Introduction
This article is about to explain how to create Product Service for Personal training sessions in the PGM. There are two options of doing it. Select the one you prefer the most as the business outcome is the same.
- This article will be helpful to PG Champion, Administrator, Sales Manager, Club Manager and Club Owner.
Before you start
It will be helpful to remind yourself of the configuration in this article.
Instruction
Option 1
How to create Personal Training through the Sale tab in PGM?
1. Go to the PGM -> Sale -> Products.
2. Click Add new product.
3. Provide the Name of the product.
You can configure the Product according to your needs. To do so, follow this instruction.
4. During the configuration, remember to use the following options:
- Tick Store state for user.
- In the Category field - select Personal training.
- In the Service type field - select Personal training.
5. Click Save.
Option 2
How to create Personal Training in the Classes tab in PGM?
1. Go to the PGM -> Classes -> Personal Training Definition.
2. Click Add personal training.
You can set up the Personal training according to your needs. For more information on how to do it, go here.
3. In the Product name field you can either select an Existing product or Generate automatically.
In case of selecting Generate automatically, follow the instructions in this article.
4. Make sure that you have selected these options:
- In Category - select Personal training.
- In Level - select the appropriate level of the Product Training session.
Remember that you need to create levels in Activity category prior creating the Personal Training product.
- In Duration - select the time span from the predefined list.
- In Assigned clubs - select the Clubs you want this Product to be added to the offer.
- In Employee position linked with product use - select the Personal Trainer employee position.
It serves for differentiating the proficiency and experience of the Personal trainer.
5. Click Save.
Hints
Irrespective of the option you have chosen, now you can set up the Personal Trainer's availability to clients. Personal training booking is done either at the front desk through POSweb, via Client Portal or Mobile App.
To set up the Trainer's availability schedule, go to the PGM-> Classes -> Personal Training ->Availability schedule. In this article, you will find the detailed instructions on how it's done.