Overview
Capture important client information by uploading different documents and store them with PT Mate. You can download, print and replace these documents any time. There are three types of documents you can store:
Training Agreement: The contract with your client
Health & Fitness Assessment: The initial pre exercise form you fill out with your client
Payment form: Enabling you to collect money from your client via direct debits, etc.
Upload documents
On the Trainer Web Portal you can upload documents either in your clients details or in the Admin tab. Just select the file from your hard drive and save. The document will be stored in PT Mate's document storage.
Update documents
You can either upload the same document (which replaces the current one) or download the current one first in case you want to amend it. You cannot delete documents.
Document templates
PT Mate offers templates for all three types of documents helping to set them up properly. Simply download them and use them with your own clients. They are white labelled and can be used without the need to tweak their designs or content.