Getting started with My PT Hub
Starting out with a new software can be a challenging learning process, that’s why we’ve created our quick-start guide to help you get your account up and running in 6 easy steps.
If you’re more of a visual learner, check out the handy step-by-step video guides below which cover the basics of how to use each feature, or watch the full Trainer Overview for a complete video rundown of how to set up your account.
Set up your account in 6 easy steps
The first step is to create your account.
1. Create your trainer account by starting your 30-day free trial (no card details are required).
2. Once you’ve signed up and completed your trainer profile, you’re ready to get started.
Get started creating your workouts by clicking the Workouts tab on your side menu.
You’ll have the option to create custom workouts from scratch, or to download (and edit) pre-made Workout templates.
Pre-made Workout templates
We’ve included a selection of pre-made Workout templates to get you started. These are designed by certified trainers and cover various fitness goals such as fat loss, muscle building and endurance. To access them:
1. Select Workouts from your account menu and add plans directly from the toolbar.
2. You can also find our full selection of pre-made templates under Resources>Templates in your account menu.
3. You can edit any of these templates including swapping out exercises, adding client notes, adjusting weights/reps etc.
Custom Workouts
Want to design your own Workouts? No problem! You can easily build unlimited custom Workout plans:
1. Go to Workouts in your account menu, then click the ‘Create workout’ button at the bottom of the page.
2. You can then name your Workout, add a description and build your Workout using the selection of Exercises using the the right-hand side menu (or add your own Custom Exercises).
3. Workouts can be assigned directly to clients, or scheduled into a multi-week Program using the Programs feature in your account menu.
What’s the difference between a Workout and a Program?
A Workout is a standalone training plan. Trainers can assign an individual Workout to a client to complete at any time or day. This is especially useful if you prefer to give your clients added flexibility.
Trainers who prefer to give clients more structure can add a Workout into a Program. Programs can span multiple weeks and be assigned to start from a specific date, or you can allow your client to choose their own start date instead. A Program can include Workouts, Nutrition plans and multiple assignments or reminders to update their measurements or progress photos.
How do I schedule a Workout for a specific day or time?
Add your Workout(s) into a Program. Assign your Program to your client from a select start date. Your client will then see what they need to complete in their ‘Today’s schedule’ area on the home screen of their mobile app. Clients can also view an overview of their assigned Program(s) in their Programs tab.
With your Workouts created, it’s time to onboard your clients.
1. To add a client, click Contacts in your account menu followed by the ‘Add contact’ button.
2. Here you’ll fill in your client details (including their email address) and hit the ‘Add contact’ button on the form.
3. Your client will then receive a unique activation link to their email address to activate their account.
1. How are my clients linked to my account?
As part of their onboarding process, clients will be prompted to download the My PT Hub mobile app (both iOS and Android compatible). Once logged in, they’ll be automatically linked to you as their trainer (without needing to search for you or your business) and will see your in-app branding and color scheme in their app.
Clients will be automatically assigned a PAR-Q form to complete upon signup. You can also add additional onboarding steps (such as signing additional waivers or filling out a goal-setting form) using the Forms feature, found in your account menu.
As their trainer, you’ll be able to control what they can and can’t access. Clients can only access content that you assign to them, or that you make available to download or purchase through your Packages area.
Absolutely. The best way to onboard multiple clients is through a Package. Simply create a free Package (see Step 6 below) and share the URL with the clients you’d like to onboard. Clients can then set up their account and profiles from their side, saving you valuable time.
Keeping track of your clients’ progress is crucial for their success and to keep your retention rates sky-high.
Here are some tips to get started tracking your client progress:
1. Start by assigning a Workout, Nutrition Plan or Program to your client. You can do this by clicking the three dots next to your chosen assignment, followed by ‘Assign to clients’.
2. Select your client (or clients) followed by ‘Update assignments’. Your client will be notified via push notification and can complete this assignment through their app.
3. Once your client has completed their assignment, you’ll receive a notification in your account. You’ll also be able to see a real-time overview of your clients’ completed assignments in your Activity Feed on your main Hub dashboard. If you want to track the progress of an individual client, you can access their ‘Client profile’ in Contacts to view their activity in isolation.
1. Can I track performance and progress across my entire client base?
Yes, absolutely. The easiest way to do this is through the Compliance feature, found under Programs. The Compliance feature will assign a High, Medium or Low ‘Compliance score’ to all clients who have been assigned a Program. Their ‘Compliance score’ will depend on how effectively they stick to their assignments; the more effectively clients stick to their assigned Program, the higher their score. Both trainers and clients will be able to see their ‘Compliance score’ for two-way accountability.
Trainers can adjust the ‘Compliance scale’ under Settings>Features>Compliance to allow clients more or less flexibility, as required.
2. What’s the best way to show my clients their progress?
Trainers can generate custom reports to show a client’s progress in the Results Tracker area. You can access this under Contacts>[Select your client]>Results Tracker. This will enable you to generate reports to show (for example) a client’s weight loss or their bench press performance over a set period of time.
Clients can also view this under Results (clients are required to log in via web browser to view this feature).
Schedule pretty packed? Keep your bookings organized with these best practice tips for managing your My PT Hub Calendar:
Sessions
To book a Session into your Calendar:
1. Click Calendar, then either click on the day you’d like to book your Session or the ‘Book activity’ button at the bottom of the page.
2. Fill out the booking details (including selecting the client you want to book in), followed by ‘Book activity’. You can opt to book in a one-off Session, or recurring Sessions, at this point.
3. Your client will be then notified of the booking via email and push notification.
4. Sessions that you book into your Calendar are private, so can only be seen by you and the client booked into your Session.
Events (Classes)
To book an Event into your Calendar:
1. Click Calendar>Events>Create event. Fill in the details to create your Event template, such as duration, total spaces, and so on. Hit ‘Save changes’ to save your template.
2. Once you’ve created your template, click Calendar.
3. Click on the Calendar day you’d like to book in your Event or the ‘Book activity’ button at the bottom of the page.
4. Once the booking form pops up, toggle the ‘Use event template?’ button to ‘ON’ and select your Event template.
5. You’ll now be able to publish your Event as a one-off or recurring class.
6. If you choose to hold your class virtually, you can include a live stream URL and passcode in your Event details. This information will only be available to those who have successfully booked into your Event.
7. Trainers can manually book clients into Events from their side. Clients can also view and book into Events from their Calendar.
Calendar – FAQs
1. What’s the difference between a Session and an Event?
Sessions
– 1-to-1 sessions (single clients only)
– Sessions can only be booked into the Calendar by trainers, not clients.
Events
– Multi-client classes, bootcamps or live-stream classes (single or multiple clients)
– Events are populated into the Calendar by trainers. Trainers can manually book clients into Events, or clients can also book into Events from their side (provided there’s availability to do so).
2. Can I allow my clients to book 1:1 training sessions from their side?
Only trainers can book Sessions into the Calendar. Trainers who want to allow clients to book 1:1 training sessions with them can do so using the Events tool. Simply create an Event (limiting total spaces to “1”) and populate your calendar with availability slots. Clients can then book into these Events through their Calendar.
3. What’s the difference between Sessions and Credits?
Sessions and Credits are the currency that clients’ use to pay to access your classes. Trainers can create Packages (see Step 6 below) which contain Sessions and/or Credits for clients to purchase. Clients can then redeem Sessions to book into 1:1 Sessions with their trainer, or redeem Credits to book into Events.
The amount you charge for Credits and Sessions is up to you. For example, you might decide to charge $50 for 1 Session and $100 for 100 Credits. You can also adjust how many Credits it costs for a client to book into different Events. For example, you might decide to charge 15 Credits for entry to a bootcamp class Event on a weekend (or when demand is higher), compared to 10 Credits for the same class on a weekday.
Easily manage your business’s finances and payments with our built-in billing tools.
Here’s how to set up payment processing in your account:
1. Click Packages in your account menu. Here, you’ll have the option to connect a Stripe account to take payment, directly from your account.
2. Connect your existing Stripe account or create a new Stripe account. Most trainers opt to connect an ‘Individual’ Stripe account, but organisations with multiple additional trainers typically opt for a ‘Company’ Stripe account. For more information, please contact our Support team at support@mypthub.net for assistance.
3. Once you’ve connected your Stripe account, you’ll be able to accept payments through the platform via Packages.
Packages are ways to “package” your training products into a purchasable format. Clients can then purchase your Packages and receive the contents of the Package into their account after making payment.
To create a Package:
1. Set up your Stripe account (as above).
2. Click Packages>Create package to create a new Package.
3. Add a description, along with assignments like Workouts, Nutrition plans and Programs, Sessions or Credits and finally pricing.
4. Note that you can create one-off or recurring payments for each Package, depending on how you prefer to charge for your services.
5. Clients can purchase Packages in the Marketplace tab of their account. You can also invite certain clients to purchase a Package in the ‘Availability’ tab within each Package.
6. Packages set to ‘Public’ can also be shared outside of the app, too! Simply click the three dots next to your Package followed by ‘Get share link’. You can then distribute the URL to your Package via email or social media, or use the ‘Text link’ or ‘Share button’ options to embed a Package onto your website.
Packages – FAQs
1. How can my clients pay for Packages?
Clients simply need a valid debit or credit card to purchase a Package; no need to create a Stripe account. When making a purchase, clients simply need to enter their card details to make a secure purchase, or use Apple Pay, Link or Google Pay shortcuts at checkout for faster transactions.
2. Can I take recurring payments?
Yes, you can. Simply select the ‘Recurring” option under the ‘Pricing’ tab inside your Package and clients will be billed automatically according to the schedule you set (e.g. weekly, monthly or annually).
3. Is a Stripe account required to take payment?
Yes, a Stripe account is required to accept payments through the app. More information about Stripe can be found here.
4. Does My PT Hub take a commission out of my sales?
Any payments taken through the My PT Hub are subject to a small transaction fee levied by Stripe (more information about Stripe fees can be found here). My PT Hub does not charge any additional fees or receive commission from your sales.
Need help?
We’re here for you! If you need assistance at any point, feel free to:
Visit our Support Center for answers to frequently asked questions and tips.
Contact Support: Reach out via live chat, email us at support@mypthub.net or book a call.
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