How to Set Up Personal Training Appointments

This article will take you through; 

1. What is an Appointment?
2. Setting up an Appointment schedule
3. How to book a client into an Appointment
4. Next steps and additional support

What is an Appointment?

Appointments are periods of time created in the schedule of a 'Trainer' or a 'Facility' which can be booked by a client.

Setting up an Appointment Schedule

Creating 'Appointments' for your 'Trainers' with Glofox is easy. To create your schedule, follow the steps below;

1. From the dashboard go the the 'Manage' icon and click 'Trainers'.
2. Click 'Edit' on the Trainer you want to set up a schedule for
3. On the 'Details' tab you land on, scroll down to the toggle reading 'Bookable', toggle this on so it turns blue.
4. You will now be able to select the Price/Eligibility for the Trainer (what Price members & non members will pay to book a session with the trainer. Valid credits will override this price when booking)
5. A 'Schedule' tab will now appear beside the 'Details' tab which you can click into.
6. Choose the days, times, and length of the appointments
7. Once complete, click 'Save' 

How to book a client into an Appointment

Using Glofox Pro

Follow these steps to book a client into an appointment from the calendar view in Glofox Pro; 

1. From the 'Schedule' tab on your 'Glofox Pro' app, click on the 'Event' you wish to book your client in for 
   • Please Note: The filters will be automatically set to 'classes and courses', toggle this to view non-booked appointments
2. Once there, select the appointment you want to book your client in for
3. Select your client, and then click 'Book'

Using the dashboard

Follow these steps to book a client into an appointment from the calendar view in the Dashboard;

1. From the Dashboard, click the 'Calendar' tab
2.  Change the filters to show unbooked only
3. Select the appointment you wish to book and then select the client you want to book in
4. Confirm the payment amount and payment method 
5. Click 'Proceed with transaction' 

Using Global Search

Follow these steps to book a client into an appointment from Global Search on the Dashboard

1. From the dashboard, search for the client you want to book for in the Global Search bar in the top right
2. Select Book/Buy next to the clients name
3. Search for the Trainer you wish to book for
4. Select the 'Classes' and then the 'Appointments' tab below that
5. Select the time you wish to book for the client
6. Confirm payment amount and payment method
7. Click 'Proceed with transaction'

Next steps and additional support

For additional support, reach out to support@glofox.com, and we will be happy to assist you.