Scheduling client bookings
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In this tutorial, we'll guide you through scheduling various bookings using the calendar in your coach’s app.
You'll also discover how clients are automatically categorised by their activity level and get a quick tour of the Today page, where you’ll manage your daily bookings.
Easy Steps
First, navigate to the Clients page inside GoXPro. On the left, select the 'Clients' tab. You can see a total of 12 clients, including all categories from active to discontinued. The current view shows only your active clients.
A client's status is automatically assigned based on their level of activity with their coach. To view other statuses like Prospect, Passive, or Discontinued, click the 'Other' button.
For further details about the rules around each client status, click the information button at the top of the page.
The Guest status allows you to add prospective members for a micro-assessment. If GoXPro is integrated with your club software, this data will be automatically deleted at midnight the day of the assessment.
Use the magnifying glass to search for a client and the cog wheel to choose whether to see only your PT clients or all PT clients in the club (depending on club settings).
Each client automatically has a folder in the app. Their goals and contraindications to exercise are always visible. Click the down arrow for more details.
You can conduct weekly weigh-ins by clicking the 'Add' button to record a new weigh-in. Changes in body weight are auto-calculated for you.
Click the 'Calendar' tab to access day, week, and month views. You can also view other trainers' calendars if the feature is enabled.
Check the 'Show availability' box to overlay your pre-set availability hours. These times can be booked by clients through the app.
To add a new booking, click on the desired time slot (e.g., tomorrow at 11am) and fill in the session details in the pop-up window.
Choose the session type (e.g., private one-on-one session) from the booking pop-up.
After selecting the client, basic information about them will appear on the right of the page.
The session date, time, and duration are automatically filled based on your selection. Adjust these fields as needed.
For virtual sessions, paste the meeting URL (Zoom, Teams, etc.) into the appropriate field. The link will be available to both you and the client.
You can add any notes regarding the session in the session notes section.
If this session repeats, set the repeat options, specifying an end date or leaving it open for indefinite repeats.
Click the 'Add' button to add the session to your calendar.
To reschedule a session, simply drag it to a new time slot.
The Today tab shows all of your bookings for today and tomorrow. This is where you'll start each day's bookings.
This guide covered the steps required to schedule bookings in your coach’s app. By following these steps, you can easily manage your sessions and keep track of client appointments. Now it’s your turn to give it a try!