Products allow you to create and sell any type of fitness or coaching service- from online training packages to in-person session packs, digital memberships, and nutrition plans. Each product can be tailored to your business model and sold directly to new or existing clients.
With powerful built-in automation, you can instantly deliver programs, assign trainers, automate onboarding, and more, to save you time and create a seamless experience for your clients.
How to Create a Product
1. On your ABC Trainerize web account, navigate to the Payments tab on the left. Select Products from the menu.
2. Click the blue + Add Product button.
3. In the dialog pop-up, give your product:
- A unique name and a detailed description (both are visible to potential clients).
- A product image to visually promote your service (recommended size: 800x800 px).
4. Choose your product type from the drop-down menu:
- Main Product: A core service you are selling, such as monthly training memberships or an online coaching program.
- Add-on Product: A supplementary product sold alone or alongside a main product, such as nutrition coaching or small group training.
- Session Pack: A bundle of sessions, such as one-on-one coaching calls, that clients can schedule and redeem.
To learn more about the different types of products, visit:
5. Choose a payment type. Note that once the product is saved, Payment Type cannot be changed. Visit Making Changes to Existing Products for more details.
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- Recurring: Billed on a regular schedule until cancelled/expired (e.g., $100/month for 3 months).
- One-time: Paid once at purchase.
- Free: No payment required.
|
Recurring |
One-time Upfront |
|
|
First Payment Date |
On the start date of the product (the beginning of the first billing period) |
When the product is sold to the client |
|
Billing Period |
Can have a recurring billing period in days, weeks, or months. Payment is collected at the beginning of each billing period |
N/A |
|
Product Duration |
Renews until canceled by the trainer or can have a set duration with an end date |
A set duration of days, weeks, or months |
6. For products that clients will self-purchase, select the product start date:
- Day of purchase/after current: The Product will start immediately.
- Next Monday: The product will start on the next calendar Monday. For example, if a product is purchased on a Saturday, it will begin in 2 days. This option is ideal to sync up a Master or Client program start on a Monday.
- Fixed start date: The product will start on a selected date. This option is ideal to use with bootcamps, challenges, group training, or other services where multiple clients need to start on the same date.
Note that the above product start dates only apply to clients who are self-purchasing a product. If you are manually selling a product to a client, you will have the option to select a product start date for the manual sale. For more information on the product start date for manual sales vs client self-purchased products, visit: What Determines the Start Date for a Client's Product?
Additional Product Options
At the bottom of the product setup dialogue, there are three supplementary options to choose from:
- Sell on Trainerize.me: Listing your product on your Trainerize.me page will allow prospective clients to find and instantly buy your services.
- Allow self-cancellation: Allows clients to cancel recurring products themselves at any time. When a product is self-cancelled, it will continue until the end of the current billing cycle but will not renew. Self-cancellation is turned on for recurring products by default.
- Limit sign-up to new clients only: The product is only available to new clients. This is useful if you are running a campaign and want to recruit new clients who are not already training.
How to Set Up Product Automation
Stripe Integrated Payments includes built-in automation that lets you deliver services instantly when a client purchases or begins a product, and wraps things up automatically when the product ends. This helps save time and ensure a seamless client experience!
You can set automation for:
- When a product is purchased (new clients only)
- On the product start date
- When the product ends
Watch a quick recap of product automation in the video below:
First Purchase Automation
These actions will trigger immediately when a new client purchases a product for the first time. This is particularly useful when the purchase date is not the same as the product start date (e.g., pre-sales for a New Year's bootcamp). You can use these actions to build an onboarding flow for new clients, such as a prep program, a prep group to interact and build excitement while a client is waiting, or assign pre-start clients to a trainer responsible for the program:
First Purchase automation includes:
- Set client type (offline, full Access/2-way messaging, full Access/1-way messaging, basic)
- Assign to a trainer
- Subscribe main program
- Subscribe add-on program
- Copy to client's program
- Tag the clients
- Attach meal plan PDF
- Join group (up to 3)
Product Start Automation
These actions will trigger on the client's product start date. This is useful for automating the delivery of programs and training groups, as well as spreading the client workload across multiple trainers automatically.
Product start automation includes:
- Set client type (offline, full Access/2-way messaging, full Access/1-way messaging, basic)
- Assign to a trainer
- Subscribe main program
- Subscribe add-on program
- Copy to client's program
- Tag the clients
- Attach meal plan PDF
- Join group (up to 3)
Important: Actions are not reversed if a product is removed after automation has run. For example, a client will not be unsubscribed from a program if the product is cancelled or deleted.
Product End Automation
These actions will trigger when the product ends, either by expiring, being manually cancelled, or being automatically canceled because of payment failure. This is useful for offboarding a client and removing access to specific services.
Product end automation includes:
- Set client type (offline, full Access/2-way messaging, full Access/1-way messaging, basic)
- Unsubscribe from main program
- Unsubscribe from add-on program
- Remove from groups
- Remove meal plan PDF
- Remove the client tags
Automation Overlap
If automation is set for both first purchase and product start, and the products start on the same day it's purchased, both sets of automation will run. When there's a conflict, the product start automation takes priority. Below is an example:
First Purchase Automation:
- Assign to a trainer: Trainer Dave
- Subscribe main program: Beginner Training Program
- Join group: Beginners
Product Start Automation:
- Assign to a trainer: Trainer Jane
- Subscribe main program: 30-Day Strength Challenge
Result:
- Clients is assigned to Trainer Jane
- Client is subscribed to the "30-Day Strength Challenge" program
- Client is added to the "Beginners" group
Since there was a conflict between the first purchase and product start automation for assigning to a trainer and subscribing to a main program, the automation actions for product start take priority. The group automation did not conflict, so it was kept.
