In-app Setup Guide for Getting Started

How does the Set-up Guide work?

There are three different onboarding journeys to work through:

• Basic: Build a Client's Training Program and Track their Progress
  • Ideal for trainers new to online personal training!
• Advanced: Mass Train Clients with a Master Program
  • Perfect for trainers familiar with the basics and looking to expand their coaching cohort!
• Studio: Open the Doors to Your Virtual or Hybrid Studio
  • Designed for Studio owners, managers, and those running brick-and-mortar establishments.

Each onboarding journey includes courses with steps to help trainers and staff fully utilize the platform. As you complete each course step, you will be given a walkthrough of different features using a test client named Timmy Explorer. 

How do I access the Setup Guide In-app?

The setup guide will automatically kickstart for every new trainer or trainer role (Owner, Admin, Manager, Shared and Regular trainer roles) when they join ABC Trainerize. 

Existing staff members can also access the setup guide courses or continue with the courses after exiting them via the Setup Guide tab:

• Select the Setup Guide Tab > Pick from the Available courses (we recommend starting with the first featured course below) > Hit the orange Play Button on the introduction to get started. 

 

What if I previously deleted my test client?

To complete the setup guide, you must have Timmy Explorer added as a test client. This client is automatically present when you first set up your account.

If you previously removed Timmy from your client list, you will be prompted to re-add them on the Setup Guide page before starting. 

If you don't see the option to re-add the demo client via the Setup Guide (as shown below), please sign out and back into your web account. The option will appear.

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