PTminder

Valene Formaran

Clients

How to add a new client

How to remove a client

Shared payments/services across multiple family members

Family Accounts

Custom client fields

Recording client notes

Assigning a Package to a client

Assigning a Membership to a client

How to change/skip membership payments and credits

How to modify the number of credits for assigned Packages/Memberships

How to view how many sessions/classes have been booked, completed or are left, for a particular client?

How do I view the upcoming or past sessions/classes for a particular client?

Covid-19 Vaccination Verification from Client Online Portal

Understanding Bookings Credits: 'Carryover Unused Sessions/Classes' and 'Expiring Credits'

Client Management

Recording client assessments

Client Assessments

Describes the workout planner and how to assign workouts

The Workout Planner

Set your own custom links (URL) for workout exercise videos

Recording/tracking workouts

Workout Planner

Describes the Nutrition Planner and how to use it

The Nutrition Planner

Nutrition Planner

Chat (instant messaging)

How to setup automatic SMS text message reminders to Clients

How to send manual SMS messages to Clients

Messaging

PTminder Homepage

PTminder Blog

Find answers and get help from Intercom Support and Community Experts

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