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Getting Started
Setup the basics
Account & billing
Manage your account
Troubleshooting
FAQ and known issues
Training
Programs, Workouts, Exercises and Master Libraries
Nutrition
Goals, Meal Planning & Tracking Compliance
Goals & Habits
Set and track client lifestyle goals and habits
Managing Clients
Train online and in-person clients more effectively
Engaging Clients
Messaging and building digital communities
Team Access
Trainers, locations and club controls
Frequently Asked Questions
- How do I add clients and send them workouts?
- How do I setup a client's calendar?
- How to Measure Client Engagement and Compliance
- How does a client connect MyFitnessPal to Trainerize?
- How do I get a custom branded app?
- What are the Transaction Fees and Available Countries for Trainerize Pay
- How do I upgrade or downgrade my plan?
Known Issues
Connect with us!
Getting Started
Getting Started
- How to Integrate your Website with Trainerize
- What is Trainerize? + Getting Started Overview
- How do I set up the basics?
- Signing into your Trainerize site (Trainer)
- How do my clients login to Trainerize?
- I forgot my password, how can I retrieve it?
Trainerize.me
- How do I fill out my Trainerize.me profile?
- How and where do I create my "Why Train With Me" video?
- How do I enable/disable my Trainerize.me profile?
- How do I submit a blog article on Trainerize.me?
- What are the guidelines for submitting articles to Trainerize.me?
- How do I use Trainerize.me to market myself?
Success Center - Marketing Material
Personalize Your App Experience
Account and Billing
General Billing
- How do I upgrade to a higher plan?
- How do I update the billing information in my account?
- Do I need a credit card to sign up for the 30 Day Trial?
- How do I downgrade my paid plan to a lower plan?
- How do I apply a coupon code to my Trainerize account?
- How do I cancel my subscription (from paid to a Free plan)
Add-On Subscriptions
Account
- How to manage e-signing of waivers and PAR-Q forms and documents with clients?
- Trainerize and HIPAA
- How to change your Trainerize Web Address (Trainerize URL)
- Setting Up Email Notifications
- Keeping Your Account Secure
- How to Restrict Adding and Editing Client and Trainer Information
Referral Program
FAQ and Troubleshooting
Known Issues
Frequently Asked Questions
- Beta Testing - Where and How to Get Started
- How to submit a feature request, idea and suggestion?
- What does the client see on the mobile app?
- How can trainers train themselves as a client too?
- System requirements for using Trainerize
- Is Trainerize offered in other languages?
Troubleshooting the Mobile App
Upcoming Product Changes
Training - Programs, Workouts, Exercises
Delivering Training
- How to set up Skype and Trainerize for delivering online workouts and PT sessions
- How to set up Zoom and Trainerize for delivering Online Workouts, PT Sessions and at-home Classes
- How to create a client's virtual PT schedule with Trainerize and Zoom
- How to create a library of at-home Fitness/Yoga/Studio Classes for your gym members and PT clients
Programs
- Managing client calendar visibility (individual and company wide)
- What is a phased Program? How do I build a phased program?
- How to Access Pre-built Workouts and Programs in the Trainerize Content Libraries
- How Do I Subscribe a Client to a Program?
- How do I setup a client's custom calendar? (beta)
- How to Edit Site-Wide Auto-Messages
Workouts
- How To Import Master Workouts on the Mobile App
- How to Schedule Workouts and Cardio Activities for Clients on the Mobile App
- Workout Duration for Regular and Circuit Workouts
- How can clients filter their program workouts?
- What types of workouts can I create?
- How to Create a Workout
On-demand Video Workouts
- How to add closed captions to On-demand Video Workouts
- Step-by-step guide to creating video workouts
- How to create a video workout content strategy
- Tips for creating killer video workouts and classes
- How to price and charge for your on-demand video workouts
- How to sell and market your on-demand video workouts and classes
Exercises
Master Programs
Master Workouts
Nutrition
Nutrition Goals
Meal Plans
Tracking Meals
Creating Custom Meals
Monitoring Nutrition and Compliance
FAQ
Goals and Habits
Goals
Habits
Master Habits
Managing and Monitoring Clients
Client management
- Setting up client permissions based on client type
- How to Configure the Mobile App Layout by Client Type
- What are Client Types and How to Change Them
- How to export client lists to a CSV file
- How To Add Clients To Trainerize
- How to bulk import client lists into Trainerize
Monitoring client compliance
Messaging, Engaging Clients and Building Digital Communities
Real-time and Automated Messaging
Building Digital Communities and Groups
- Tools to help you manage your Groups
- Boost Client Engagement with Groups
- Best Practices for Small, Medium and Large Group Sizes
- Attaching Master Programs to Groups
- About Group Settings
- Group Leader Permissions
Resources for your clients
Team and Business-Level Controls
Managing Locations
Managing trainers
Business-Level Settings
Selling Digital Fitness
Selling, Marketing and Getting Clients
- How to Get Online Fitness Clients (By Jonathan Goodman)
- Social Media: Promoting Your Products on Instagram
- Social Media: Creating a Facebook Catalog to sell your products
- Social Media: How to market your Trainerize products with Facebook ads
- Social Media: Tracking traffic and ad conversions with a Facebook pixel
- Website: Adding Trainerize Pay products to your Squarespace website
Payments
Getting Started
Building Your Products
- How To Create A Free Product
- What are “new client only” products?
- How to Market and Sell Product Bundles
- How to Market and Sell a Core Product + Add-ons (A.K.A. The Membership Approach)
- How to allow your clients to cancel their recurring Trainerize Pay products with self-cancellation
- Main Products vs. Add-ons
Managing Sales and Creating Discount Offers
- How to sell a product
- How to make a manual sale
- How to Offer Free App Trials With Discount Codes
- Creating Discount Codes
- Applying and removing discount codes
- Embedding discount codes in payment links
Listing and Selling Your Product
Automating content delivery and account setup
- How to upsell by sharing offers and products via messaging
- Product Automation - Automating Content Delivery and Meal Plan PDFs on Purchase of a Product
- Membership Control: how to automatically deactivate clients with expired products or failed payments
- Does a client need a core product before they can buy an add-on?
About Invoices and Transactions
Fees and Security
Switching from Trainerize Pay to connecting your Stripe account directly
FAQ and Troubleshooting on Payments
Appointments and Video Calls
Appointments
- How to create an Appointment Type
- How to edit Appointment Types (and what gets grandfathered)
- How to create a paid appointment type (for tracking PT sessions)
- How to schedule Appointments on the Web?
- How to schedule Appointments on Mobile?
- How to schedule a paid appointment for a client
Video Call Sessions
- How to create a Video & Group Call appointment types (Beta)
- How does pricing work for Trainerize Video Call Sessions
- What are Video Call sessions?
- Step-by-step guide to setting up a Video Call session
- How to charge for your 1-1 video call sessions
- How to market your 1-1 video call sessions
Client Self-Booking
- How to allow clients to self-book 1-on-1 PT sessions and coaching calls in Trainerize
- Creating appointments that allow for self-booking by clients
- Setting your calendar availability for client self-booking
- What are the four types of calendar availability trainers can set for client self-booking?
- What is a booking window limit and how to set it
- How do clients self-book one on one appointments?
Custom Branded Apps
Custom Branded Mobile App
Custom Branded Mobile App - Pro
- Pro Custom Branded App: What's included?
- Pro Custom Branded App: How do I get one?
- Pro Custom Branded App: How to submit my request?
- Pro Custom Branded App - Preparing assets for your app
- Pro Custom Branded App: My app is ready. How do I download it?
- Pro Custom Branded App: Frequently Asked Questions
Custom Branded Mobile App - Studio/Enterprise
- Studio/Enterprise Custom Branded App - Requirements and Process
- Studio/Enterprise Custom Branded App - Frequently Asked Questions
- Studio/Enterprise Custom Branded App: Required Assets
- Studio/Enterprise Custom Branded App: Apple Developer Account
- Studio/Enterprise Custom Branded App: Apple API Key
- Studio/Enterprise Custom Branded App: How to add us to Apple Developer Account
Add-ons and Integrations
MINDBODY
- Where and How to Set Up the MINDBODY Integration for Trainerize
- How to Sync Contracts from MINDBODY to Trainerize
- How to Sync Appointments from MINDBODY to Trainerize
- How to manually import clients from MINDBODY to Trainerize
- Membership Controls in MINDBODY
- How to Set Up Automation for MINDBODY Contracts Synced to Trainerize
ABC Fitness Solutions
- How to Sync ABC Fitness Solutions Recurring Services and Memberships to Trainerize
- How to Set Up Automation for ABC Memberships and Recurring Services Synced to Trainerize
- Connecting DataTrak to Trainerize
- Configuring DataTrak for digital sales in Trainerize
- Known ABC Fitness Solutions Issues We Are Currently Working On
MyFitnessPal
- ★ Troubleshooting: I cannot see my client's MyFitnessPal meal diary with all specific food
- How to manually sync data from MyFitnessPal into Trainerize
- How does a client connect MyFitnessPal to Trainerize?
- How to Monitor Client Nutrition with MyFitnessPal
- I'm Having Trouble with MyFitnessPal Syncing My Meals: Troubleshooting for Clients
- Myfitnesspal: Diary sharing and seeing the details of your clients meals
Apple Health and Apple Watch
- Appointments on the Apple Watch (Clients)
- Appointments on the Apple Watch (Trainers)
- What Cardio Activities can be tracked through the Apple Watch?
- How can clients sync wearable data from their Apple Watch?
- How to customize your Apple Watch face with complications (for clients)
- How to invite clients to connect their Apple Watch & what syncs
InBody
Garmin
Fitbit
Withings
Zapier App Automation
- What is Zapier and why should I use it?
- How do I connect to Zapier?
- Shared Zaps - what are they and where can I find them?
- How do I use Shared Zaps?
- When creating a custom Zap what actions and triggers are available for Trainerize?
- What are the recommended integrations with Trainerize and Zapier?
