Run the coaching workflow without hunting for the next step.
This guide uses the same page names shown in the PT app. Choose the page you are looking at for clear instructions covering leads, clients, plans, sessions, calendar, messaging, community and business controls.
6 app areas34 useful featuresStep by step instructions
FIRST USE
The shortest route to a useful first result.
01
Complete the business foundation
Finish verification, secure payouts, working hours, packages, booking terms and marketplace profile before inviting clients.
02
Work from Today
Use the Action Centre for new leads, unanswered messages, appointments, medical flags and programme deadlines.
03
Move one lead through the pipeline
Claim account, questionnaire, consultation, recommendation and payment all stay on one record.
04
Build from evidence
Read confirmed intake, PAR-Q, assessments and the AI coaching brief before publishing training or nutrition.
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Search by task, feature or app page.
01
APP PAGE
Today
Your operating dashboard for the work that genuinely needs attention now.
Clients, leads and new messages
The three top metrics are shortcuts into the corresponding live list.
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How to use it
Tap a metric
Open the relevant person or conversation
Use Back to return to the list
Action Centre
Orders medical flags, new enquiries, plan deadlines, payment issues, reviews and unread messages by urgency.
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How to use it
Open the highest-priority card first
Use the countdown before the three-day and one-day warnings
Complete the task in the record the card opens
Next appointment
Shows the nearest consultation, call or PT session from your calendar.
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How to use it
Tap the appointment
Review the client and appointment type
Open Calendar for changes or Workout mode for a coached session
Post something to clients
Publishes a seven-day home message to one client or all active coaching clients.
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How to use it
Choose one client or All clients
Write a useful motivational or habit-specific message
Replace or delete it from previous posts when needed
02
APP PAGE
People
One continuous record from first enquiry to active coaching—without re-entering the same person.
Lead pipeline
Tracks new enquiry, response, consultation, recommendation, payment and conversion states.
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How to use it
Switch to Leads
Open the person
Use the next recommended action rather than manually changing unrelated records
Claim link and detailed questionnaire
Gives a lead limited access and lets the client or PT complete the same progressive intake record.
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How to use it
Send or resend Claim account
Send coaching questionnaire or choose Complete together
Remember that only the client can provide the final health and exercise consent
Consultations
Books, reschedules, cancels and records completion for a genuine consultation appointment.
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How to use it
Open the lead
Choose Schedule consultation
After it happens, record Complete to move the lead towards payment
Package recommendation and payment
Places one configured package prominently in the prospect space while keeping all available options visible.
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How to use it
Choose a package
Save recommendation
Send the payment route or record an authorised cash arrangement
Client profile and readiness
Holds intake, PAR-Q, programme access, purchases, progress and coaching records.
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How to use it
Switch to Clients
Open the client
Complete only actions that are unlocked by payment, intake and medical readiness
Fitness assessment and Progress Vault
Combines repeatable professional observations with only the progress check-ins a client deliberately shares.
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How to use it
Open Fitness assessment to record dated tests, limitations and agreed actions
Open Progress Vault from the client record
Compare available check-ins or add a private coaching note
Apple Watch results
Completed Watch workouts flow into the client’s Journal and Progress after exact plan linking or client confirmation.
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How to use it
Open the client’s Journal or Progress
Review the recorded cardio metrics or completed resistance entry
Use direct messages when the result needs coaching feedback
03
APP PAGE
Plans
Builds a client-specific programme from confirmed information, professional judgement and reusable work.
Readiness gate and AI coaching brief
Blocks premature programming and summarises the client’s goal, constraints, preferences and suggested milestones.
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How to use it
Choose a ready client
Open the coaching brief and PAR-Q
Resolve medical-clearance or missing-intake issues before programming
Session builder
Creates one named session and one exercise at a time with clear aims, dose and coaching details.
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How to use it
Name the session and write its aims
Add and complete one exercise
Use Add exercise or Add training day when the current item is valid
Advanced methods and alternatives
Changes the fields for methods such as supersets or intervals and adds approved substitutions individually.
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How to use it
Choose the correct resistance or cardio method
Complete every method-specific field
Add switch options one at a time and remove mistakes with ×
Nutrition plan
Builds meal/day guidance and optional calories or advanced macros only when purchased.
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How to use it
Switch to Nutrition plan
Add one day or meal at a time
Publish nutrition separately when it is ready
AI suggestion and session review
Uses the coaching brief, session name, session aims and prescribed work as decision support.
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How to use it
Complete the session context first
Ask AI to suggest or rate
Review every suggestion and retain professional responsibility
Save, publish and programme history
Autosaves work, publishes training/nutrition independently and keeps deleted or replaced sessions recoverable.
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How to use it
Leave Plan Studio only after Saved is shown
Publish the ready section
Restore or permanently delete items from Previous programme versions
Session Library and imports
Creates reusable sessions without a client and converts PDFs/photos into editable drafts.
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How to use it
Build a blank library session or upload an existing plan
Review every extracted field
Copy it into a client programme before tailoring it
Workout mode
Records a coached session live and writes the result into the client’s journal and progress record.
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How to use it
Open the client or appointment
Choose the planned session
Record actual work, additions, coach-only notes and the client takeaway
04
APP PAGE
Calendar
Combines your working pattern, genuine device conflicts and MyElitePT bookings.
Working hours and available slots
Controls the windows prospects and clients can book.
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How to use it
Open More → Working hours
Set each day’s bookable windows
Return to Calendar to check the resulting slots
Calendar sync and manual blocks
Uses selected real events as busy time and lets you add or free blocks deliberately.
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How to use it
Connect calendars from Calendar or Settings
Review the imported busy times
Free a specific block only when you genuinely want it bookable
Consultations and client sessions
Schedules the correct appointment type from a lead/client or directly from the calendar.
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How to use it
Choose a date and appointment type
Select the person
Confirm the title, included duration and notification
Cancellation, rescheduling and credits
Applies your versioned package policy while allowing a discretionary returned credit where your terms permit.
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How to use it
Open the appointment
Choose the actual reason and outcome
Confirm the notification and credit result
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APP PAGE
Inbox
Keeps private client conversations, your moderated community and platform support separate.
Direct messages
Only your own clients appear, with a clear username and unread state.
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How to use it
Choose the client beside their name
Open View details only when you need their record
Reply in the selected thread
Community and guidelines
You set the rules and control membership for the community attached to your coaching business.
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How to use it
Write Community guidelines
Add an eligible client and let them accept
Remove messages or mute/unmute members when moderation is required
Response performance
Measures genuine client questions rather than treating every final message as needing a reply.
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How to use it
Read new messages
Reply where a response is actually needed
Do not send filler messages simply to close a metric
Support
Separates platform problems from client coaching conversations.
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How to use it
Open Support for account, payment or app issues
Describe the affected client without sharing unnecessary sensitive data
Use the relevant client thread for coaching
06
APP PAGE
More
Your public profile, commercial setup, onboarding tools, availability and account controls.
Marketplace profile and qualifications
Controls public location, headline, photo and up to five specialisms; new qualifications require evidence and approval.
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How to use it
Open Marketplace profile
Keep the headline concise and add specialisms individually
Submit qualification evidence and wait for admin approval before it appears
Business, packages and credits
Sets package totals, included monthly credits, call allowances, nutrition and the booking terms each buyer accepts.
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How to use it
Open Business & pricing
Review the live FairScale quote and optional AI Toolkit
Save each package and check the client-facing total
Secure payouts and cash payments
Connects Stripe for client payments and payouts. Your linked backup card is visible in Business.
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How to use it
Complete Stripe setup during onboarding
Add a backup card before accepting client payments; owner accounts are exempt
Record any cash payment against the correct client
Promotional campaigns
Creates time-limited package offers or discount codes.
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How to use it
Choose the package and discount
Set the valid dates or code
Review the reduced package proceeds before going live
PT code, QR and client migration
Brings direct leads and existing clients into the correct coach-linked journey.
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How to use it
Download your QR or share the PT code
Open Move clients to MyElitePT and choose their active package
Optionally preload a Session Library session, then send their secure intake invitation
Holiday mode
Temporarily removes you from the marketplace and adjusts active plan deadlines without becoming a loophole.
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How to use it
Set the away and return dates
Turn Holiday mode on before leaving
Turn it off early if you return and resume coaching sooner
Settings, tutorial, support and account
Controls appearance, integrations, notifications, help and permanent account deletion.
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How to use it
Open the relevant More item
Wait for Saved or the updated status
Read irreversible consequences before deleting an account
READY WHEN YOU ARE
Ready to put the workflow into practice?
Open your dashboard and start with the first genuine Action Centre item.