In this video, you'll learn how to efficiently add clients to your personal training software using PT Distinction.
Simply navigate to the "Clients" section and click on the green "Add" button.
You have the option to upload an image and enter detailed client information such as name, email address, date of birth, phone number, country of residence (optional), and gender.You can include any additional notes, choose between two-way or one-way messaging, and select the preferred time zone.
Make sure to join the PTD Ninja onboarding group by toggling the "Add to groups" option at the bottom.
By saving these details, you will automatically enroll clients into the onboarding group, which triggers a series of actions.
Clients will receive a welcome email containing links to download the app and get started, a welcome guide on using the app, and initial forms to complete upon joining.
This streamlined process ensures that clients have everything they need to begin their fitness journey effectively.
