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How to Automate a Daily Schedule Reminder to your Clients

September 28, 2018
Tim Saye

Personal Trainer Software

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Using our personal trainer software you can send your clients an email reminder at the beginning of each day letting them know everything they have scheduled for that day. Better still you can automate it's daily delivery to all of your clients in just a couple of minutes.

This means you can relax in the knowledge your clients will all know exactly what they need to do each day to get amazing results, even if they're logging in via your web portal and not using your app.

The 3 minute video shows how to automate a daily schedule reminder to all of your clients in just a couple of minutes.

Great communication is one of the very important factors in building a successful online training business. This is a service many clients seem to appreciate.

Video Transcript

This week, our feature Spotlight looks at the latest update to the team's area. If you're a trainer who runs a team of trainers using PT Distinction or using personal training software, then this is a good video for you.

Just a couple of little updates that I want to show you. There's a new area to go to, to access your account and to access your team. Just go over and hover over your photo at the top or your profile image at the top.

This will give you your account and account settings and it will also list your team members. So if you click on any of your team members, you can flick straight into their account and you can see what everything looks like to them in their account and go through all the details in their account, their clients, their training and everything else.

Just coming up to the same area. You can flick back to another trainer's account, have a look at everything as them or go back into your own account which will always be at the top.

From the same area, you can access your team, which takes you into the team's dashboard where you can see your team, you can add members, can remove trainers from the team, or can view any of them and see how many clients they all have.

You can also flick through and see your clients, all of the clients shared by the team, and you can see any of the resources that are shared between you and your team. So you can look through all of those from inside the team area. Let's go back into your normal dashboard.

Just click on dashboard and you're right back into your normal training dashboard.

So it's just a nice little improvement to make it even easier to run your team, to flick through all of your team members and have a look at what their accounts look like and what their training looks like, and then to manage the team from one small little area.

Thank you for watching. Let us know in the comments what else you'd like to see. And don't forget to follow us for more videos like this or head over to our website to start your free trial today.

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