them to.
On this next page you will see a page where you can add your members to your sessions or manage your members own class bookings.
To add your members in from your business platform you can hit the button option 'Book in a member'. A drop down of all of your members will pop up for you to select.
Then select the member you want booked in.
From your class details page you will see a small clock like icon, this is a button to display your session history. Details of the past 14 days for bookings and cancellations from your members to help you collect data on your sessions.
Once you tap that icon a pop out screen will appear. Here you can see different information that's likely to appear.
For your members that haver booked into a class, you can set 'important notes' to their member profile's with the option to set it to important to display here.
This allows you and your stuff to leave notes to communication different information about your members to one another.
Once a class has ended you will see this orange banner 'Confirm Attendance & Mark Class as Done'. This is to prompt you to mark your session attendance.
Either hit the button in the banner or the 'Confirm Attendance' button at the bottom of the screen.
Select the members you want to confirm attendance for. You can search by name or scroll through the list. Members will display green when selected.
Once you have selected all of your attended members hit the 'Confirm and Mark As Done' to save and confirm their attendance.
for members the booked in but didn't show you have an option to mark and track those details.
Slide over the to 'No Show' tab and select all no show members in orange.
Once you have saved and confirmed your session attendance you will be able to see an overview of your session bookings.
Note: When you do hit the 'Confirm and Mark As Done' button your no show members will be penalized depending on the settings option you have set in your Admin page, Sessions tab.
You have 4 options;
Deduct credits from member's available credits
This is the same as a confirmed session.Charge a no show fee
If you choose this option you will be given an option to set a no show fee rate.Deduct credits and charge fee
A little from option 1 and a little from option 2.
βDon't do anything
This allows you to track no shows but you don't charge them or deduct session= credits from them.
If you have any questions regarding the way you mark your attendance you PT Mate reach out anytime!!