Get everyone connected at once with client import and email invite, create individual member profiles also with an email invite or use your unique connection link or virtual business card that your tribe can access to connect directly with your fitness business.

From you Account details page under the affiliate program tab you can access your unique url and QR code that you can embed into your website or add to your social media.

Through your business app you can access your virtual business card that has your unique QR code for new members to scan from their phone and 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.

This is your clients page. Her's a direct link https://ptmate.app/clients

On your clients page find the 'add a new client' button option.

Here's a direct link - https://ptmate.app/clients/new

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.

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.

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.

On your clients page find the 'import clients list' button option.

Here's a direct page link - https://ptmate.app/clients/import

Select the 'import your existing client list' button option and find the free CSV file resource that you can download to add your client lists to.
The CSV file has already been formatted for PT Mate to read so you just need to copy and paste your clients' info.

Note: Your clients will add in all of their personal details when they connect so you only need to add their name, email address and phone number.

Active/ Inactive Client lists

Whether they're actively training with you or taking a break, you can set their ,e,ner profiles to your active and inactive lists;

With the active clients option you also have the option to send an invite to them to connect.

https://ptmate.app/clients/import

Inactive clients 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.

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'.

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

Create in-app pre exercise questionnaires so as soon as your clients connect they'll automatically receive their onboarding questionnaire to fill out.

You're notified once they've completed it and you can access them from your business web portal.
Create consent forms, training agreements, business policy and T&Cs. Payment forms, etc. The list goes on.

From your Admin page in the Forms & Documents tab is where you can create your business forms and questionnaires.

Here's a direct page link - https://ptmate.app/admin/documents

Under the Forms & Documents tab find 'Create a form'.

'ON' - will prompt form to be sent automatically when your clients connect.

'OFF' - no form will be sent when client list is uploaded.

'ON' - Allows your clients to edit their form responses.

'OFF' - Locks answers so they cannot be changed. Great for Agreements!

ADD:

'Create form' to save to your forms list.

Manage to edit, update, send duplicate or view responses.
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Send to my clients, duplicate, edit and delete forms.

Prefer hard copy documents for your business?

Upload your PDF documents and store them in your business web portal.

PT Mate has Stripe integrated into the platform helping to keep more aspects of your business in one place. Set up session pack products or recurring direct debit membership products and take full control of your billing. Also with the option to email invoices to clients to pay directly through their PT Mate members app and member web portal.

Create your direct debit products ready to set your clients up with recurring payments and create your pack products with the option to allow your clients to purchase through their members app or members web portal.

Adding your clients card details is simple too!

You can add them in from the billing tab of their client profile.

Better yet have your clients add them in themselves through the member platform in their Account Settings.

To set up your billing you're going to need a Stripe Account.

Head to https://dashboard.stripe.com/ and create your account. Once created, send us a message through the in-platform chat and we can provide you a connection link to allow you to connect your Stripe account to PT Mate.

Already have a Stripe account?

Reach out using the chat box in the bottom right hand corner of your business web portal and let us know.

Once connected and verified you can begin creating your business products and direct debit membership products.

You have options! You can manage all of your billing from within PT Mate also with the option to send out invoices to your clients to pay through their member app and member web portal. Invoices are also sent via email (optional) to allow your tribe to pay your most preferred method.

Set up in your business settings

https://ptmate.app/admin/settings

Note: You will send the invoice directly to their member app to access and you can choose to send via email.

Grow your fitness business easily with your leads page! Add your public booking pages to your website and social media platforms and make it easy for new members to access and connect with you.

From your admin page in your leads tab, add your page details and set your page to active.

https://ptmate.app/admin/prospects

Embed your unique url to your website and social media platforms.

New prospective members can request to book into any public group session or available 1:1 session, or they can send a direct request contact form.

Once you receive their request you can manage them from your leads page, then you can work through the onboarding flow to get them connected.

First - Convert them to your clients list

Once they've been added to your clients list you can send them an email invite to connect.

Again, the email will walk them through downloading their member app or accessing the member web portal, creating their member accounts then automatically connect with your business training space. It really is that simple!

Keep your fitness community connected even better with PT Mate's in-platform community social media page.

Promote upcoming fitness challenges, community events, seminars or celebrate your community's achievements and birthdays. Get creative and stay connected!

Enable your Community Page from your Admin page in the settings tab under the 'Community page' drop down.

https://ptmate.app/admin/settings

Access your community page from your web portal overview page and your business app home screen.

Create a new post - Select the 'Create a new post' button option on the right of the page. Write your post with the option to add an image then post it for your fitness community to view, react to and comment on through their PT Mate Members App and Member Web Portals.

On your business web portal and through your PT Mate business app stay connected to your fitness community with group messaging.

From your business web portal you can access your messages from the top right corner of any page.

From your business app you can find your members list and group chats in your clients screen under the messaging tab using the + icon in the top right corner of the screen to can create a new group chat.

To create a chat group - Open your messaging icon and select 'New group chat'. Add a name for the chat then add your staff and members. 'Create chat' to save.

Once your group chat is created your members and staff in the chat will be able to view and reply to all messages.

A push notification will also pop up when new messages come through to your business app so you won't miss a thing!

Everything you need in one place. With the integration of Stripe for all billing and the capacity to take full control of your training schedule with public, exclusive and private group training sessions, booking settings that allow you to set book in limits with automatic session waitlists.

From set up to book ins and session reminders - with push notification and the option to enable email reminder notifications, also with the capacity to track training performance when adding in session programs, annnd attendance tracking - Your business admin will be cut in half!!!

From your calendar page in your business web portal, open your recurring session templates tab.

Here's a direct page link - https://ptmate.app/calendar/new-recurring-group

Select the 'New Group Template' option.

Here you have 'Public', 'Exclusive' and 'Private' group sessions you can choose from.

Available to all of your members to book in and accessible to the public through your public trial session page (leads and new prospects).

https://ptmate.app/calendar/new-recurring-group

Exclusive group sessions allow you to give access to specific groups, allowing only those members in the selected group to have access to those calendar sessions you create.

Select member group for session access

Perfect option for Semi private personal training sessions!

Select members for session access

From your admin page in your settings tab, find the session setting drop down box.

https://ptmate.app/admin/settings

Under the 'Send automated session reminders'. By default it's set to 24 hours, however you can set it according to your desired business reminder time frames.