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30 vs 10 - Share a Template with all of your Currently Active Clients in Under 30 Seconds

July 6, 2023
Tim Saye

Personal Trainer Software

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This video series shows you important coaching tasks that take 30 seconds using PT Distinction but 10 minutes or more using other personal trainer software.

Episode 6 shows how to share a template with all of your currently active clients while not sharing it with any former clients... In under 30 seconds.

Transcript of video

Welcome to the next in our series of 30 versus 10 videos where we show you something in 30 seconds or less using PT Distinction that will take You. you ten minutes or more, if it's even possible, using other personal training software.

In this video, we're going to look at sharing a template with all of your currently active clients without giving it to any of your inactive clients.

You might come back later to find a stray workout or a stray coaching document or something like that in their account that they don't expect.

To do that, all you have to do is come down to your template, go to the three dots next to it, and then go to Copy to Clients or Group, type in Active Clients and choose All Active Clients, then hit Save.

That is now done. You can schedule that out for all of your active clients if you wish to, but you don't have to.

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