Help/Personal Coach/Set up

Set up Personal Coach

Say what clients can book, where it happens, when you are free and how you get paid. Then switch your page on and share one link. It takes about fifteen minutes.

Screenshots use a fictional business and figures.

Everything here lives in the Personal Coach sidebar, under What you offer and Setup. Most settings pages save themselves the moment you stop typing.

What you offer

  1. Go to Services and press Add a service. Give it a Name, such as “Personal training”, and fill in How long, and what it costs. Press Add another length to offer 45 and 60 minutes, each at its own price.

  2. Answer How is one booking made up? Pick One person, one session for one to one, or Several people for a private group booked by one client.

  3. Under Where it happens, tick the places this service is offered at. Tick none and it is offered everywhere.

One service, two lengths, each with its own price.

An open class on a weekly timetable, where anybody can book a place, is set up under Classes. See classes and event days.

Where you work

  1. Go to Places and press Add a place for each address clients come to: your studio, the gym you train at, a park.

  2. Switch on Going to the customer if you go to their home. They type their address when they book, and you can add a travel charge.

  3. Switch on Online sessions for video or phone sessions. How they join is shown only on the client’s own booking.

Travel time between places. In Booking rules, set If the next one is somewhere else (minutes) to how long it takes you to get across. That much time is kept free between two sessions at different places, so a client cannot book you into a session you cannot reach.

When you are free

  1. Go to Opening hours. Under A normal week, set your hours for each day, with a second block if you stop for lunch. Press Save my week.

  2. Under Days that are different, press Add a day to block a day off or a week away.

  3. In Booking rules, set the Shortest notice (hours) and How far ahead (days) clients may book.

  4. Use Google Calendar? Connect it under Google Calendar, and time you are busy there closes those hours on your page.

  1. Go to Getting paid. Pick what PayNow using is (a PayNow VPA, UEN or mobile number), type it, and type the Name on the account. Each client gets a PayNow QR with the amount and a reference already in it.

  2. Set Hold the slot for (minutes): how long a client has to pay before the time goes back on sale.

  3. If your business bank account supports it, switch on PayNow Auto-Confirm on the same page, and booking payments and pack payments confirm themselves (see Session packs).

Selling session packs? Set those up next: Session packs. The full detail of every setting on these screens is in Set up your booking page.

Switch it on and share it

  1. Go to Booking page. Choose a Link name: your link becomes smeaio.com/s/ plus that name. Add the Business name customers see and a Colour.

  2. When the checklist at the top is all ticked, turn on the switch. It changes to Booking page is live.

  3. On Overview, press Copy link for your Instagram bio and WhatsApp, or Download QR to print.

Questions

I used Bookings before. Do I need to set anything up again?

No. Bookings is now Personal Coach. Your services, places, hours, rules and payment details are all still there, and your link has not changed.

Can clients book a group session?

Yes. Set the service’s How is one booking made up? to Several people. One client books for the whole group.

Do clients need an account?

No. They book with a name and an email or mobile. To use a pack, or to move or cancel, they sign in with a six-digit code we email them.

Next: Session packs · ← Personal Coach