How TrainerSuite works
From your schedule to clearer business records.
Keep using your calendar or schedule directly in TrainerSuite. Then connect session outcomes, package balances, payments, and client visibility around the same work.
Available on the web and in the U.S. App Store. Google Play is coming soon.
- 1
Choose how you schedule
YouConnect your Google or Apple calendar so TrainerSuite can read your training sessions. Or create one-time sessions and recurring weekly schedules directly in TrainerSuite. An external calendar is optional.
Go deeper: Calendar sync, explainedMaria's session
Maria trains on Tuesday mornings. Keep those sessions in your connected calendar, or create her recurring schedule in TrainerSuite.
- 2
Connect sessions with client records
YouTrainerSuiteAdd your clients and their package information. If you use a connected calendar, set up matching so TrainerSuite can recognize training sessions. Clearly matched events can become session records; unclear events need your attention.
Maria's session
Link Maria's calendar events to her client record so you can review the right sessions alongside her package balance.
- 3
Review the outcome and charge choice
YouA scheduled session is not automatically a completed session or a received payment. Confirm what happened and how it should be charged. Keep package balances and session history tied to those decisions.
Go deeper: Packages and credit trackingMaria's session
After Maria trains, record the completed session and its charge choice. Her session record and package balance reflect what happened.
- 4
Request payment and manage follow-ups
YouTrainerSuiteSend a payment request when it's time for the client to pay. Use connected Stripe checkout where eligible, or provide external payment instructions and confirm receipt yourself. Then let three separate tools handle the follow-up: Automatic payment requests send the next request when a client's session balance reaches your chosen threshold, Low balance alerts let clients know their sessions are running low, and Payment reminders follow up on unpaid requests. Automatic requests do not automatically charge a card.
Go deeper: Send a payment requestMaria's session
Send Maria her next package request by email, through an available app notification, or by copying the link to text her. She does not need client portal access to receive it.
- 5
Keep the client informed and the records clear
YouInvite clients to see upcoming sessions, balances, and payment requests. Set the cancellation and reschedule-request options you allow. Keep your business records clear about what's been delivered and what's been paid.
Go deeper: Client cancellations and reschedulesMaria's session
Maria can check her information through the client portal if invited. You can see her session history and distinguish earned value from money collected.
Prefer to schedule inside TrainerSuite?
Create the session there and TrainerSuite can mirror eligible TrainerSuite-created sessions to a configured writable calendar.
Earned and collected are different.
A client may pay for a package before using its sessions. The payment belongs to the date you received it; the value earned from a session belongs to the work delivered under your session rules. TrainerSuite keeps those views separate.
Collected
$900
June 3
Maria pays for her 10-pack. This is cash actually received, on the day it was received.
Earned value
$90
Tuesday, July 28
One completed session is delivered and charged. Value is attributed under your session rules on the day you earned it.
On session day, collected is $0 and earned value is $90. Both are correct, and TrainerSuite never swaps one for the other.
Want the full picture?
Each piece of the lifecycle has its own plain-language explanation.
The learn hub
The TrainerSuite mental model in plain trainer language: clients, session types, statuses, packages, and calendar sync.
Go deeperTrainer calendar workflow
How TrainerSuite works with the calendar you already trust, and the privacy boundaries around it.
Go deeperPackages and credits
How purchased sessions, used credits, remaining balances, and owed sessions stay accurate.
Go deeperFounding trainer access
Ready to run it on your own sessions?
TrainerSuite is opening carefully with independent trainers. Founding access is selective while onboarding and migration stay hands-on.