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Clients overview

Get an overview of Client Management and its features

Melony avatar
Written by Melony
Updated over 7 months ago
Clients are the heart of your business

What is Client Management?

PT Mate allows you to manage every aspect of your client, including training, progress, billing and more.

You can add clients to your list and invite them to connect on the Client App so you're able to send them programs, training plans and allow them to book into your group sessions.

Your Clients List

Your clients are divided into two different lists: Active and inactive clients. By default, you only have active clients. More information about inactive clients can be found here.

The list provides basic information for each client, such as name and phone number, as well as various filter options.

Client Groups

You can create client groups that help you organise your client list. These groups can be used to create sessions for specific groups (learn more about group sessions) or simply to organise your business.

Clients can be members of multiple groups.

Adding a client

You can add as many clients as you like. Simply enter their name, phone number and email address.

We'll send them an invite to join PT Mate and your training space and they'll be prompted to complete their profile on signup.

Import client list

If you have a large existing client base, you can import them all at once by uploading a CSV file. You can learn more about importing your client list here.

Client details

You can manage every aspect of your client in the Client Details:

Overview

This is your client's summary. Here you can see their recent activity, such as bookings, payments and training sessions, as well as anything that needs your attention.

Sessions

The session tab shows you your client's session history and upcoming group sessions they booked in to.

Billing

Everything related to your client's billing, such as as payments, active direct debits and unpaid sessions can be found here.

Training Plans

You can see the training plans and programs you sent to your client here. Training plans give you an overview of their progress and compliance before you access their details.

Health

This tab contains information about your client's health log and assessments as well as everything related to Nutrition (if your client has an active nutrition plan). Learn more about Nutrition

Progress

Your client's training progress and statistics are saved here. Find out about the weights they use and PB's on different movements.

Details

This is where you can edit your client's details, disconnect them or make them active/inactive. Learn more about inactive clients.

Messaging

PT Mate offers in-app messaging. You can either message your clients directly or create group chats to stay in touch with them.

On the trainer app

The trainer app is designed to help you manage your business on the go. Some of the features listed above are not available on the app in order to streamline your workflow.

In any case, as a rule of thumb, think of the Trainer Web Portal as your go-to option when it comes to comprehensive client management.

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