Step 2: Build a Product

Products are the unique fitness (and nutrition) services you want to sell. You can build as many as you like and all of them can be managed from the Products page in Payments. There are basic details you must complete in order to create a product with the option to add powerful automation actions to help you save time.

 

Step 1: Basic Details

  1. In Payments, go to the Products page.

  2. Click the Create A Product button the Products Grid toolbar.

  3. In the dialog pop-up on the Basic details tab, start building a product by adding a unique name and a detailed description:
    • This will be visible to potential clients and will help them understand what’s included in the product.
    • You can also add a product image to better market your services and entice potential clients.

  4. If you haven't set a fixed start date for the product, you can choose between two different options:
    - Date of purchase: Use this option if you do not need your product and programs to start at the same time. This starts the product immediately. You can then build a custom program, or turn on automation to auto-deliver programs along with other options.
    - Next week after purchase (Monday): This option would sync up the start date of your product and program so they always start at the beginning of the week together.

    To create a product with a fixed start date, select the "This is a bootcamp/intake product" option where you will have more options to choose a start date.

  5. Depending on how you would like to charge for your training services, you can choose from three payment methods (see the Recurring vs. One-time Upfront table below for their differences):
    • One-time upfront
    • Recurring (e.g. $100 per month until client cancels)
    • Recurring with an end-date (e.g. $100/month for a total of 4 months)

Note: Once a product has been created, the payment type cannot be changed.

Screen_Shot_2019-07-30_at_4.48.01_PM.png

 

Step 2: Setup Automation

Thanks to powerful built-in automation, you can set up a series of actions that you want to happen automatically when a client purchases a product, when that product starts and when it ends! Learn more below or watch a quick recap of all of the automation options here:

 

 

 

On purchase of first product for new clients:

These actions will trigger immediately when a new client purchases a product for the first time from your Trainerize.me page. This is useful for when the purchase date may not be the same as the product start date (e.g. pre-sales for a New Year's bootcamp). Use these actions to build a pre-start experience:

  • Set sign-in access
    • With sign-in
    • No sign-in
  • Set messaging option
    • One way messaging
    • Two way messaging
  • Assign to a trainer
  • Deliver content by
    • Subscribe client to a Program
    • Copy Program to a client's account
  • Join a group (up to 3)

Screen_Shot_2019-07-30_at_4.57.55_PM.png 

 

On product start date for all clients:

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. Choose from the following actions:

  • Setup sign-in access
    • With sign-in
    • No sign-in
  • Set messaging option
    • With sign-in
    • No sign-in
  • Assign to a trainer
  • Deliver content by
    • Subscribe client to a Program
    • Copy Program to a client'a account
  • Join group (up to 3)


Note: The result of these automated actions are not tied to the purchased product. If you remove the product from the client after the actions have run, the automated actions will not be undone (e.g. the client will not be unsubscribed from the program).

Screen_Shot_2019-07-30_at_4.58.42_PM.png

 

 

When the Product ends:

  • Change sign-in access
  • Change messaging option

Screen_Shot_2019-07-30_at_4.59.39_PM.png 

 

 

Automation Overlap

Automation_Overlapp.png

If you've defined actions for both purchase date automation and product start date automation, you may be wondering what will happen when someone purchases a product that starts on the same day? The two forms of automation are combined and wherever there's a conflict, the product start date automation takes precedence.

Example:

Purchase Date Automation:

  1. Assign client to Trainer Dave.
  2. Subscribe client to prep program "Basic Training".
  3. Add client to non-training group "Beginners".


Product Start Date Automation:

  1. Assign client to Trainer Jane.
  2. Subscribe client to program "30-Day Strength Challenge".


Automation End Result:

  1. Assign client to Trainer Jane.
  2. Subscribe client to program "30-Day Strength Challenge".
  3. Add client to non-training group "Beginners".

 

Since actions (1) and (2) conflicted between purchase date automation and product start date automation, the automation actions from the latter group took precedence. Since action (3) did not conflict with anything, it was kept.

 

 

Recurring vs. One-time Upfront

 

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 in days, weeks, or months

 


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