How to create a paid appointment type (for tracking PT sessions)

 

Appointments types will allow you to categorize your appointments and create different types such as an initial consultation, weekly coaching call or check in, PT sessions with or without video depending on if the appointment is in person or remote. To learn the basics of Appointment types, click here.

 

This article will go over how to specifically create an appointment type that allows the trainer to then sell that appointment in Trainerize Pay. For example, you could create an appointment type  called "30 minute PT" and then sell a session pack of 10 of these 30 minute PT sessions. In order to sell those sessions in a package and then schedule them out in your client's calendar, you first need to create that appointment type. So let's begin! 

 

*Please note, in order to create and sell paid appointments, you must be using Trainerize Pay. Get Started and go live with Trainerize Pay here. 

 

 

1. On the web, go to Settings and then Appointment Types.

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2. Click +NEW at the top of the page. 

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3. In the pop-up dialogue, the most important step is to select Require session credit. This is what differentiates paid appointments from unpaid ones and allows you to sell them in the software. The rest of the information is straight forward:

  • Name and duration (clients will see this info)
  • Choose "1 on 1" or "Group" based on whether it's a one on one session or group training (2 or more) 
  • Select "Video call" if the appointment isn't going to be in person. This allows the video calling option to appear on the day of the appointment in the client's calendar.
    • PS Group video calling is coming soon! Stay tuned! 

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Please note:

  • Although the "Require session credit" option is visible to everyone, paid appointments and session tracking is only available to Trainerize Pay users.
  • Once you select "Require session credit" and click ADD, you cannot go back and unselect it. You must create a new appointment type 

 

 

 


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