Your first client

Add a client from the dashboard

• Tap Add client (blue button)
• Fill in name and email. The email address becomes the client's username and cannot be changed by you later; make sure it is correct
• Optionally choose a product straight away, if you have already agreed on a purchase, or "No product". You also see information about the product’s validity and renewal.

Choose the language for system emails

• The language controls the emails the client receives when the account is created, and the language in the app
• The client first gets an email with a one-time code that confirms the email address
• Then the client gets the information needed to create an account and password
• Choose between Norwegian, English and Swedish

Choose a payment method

• Payment in the system (Stripe): The client logs in, selects a card or Klarna, accepts the terms and clicks Accept
• Manual payment outside the system: Invoice, Vipps or other. You handle the payment yourself and mark it as paid in PT Pro. The client must still accept the product and the terms

The product becomes active once the client has accepted; this may take a few minutes. See Sell your products.

Send an onboarding email (optional)

Activated when the client is created, if you have set up an onboarding email under Settings → Branding and landing page.

Get the client started

• Go to the client card and create a training programme and, if needed, a meal plan, from a template or from scratch. If the product includes a programme or meal plan, they are already assigned to the client
• Set the programme and meal plan as active with a start and end date. The client only sees active plans in the app
• The client downloads the app (App Store or Google Play) and logs in with the details from the email
• The client then sees the programmes you have added

Alternative: convert a lead to a client

• Create or select a lead and tap Convert to client
• After that, the same process follows with product, language and payment