How to Book a Personal Trainer for a Client

February 04, 2021 13:46

This article will take you through;

Setting up a Trainer Appointment Schedule
How to book a Personal Trainer for a client
Next steps and additional support

Setting up a Trainer Appointment Schedule

In order to book a personal trainer appointment for a client, you must first set up a trainer appointment schedule. Appointments are periods of time created in the schedule of a 'Trainer' or a 'Facility' which can be booked by a client.

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

From the Glofox dashboard, click the Manage icon
Then, click on the 'Trainers' tab
Click 'Edit' on the Trainer you want to set up a schedule for
On the 'Details' tab, scroll down to the toggle reading 'Bookable', toggle this to on. It is blue when it is on.
A 'Schedule' tab will now appear beside the 'Details' tab
Click on the 'Schedule' tab
Enter a 'Session Duration'
Select the days and time when this trainer will be available
Click 'Save'

Please note:

Trainers can only have one length for all slots. For example, if you enter 60 as the 'Session Duration', all appointments for this trainer will be for 60 minutes.
Only Admins/Super Admins can create a Trainer Schedule. Trainers can make edits to individual sessions via the calendar.

How to book a Personal Trainer for a client

Booking a client into a class on Glofox is very easy and there are a number of different ways you can do this:

From the Glofox Dashboard

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

From the Glofox Dashboard homepage, click 'Calendar'
On the left-hand side of the screen, under 'Filter by Trainer', enable the 'Display Non-Booked' filter
On the calendar, select the trainer slot you wish to book
Click '+ Book Member'
In the search field, enter the name of the client you would like to book an appointment for
Click 'Book for this Client +' beside the client's name
Confirm that payment details are correct
Click the “Proceed with Transaction” button.

Using Global Search

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

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

From Glofox Pro

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

From the Glofox Pro' app, click the 'Schedule' tab
Click on the 'Event' you wish to book your client in for
Toggle the filter to view non-booked appointments (They are set to 'classes and courses' by default)
Select the appointment you want to book your client in for
Select your client
Click 'Book'

Next steps and additional support

If you’d like to learn about Classes, Courses, and Appointments in Glofox, you can check out our resources below.

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