How to schedule a personal training session

Step 1
  • At least one trainer must be entered into your system in order to schedule a personal training appointment.  To do this go to Functions-> Users-> Add User; user type =Trainer.
Step 2
  • A member must own a service package before a personal training session can be scheduled.  
  • Go to Quick Functions>>Purchase Service or Functions>>Services>>Purchase (assuming you have added the correct service type for purchase).
  • Type in the last name of the member that wants to schedule personal training, and search.
  • Under the actions column, click [Purchase] and select the appropriate service package to be used for scheduling.
  • You can [Make first payment] now if desired, or wait till a later date.
Now that you have a trainer entered into your system and a member that owns a service package, you can now schedule the personal training appointment.
  1. Go to Quick Functions>>Sched Matrix or Functions>>Scheduler>>Sched Matrix; select the month and click on the appropriate day from the calendar.
  2. Under the trainer's name, find the time of the personal training session and right click, choosing Add Appointment. (If using the old schedule matrix, click Sched or Avail)
  3. Appointment for: [Members w/ services]
  4. From the drop down menu, to the right of the [member] field, find the appropriate member.  The active package the member owns will then appear.
  5. If this is a recurring PT appointment, select [yes] for Perm Appt and the number of repeating weeks.
  6. Click [Add Appointment]
**Note: the scheduled PT appointment will now appear on the [Sched Matrix] and trainer schedule.
Once the appointment is completed, mark the session as DONE to charge a session from the members package.
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