Help/Personal Coach/My day and Clients
My day and Clients
My day is the one screen to open in the morning: your sessions in order, where to go, and what you noted last time. Clients is everyone you train, with their packs, their sessions and your notes.
Screenshots use a fictional business and figures.
My day
Press My day in the sidebar. It opens on today. Use the arrows or the date to see another day, and Today to come back.
Each session shows the time, the client, the service and where. A home visit shows their address and a Map ↗ link that opens Google Maps.
Beside each is how it is paid: the pack it comes from, Paid with the amount, or Waiting for payment. A weekly slot is marked Weekly.
Under the client is Last note, the latest thing you wrote on them, so you walk in knowing about the sore knee.
At the top, notes tell you when a weekly slot request or a pack payment is waiting for you. An open class shows how many are booked, with Open the register.
Done, Didn’t come, WhatsApp
- Done when the session has happened.
- Didn’t come for a no-show. For a session from a pack, your rule decides whether they lose it or get it back.
- Undo if you tapped the wrong one.
- WhatsApp opens a message to the client, for “running five minutes late”.
- Details opens the full booking, to move or cancel it.
Clients
Press Clients. Everyone who booked on your page or bought a pack is here. Type in the search box to find one.
Open a client to see how many sessions they have had, any no-shows, what they have spent and when you last saw them.
Under Packs: each pack, how many are left and when it ends, with Book a session, More time and Refund unused. A pack waiting for payment has Money received and Paid in cash.
Under Sessions: every session, coming and past, how it was paid, and whether it is part of a weekly slot. Next to a coming session from a pack is Every week, to start a weekly slot.
After a no-show or a late cancel on a pack, press Give the session back or Count it as used to change the outcome for this one time.
At the top of a client are Sell a pack (see selling in person), Book a session and WhatsApp.
Private notes
Open the client. Under Notes, type what you want to remember: injuries, goals, what you worked on, the colour you used.
Press Save note. It is dated, and the latest one shows on My day next time you see them.
Notes are private: only you and your team see them, never the client. They are kept on the client’s contact, so they are there in CRM too.
Questions
Where are the calendar and the list of all bookings?
Under Diary in the sidebar: Calendar and Appointments, as they were in Bookings. See Take and manage bookings.
Does Done move money into my income?
A session from a pack moves its share into income once it happens. A session paid on its own was already counted when you confirmed the payment.