TrainerSuite

Give clients their packages

Make a package once. Then choose who can buy it: everyone, a few clients, or just one.

For trainers · About 3 minutes

Clients only see what they can buyA client never sees another client's packages or prices.

1

Make a package

Tap Add package. Set the sessions and the price.

More → Settings → Packages → Add package

Trainer view

The Add package sheet: Start from, Name Partner 8-Pack, Session type Personal Training, Sessions 8, Per session 60, Total 480, Who can buy it set to Everyone, and Pre-tick in payment requests.
More on this step
  • Change one of sessions, price or total and the others follow.
  • Each package is for one session type.
  • Start from copies another package's numbers, so you only change what is different.
2

Choose who can buy it

Tap Who can buy it. Pick Everyone, or Only these clients.

Add package → Who can buy it

Trainer view

The Who can buy it sheet with Only these clients chosen, 2 picked, and Amara Osei and Andre Castillo ticked in the client list.
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  • Everyone means every client, new ones too.
  • Only these clients can be one client or a few. The package then shows Only Amara, or 2 clients.
  • You can change this later. Requests you already sent keep their packages.
3

Set up many clients at once

Tap Assign packages to clients. Pick a client and tick what they can buy.

Settings → Packages → Assign packages to clients

Trainer view

The Assign packages page with Amara picked: Partner 8-Pack ticked under Packages for some clients, and three packages listed under Everyone can buy these.
More on this step
  • On a computer it is one grid, with clients down the side and packages across the top.
  • Packages for everyone are already ticked for all clients.
  • Ticking a second client onto a one client package asks first. Then both can buy it.
4

Or do it from the client

Open the client, tap Setup, and find the packages they can buy.

Clients → the client → Setup

Trainer view

Packages Amara can buy on the client's Setup page: Partner 8-Pack at $60 each for 2 clients, Plus 3 packages everyone can buy, Give Amara an existing package, and Add a package just for Amara.
More on this step
  • Give them an existing package, or add one just for this client.
  • Tap a package to make it their usual. New payments start from the usual.
  • Take it away stops it being offered. Sessions already bought do not change.

Stuck?

Can a client buy a package on their own?

Not today. You send a payment request, and your client picks from the packages you offer in it.

Where does a client see their packages?

In your payment request. A Pack menu request lists only the packages that client can buy.

What happens if I change a price?

Only new sales change. Past purchases and requests you already sent keep the price they had.

Can I delete a package?

You archive it. It stops showing for new sales, and past sales stay as they were.

What does Usual mean?

It is the package a new payment for that client starts from. Without one, it starts from their last purchase.

Next guidePayment requests

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The right packages for each client, set once.

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Part of the TrainerSuite Learn series