Skip to main content

How to book a Personal Training with the Client Portal?

Updated

Introduction

PG allows you to book a Personal Training session for a club member in many different ways, namely through PGM, POS Web, or Client Portal (referred to as CP).

In this article, we present how to book a Personal Training session through CP. Thanks to this self-service module, a member can purchase a PT pack and book a PT session / PT sessions themselves. In addition, a trainer can receive an e-mail to confirm the booking (look at Automation Center rules).

Before you start 

Ensure that every element of the PT configuration is set up:

  1. Create PT products and packs with specific settings that relate to a Personal Training service (Sales / Products),
  2. Create a definition of products, which allows booking a session with Trainer,
  3. Add personal trainers (employees) to the PGM as well as assign them to a system role which is of ‘Trainer’ type,
  4. Add photos and descriptions of trainers (Marketing / Employee descriptions),
  5. Add availability for every Trainer (Classes / Personal Training / Availability Schedule).
  6. Ask our Support Team to enable a feature of booking a PT via Client Portal.

Instruction

How to book personal training?

Scheduling a PT session through CP is very easy, as a club member is able to book the session themselves.

1. To start, the member needs to log into Client Portal.

2. After signing in, the club member has to choose the Personal Training section, where they will see personal trainers and their availability schedules.

3. To book a PT session, the club member needs to click the Book now button for a particular personal trainer and a chosen time slot.

This will display PT session details, such as different starting times options, trainer's picture, and their description.

4. After choosing the time, the PT booking will be completed and marked as blue in the PT timetable.

Important: To book a PT, Member has to buy a PT product first. You can buy it directly from the booking command or go to My products in Account details and choose the PT session).

  • After successfully booking the PT session, the club member can check the PT booking in the My Bookings section, under the Reserved classes, as shown below.

Related articles