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Client Management

Manage everything regarding your clients in one place

Your clients are the reason you do what you do, right? PT Mate makes it easy for you to manage your clients in one spot, allowing you to see upcoming and past sessions, training results and progress, their health and nutrition as well as payment details and upcoming debits at a glance.

Your clients stay connected via the Member App/Portal allowing them to book into sessions, receive training plans, update their details and communicate with you directly.

Your clients are the reason you do what you do, right?

Monitor your clients' progress every step of the way

Keep track of your clients' personal bests and training progres

Keep track of your clients' personal bests and training progress, compare your clients' health logs and view their progress photos side by side to monitor their training success.

Our comprehensive insights and reports allow you to analyse everything regarding your clients' health and training in-depth.

Group your clients with family accounts

Family accounts help you organise your client list. All billing, direct debits and finances for the family are managed by the main account, while each member has their own login credentials. Parents are able to manage their childrens' bookings from their end.

Group your clients with family accounts

Setting up is simple and easy

1
Import your client list

Import your client list

You can upload your entire client list in a CSV file, or add your clients one by one.

2
Clients are invited

Clients are invited

All your clients automatically receive an email to download the Member App or create a free account on the Member Web Portal.

3
Your clients connect

Your clients connect

Your clients create a free account on the Member App/Portal and automatically fill out your Pre Exercise Questionnaire and connect with you.

4
Clients finish setup

Clients finish setup

Your clients finish their setup by adding their payment details and start booking into sessions on their app.

Features to manage your clients

Client details

Client details

All of your client contact details, payment details and personal information in one secure place.

Past & upcoming sessions

Past & upcoming sessions

See all upcoming sessions for both 1:1 & group sessions that your clients book in to, as well as past sessions attended and all logged training results.

Billing information

Billing information

Access your clients active direct debits, upcoming payments and unpaid session information in the Billing tab.

Your client's health

Your client's health

Get an overview of your client's health vitals, like rest heart rate, body weight and other health information to progress towards their goals.

Training progress

Training progress

Analyse your client's training evolution, track 1RMs and fitness improvements over time.

Take notes

Take notes

Add custom notes to your client's profile from the details tab to save you losing track of important information.

Active/inactive clients

Active/inactive clients

Take full control of your client lists, set clients to inactive while they're away from training, e.g on holidays, and easily re-activate when they're ready to jump back in.

Send plans & programs

Send plans & programs

Send individual training programs or entire training plans directly to your clients, and follow their progress as they train and log their results.

Monitor compliance

Monitor compliance

Stay on top of your client's training, health and nutrition progress automatically, allowing you to provide the right guidance and focus for their success.

Nutrition

Nutrition

Offer custom meal plans through our nutrition integration powered by our partner Dietary Solutions, allowing you to earn more without first obtaining nutritional qualifications and saving you hours of plan writing that you'd otherwise need to set time for.

Connect with your clients

Connect with your clients

Connect with your clients even easier through direct messaging & group chat capabilities, a community page and session commenting all without you needing to leave your business platform or them, their Members App.

Forms & documents

Forms & documents

Create business forms for your clients to fill out from their Member App/Portal without needing to print anything again, or offer hard copy documents that you can upload and save to their client profiles.

Family accounts

Family accounts

Family accounts are billed via the main profile and allow you to create restricted child profiles that the parents can manage to book into sessions.

Member App & Web Portal

Member App & Web Portal

Your tribe can download and use the mobile app or go to the web portal (www.ptmate.me) to book into sessions, receive training plans, update their billing details and message you.

New clients using your QR code

New clients using your QR code

Your clients can register and enter their details using a QR code that leads them to your sign up page. They can either create a PT Mate Member account or choose not to in the process.

Habit tracker

Habit tracker

Easily create habits for your clients and track their compliance to help them form healthier lifestyle and fitness habits.

Pre exercise questionnaire

Pre exercise questionnaire

Create a pre exercise questionnaire that will automatically be available to new clients as they connect with your business, saving you manually sending out new forms each time new clients connect and start training with you.

Client groups

Client groups

Create different groups to organise your clients, e.g. by membership tier or location. Clients can be in multiple groups.

Your data is safe with us

Your data is safe with us

At PT Mate, we believe in individual freedom and ownership. Being the sole custodian of your own data is fundamental to keeping your independence, which is why your business and clients' data is yours and yours only. We will never sell your data to third parties or allow any actors to use it for their own benefit. This is a promise to all our customers that stands now and will always stand.

Hi, I'm Melony, one of the co-founders of PT Mate

Melony from PT Mate

Do you have any questions or need help to get set up?
Let us know when works best for you and one of our customer service team can give you a free call to answer your questions.

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*You get 14 days free access to our UNLIMITED PRO plan. After that you'll continue on our free plan unless you subscribe to any of our paid plans.

PT Mate - The personal assistant for personal trainers