Introduction
In Perfect Gym, personal training sessions can be booked in different ways. Employees can enroll members using POSweb, PGM, or the Perfect Gym PRO app. Members can use the web-based Client Portal or the dedicated mobile application Perfect Gym Go.
- This article describes the personal training booking possibilities available for both Clients and Employees.
- This article will be helpful for PG Champions, Receptionists, Sales Team, Personal Trainers, and Fitness Instructors.
Instruction
Personal Training booking options available for Clients
How to book personal training in the Client Portal?
To book personal training in the Client Portal, first, you need to log in. Go to the Book tab, and select Personal Training. The following screen will be displayed.
On the calendar screen, you'll find a list of available trainers in the club and the available training slots. When you click the Book now option, you will be assigned a random trainer if you haven't selected one specifically. The system uses a lottery mechanism that selects the trainer with the fewest personal training sessions in the past 30 days. To check the availability of a specific trainer, you need to select their photo, which can be found above the timetable.
This feature is available from the R.92 system version onwards.
Once you've selected a suitable time for your session, the system will present different information based on whether you have the required product for booking.
If you don't have the product necessary for booking, the system will suggest products that can be purchased in order to book this training and then guide you through the sales process.
After a successful booking process, you can check all of your upcoming bookings in the My Bookings tab. The system will display your reservations for seven days ahead.
How to book personal training in the PerfectGym GO?
To book Personal Training in the PG GO you need to open the mobile application. The booking process can be done from two places in the app. In both ways, the flow stays the same. In the Trainings tab, you can see the list of upcoming training sessions, as well as schedule new ones. The process starts with selecting the available trainer.
After selecting a trainer, you can view their detailed availability list or click on their profile for more information about them. In the Availability tab, choose the desired time for the session and click on the + icon.
A confirmation screen will pop up with all the booking details. If you have the required product for booking, the session will be scheduled once you press the confirm button.
If you don't have the product, go to the shopping tab to purchase the appropriate product, and return to the booking process.
Personal Training booking options available for Employees.
How to book personal training in the PGM?
To book a Personal Training session via Perfect Gym Manager go to PGM -> Classes -> Personal training -> Personal training calendar.
Before starting the booking process, check if the required product is added to the member's profile.
This will display the calendar view with all activities scheduled in the club, assigned to specific trainers. To see the personal training schedule exclusively, use the Activity Categories filter and select PT.
After choosing the appropriate trainer to book a session with, select the time slot you are interested in. On the new pop-up window fill in the necessary information:
- Members name or user number,
- PT category,
- Duration,
- Starting time,
- Zone,
- Employee,
- Club,
- Comments.
Click Save to insert the changes.
From version r93, there is a possibility to book also recurring events: weekly and bi-weekly and choose the date until the events should be completed.
If the chosen member has the product required for booking, the session will be successfully scheduled. If not, the following notification will pop up.
Now, you need to go to the member's profile and add the appropriate product to their account. You can either sell the product via POSweb or ask the member to purchase it through the Client Portal.
After the successful payment, you can return to the booking process. Enter the necessary information and finalize the booking.
You can also configure Personal Training sessions to be paid in arrears. For more details, please go to this article.
How to book personal training in the POSweb application?
To book a Personal training session at the front desk, open your POSweb station and go to the Classes tab. On the following screen, you will see the calendar view with all activities scheduled. You can filter the view to see just Personal Training sessions using the Classes filter option and selecting PT's.
After that, you can see personal trainers' availability during the week. If personal training sessions are booked, it will be reflected by the trainer’s photo being greyed out. To enroll a member for a training choose the trainer and the time at which they want their session to be scheduled. A new pop-up window will be displayed with information about the expected date when the training will take place. Specify the exact personal training definition, as well as precise start time, based on intervals configured earlier.
After choosing the product to be used for booking and pressing Create the system will verify if the member has the product required for booking. If they don't go to the POS tab and on the bottom of the left side of the screen you can see member’s unsettled transactions.
Press Settle and you will see all unsettled payments of this member, with information about the date of payment, price, product quantity, the total amount to pay as well as the product name. Press to be settled, choose the payment method and finish the sales process.
After the successful payment process, you can go back and finish booking using an existing product.
How to book personal training in the Perfect Gym PRO app?
To book Personal Training in the PRO app you need to open the mobile application. You will be met by my schedule screen, where you can find all PT sessions as well as scheduled classes you perform. Click on the + icon to add a new booking.
In the new pop-up window, fill in the necessary information:
- Member - search for a particular member, a few members will always be suggested while creating PTs.
- Club - select the club to run the training.
- Personal training definition - select a training type.
- Date - select the date for the session.
- Time - select the start time of the session based on intervals configured earlier.
Click on Add to complete the process. The particular member will receive the confirmation notification.