How to Do a Quality Online Assessment Via Skype

How do you do a quality assessment over Skype? Its a pretty common question among online personal trainers.

It’s quite simple really

1. Schedule Your Skype Assessment

The first thing to do is schedule your Skype call—book a date and time that works for both you and your client.

2. Prepare the Assessment in PT Distinction

• Use PT Distinction’s drag-and-drop system to build your assessment.
• Attach the PAR-Q and any other forms you wish to include.
• Send the assessment link to your client.
• (Tip: If you reuse the same assessment, simply click “Copy” for future clients.)

3. Instruct Your Client to Review Beforehand

Ask your client to:

1. Play each assessment video once so they know what to expect (but don’t coach them yet).
2. Fill in any required forms online—these will auto-update in your records.

4. Conduct the Live Assessment via Skype

• Have the client logged into their PTD assessment while on the call.
• Share your screen or split-screen: one window for the Skype video, one for your PTD record sheet.
• For each movement:
  1. Play the video for movement #1.
  2. Ask them to perform it in front of the camera.
  3. Record results directly in PTD.

This approach saves you from clumsy camera repositioning and demoing each exercise.

5. Save and Store Results

Once you’ve recorded all movements, click Save.

Your assessment data and client-completed forms will be stored under their profile—no messy paperwork required.

6. Process Payment Instantly

At the end of the assessment (if not done already), ask your client to:

1. Go to Options → Pay Trainer in their dashboard.
2. Enter the amount owed.
   

If you’ve set up PayPal integration, funds will go straight into your account.

7. Wrap Up and Next Steps

• Let your client know when to expect their personalized programs.
• Remind them to look out for your email.
• Once the call ends, dive into building their programs in PT Distinction!

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