Overview
Clients are at the centre of your business. That's why in PT Mate, everything evolves around them, too.
It all starts with adding clients to your list. Our platform offers two ways to add clients:
Add a single client via a form
Import your entire existing client list
Add a single client
You can add clients on both the Trainer Web Portal and the Trainer App by filling out a form, asking for:
Name
Phone number
Email address
There are further optional fields which your client will automatically fill out when connecting to you via the client app:
Date of birth
Height
Goal
Once you press "Add client", the client will be added to your list and you can start setting up everything else for them, such as billing details, creating sessions and adding them to client groups.
Send an invite
This is optional and preselected when adding a client.
We'll send your client an email inviting them to download the PT Mate Client App so they can connect with you. This will allow them to:
Book into group sessions
Chat with you
Receive training plans and programs
Receive nutrition plans
Receive invoices for their payments
Once the invite is sent, it's on your client to connect with you
Your client connects with you
Your clients connect with you via the PT Mate Client App. After receiving the invite, they'll be asked to download the app and create an account.
Download the app
The PT Mate Client App can be found on the Apple App Store and Google Play. It's completely free for your clients and always will be
Create a free account
Your client needs to create an account and fill in their information. They will then be connected to your training space and their details will be updated in your client list. Important: We'll use the phone number to connect them automatically with you. So please make sure. when you create the client, that their phone number is correct.
Is your client already using the app?
If your client already has a PT Mate account, they'll receive a notification in their app asking them to connect with you. They simply accept the request and will automatically be connected to you.
Why connect?
In order to access all features regarding your client, they need to be connected via the client app. These features include:
Book into group sessions
Chat with you
Receive training plans and programs
Receive nutrition plans
Receive invoices for their payments
Note that it's not mandatory to have your clients connected. In fact, you can manage everything without them being connected to you.