Introduction
In the PGM system, you are able to set up a Personal Training for which your club member/guest can pay after the completed training session (paid in arrears). If you would like to make it available in your club, follow the instruction below.
- This article will be useful for PG Champion, System Administrator, Club Manager, and Club Owner.
- This article will also help you to go through the whole configuration process of this type of Personal Training.
Before you start
Make sure that you have ticked the checkbox Is paid in arrears enabled in the PGM -> General Settings -> Bookings -> Personal Trainings.
Instruction
How to set up Personal Training?
STEP 1
Set up the category
1. Go to the PGM-> Classes -> Settings ->Activity categories
2. Click on the Add activity category button in the right upper corner. A new window will be displayed.
3. Fill in the following information:
Add new category
- Name - enter the name of the category.
Do NOT tick the Validate user skill checkbox, i.e when signing for classes
4. Click on the Save button.
STEP 2
Select level
1. Click on three dots icon and expand the Show levels menu on the right side of the a newly created category.
2. Click on the + Add trainer level button.
- Here, you can decide either you want to divide your PT into more expensive Training with more experienced Trainers, or you want to sell all Trainings at a regular price. In the last case, just create a General category for all Trainers at your club.
Important: Even the "Basic" level for Trainer must be created.
3. During level configuration, choose the Trainer level.
4. After clicking on the Save button, a new line with the Trainer levels will appear.
How to create PT Product?
1. Go to the PGM ->Classes -> Personal training -> Personal training definitions
2. Click on the Add personal training button
3. Fill in all the necessary information:
- Personal training name – create a unique name for the product or service
- Product name – here are three options to choose from:
- Generate automatically - the system will copy the name from personal training name window
- Edit manually - the system will allow to change and edit the name of the PT product
- Choose an existing product - the system will copy settings from an already existing product
- Category – choose category product from predefined categories
- Level – choose the proper level
- Duration – pick the desired duration of the product
- Price and VAT – set the price of PT and Tax
- Set price per club – this option will help you to set different price in each club as desired
- Paid in arrears - ticking this option is crucial to set possibility of payment in arrears
- Booking interval – set up break between booked training
Advanced options and limitations
- Trainer position – if it is either a personal trainer, master trainer or fitness instructor,
- Taxes – VAT% for the product,
- Assigned clubs – visibility in club products in your club,
- Application availability – choose from which platform the product will be available to be sold
4. Click on the Save button to add the product.
5. On the Personal training calendar page, you can check personal trainers’ calendars and their trainings scheduled with clients.
How to set up the Personal Trainer's availability?
Personal trainers can set up their availability to clients. The training booking is done at the front desk through POSweb, via Client Portal or Mobile App.
1. Go to the PGM-> Classes -> Personal Trainings ->Availability schedule.
2. Click on the desired day in the calendar, or click on the Add schedule button in the right upper corner.
3. In the New schedule tab, you can set up the availability as desired:
- Employees – choose the personal trainer, who will be available in the club that day,
- Duration – pick the date and hours of availability in their schedule,
- Occurrence – choose if the availability should repeat every week on the same day or every day during the same hours,
- Club and Club zone – choose the club and decide if training with the client will take place in the fitness studio or a specific area of the club.
- Type - select between two options:
- No limit - choose this option if you want to give your club members possibility to book PT session.
- Duty - choose this option if you want to exclude Personal Trainer's Duty Time from the PT booking schedule. The Duty Time means that the Trainer is present in the club, however they are not available for individual sessions. I.e. during the Duty, they can be on the stand by in the club and provide assistance to anyone in need.
4. Click on the Save button.