Setting up and using your Personal Training Packs is a 4 step process:
- Creating Personal Training Pack
- Inputing your Coaches' Personal Coaching Rate
- Scheduling Personal Training Session
- Viewing Coached Classes (Payroll) Report
Creating Personal Training Pack
PT packs are set up by navigating to your Store tab > Add Personal Training Pack > Fill out the appropriate information and Save. Once you've completed these steps, if you go to your Store, you will now see the Personal Training Pack you just created!
Inputing your Coaches' Personal Coaching Rate
Each coach has their personal training rate which you can set on their profile. Just go to the Staff Info > Edit Staff Details > Change their One-on-One Coaching Fee + Percentage of Fee Paid to Coach. This will adjust how much your coach charges for a personal training session, as well as how much of that they will actually receive.
Scheduling Personal Training Session
To schedule a client or member for personal training, start by clicking Staff > Schedule Personal Coaching > Fill out the required fields for the date/time/coach/member.
You have the option to bill them immediately, leave the session to be billed at a later time, or if they have an existing PT pack on their account you can pull a session from there!
If you chose to leave the session to be billed at a later date, it will appear in blue on your personal coaching calendar which you can locate on your main Triib Dashboard! Sessions that have been billed will appear in green.
To mark a session as complete, click into the Personal Training session on the calendar. You will then see the following screen:
This is where you can either charge their account, use a session from their PT pack, or mark as "Paid Cash." If someone 'No-Shows' you can delete the session.
Coached Classes (Payroll) Report
Located under Income Reports, at the very bottom of the tab, is your Coached Classes (Payroll) Report. This report gives the admin an overview of all their coaches, how many classes they've coached in a selected date range, and how much they've made from these classes.
IMPORTANT: This is only a report showing information regarding coaches pay and coached classes, Triib cannot process payroll for your coaches