Your overview page is where you can take a look at your business at a glance. Let me show you how everything works and how everything connects together to automate your business admin.

This is the first page you'll see each time you open your business web portal.

Let's get familiar with the basics!

Select this button option 'Create Demo Content' and we'll update your portal with some demo content to help you see different information that you will see once you have your own business content updated.

You can select the date range using the 'SHOW STATS OF'.

By default you will see your recent activity for

Sessions - Such as; book ins and cancellations.

Billing - Such as; payments made, client's expired session credits and changes to memberships.

Members - Such as; completed member forms

Admin - Such as; see new lead connection requests.

Note: This feed shows you an overview of what's happened in the last 30 days so you are on top of everything regarding your members and business.

With your business web portal you can access your messaging icon from all pages except when running sessions. Find your messaging icon in the top right corner of your overview page.

Add a new member - https://ptmate.app/clients/new

Create a new class - https://ptmate.app/calendar/new-group

Create a new 1:1 session - https://ptmate.app/calendar/new-session

Create a new business product - https://ptmate.app/billing/products/new

Get tasks done quickly.

Options to create new member profiles, classes, 1:1 sessions and new business products.

Using these button options will redirect you to the necessary page. See links to jump to pages.

Alternatively, you can navigate to the relevant page using the menu bar down the left side of your home page.

See your schedule at a glance. You can see your bookings for the current day ('today') and following day ('tomorrow').

With the option to 'view all' which will redirect you to your calendar page.

Requests show you all new lead requests.

To set up and manage new leads - head over to your leads page https://ptmate.app/admin/prospects

Celebrate your tribes birthdays! All upcoming birthdays "in the next 7 days" will be displayed here with a little purple dot. The notification will stay here until your members birthday passes.

Navigate around your entire platform using these icons.

At the top - add your business logo and it will be displayed for you to see.

Home - This will immediately bring you back to this overview page.

Members - Head over to your members list

Calendar - See your schedule

Programming - Create individual programs, training plans and custom movements

Health - Take control of your tribes nutrition plans and create personalized habits and track consistency.

Billing - Create pack products, recurring memberships and other products for your business, also process payments, set up recurring payments and get an in depth look at your business finances.

Admin - Filled with lots of different options for your business. Such as;