Help Centre | First Steps

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I just signed up. What's next?

You have 14 days of free access to all features. Enough time to have a play and explore.

Explore the app

You can use PT Mate and all of our features completely free for 14 days and we encourage you to explore as much as possible to familiarise yourself how everything works. We recommend you use test data to play around first before you set up your business.
Below we've outlined a few steps you should take to explore every aspect of PT Mate.

Add a client

It all starts with your clients. Add your first client by adding yourself or a friend to see how it all works.
Learn how to add a client

Create a session for your client

The second big section of PT Mate is the Calendar. Here you organise your days and weeks, set up your sessions and automate your recurring schedule.
Let's add a session for your client next.

Create a program

PT Mate's powerful Program Builder allows you to create programs that suit your needs and training style. You can use programs in your sessions or send them to your clients. So next on our tour: Let's create your first program.

Run a session

Go back to your session now and assign your program to it. This will allow you to run the session directly through PT Mate, either on the Business Web Portal or the Business App.
Learn more about running sessions

Create a product

Let's find out what Billing & Finance has to offer next. Create a product on the Business Web Portal.

Charge your client

You can charge your clients through PT Mate. Without having payments with Stripe enabled, you can log cash payments and track your finances on the Business Web Portal. To continue, let's log a cash payment.

Connect your client

We recommend you explore "the other part" of Client Management as well. Download the Member App from the App Store or Google Play and create a test account. If you enter the same phone number you entered when creating your test client, you'll automatically be connected to your training space and can explore all the features of the Member App.

What's next?

This tour gives you an overview of the basics of PT Mate. We have much more to offer and we encourage you to check it all out. This includes:

Feel free to reach out to us any time if you need help.

PT Mate - The personal assistant for personal trainers