PTminder

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How to 'Refer a Friend'

Settings

How to switch between Metric or Imperial measurement systems?

Account Settings

Client Area Website (URL)

Control how your clients can sign up to Sessions online

Online Session booking options

Client Sign Up Forms, Waivers, Questionnaires

How to set which types of emails and text messages a client receives

Communication Preferences for Clients

Client Area

Change/customise the look of PTminder to suit your own identity

Branding

Integrate the Class Schedule into your own website

Link your Facebook Page to PTminder

GoDaddy - Integrate the Client Login Form

Shopify - Integrate the Client Login Form

SquareSpace - Integrate the Client Login Form

Weebly - Integrate the Client Login Form

WIX - Integrate the Client Login Form

WordPress - Integrate the Client Login Form

Different ways to customize the login portal to match your website

Customizing your Client Login Integration using CSS

Website Integrations

Customise your email and SMS reminders & notifications

Choose which notifications you receive

Choose what, how and when to send email & SMS reminders to your clients

Setup reminders for your Clients

Customise the SMS Sender ID

Receive a notification when a client hasn't been active (no bookings in a while)

Notifications

Customise the emails your clients receive

Email Templates

Templates

Sharing documents/files with your clients

Shared Documents

How to setup rostered hours/availability for your additional staff/trainers

Roster/Shift Working Hours

How to add a new Trainer user account

Deactivating or suspending Trainer accounts

Trainers

Sync the PTminder Calendar with an external Calendar

Covid-19 Vaccination Verification feature

Other

PTminder Homepage

PTminder Blog

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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