From your schedule to clearer business records.

1. 1

   Choose how you schedule

   You

   Connect 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.

   Maria's session

   Maria trains on Tuesday mornings. Keep those sessions in your connected calendar, or create her recurring schedule in TrainerSuite.

   Go deeper: Calendar sync, explained
2. 2

   Connect sessions with client records

   YouTrainerSuite

   Add 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. 3

   Review the outcome and charge choice

   You

   A 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.

   Maria's session

   After Maria trains, record the completed session and its charge choice. Her session record and package balance reflect what happened.

   Go deeper: Packages and session tracking
4. 4

   Request payment and manage follow-ups

   YouTrainerSuite

   Send 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.

   Maria'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.

   Go deeper: Send a payment request
5. 5

   Keep the client informed and the records clear

   You

   Invite 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.

   Maria'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.

   Go deeper: Client cancellations and reschedules

Want the full picture?

Each piece of the lifecycle has its own plain-language explanation.