Choose your booking type
Suggested reservation type: Appointments. Every client trains one-to-one on a booked time, session packs are the main product, and Google Calendar sync keeps the diary in one place — appointments, not a class timetable.
Set it under Settings → Configuration → Reservation type: tick Appointments and leave the other boxes off. The choice is saved for the selected location.
Create your services
Start with these:
- PT session - 60 min — 60 minutes, price 1500
- Semi-private (2) — 60 minutes, price 1000
Both are appointment services with no buffers — sessions run back to back.
An appointment service is a class with Open for appointments switched on, edited at /admin/appointments/classes/:classId. In its Settings pill start from: default duration 60 minutes, Time frame 30 min, Buffer time - Open 0 min, Buffer time - Close 0 min, and Working Hours matching your opening hours. Connect staff to the service at /admin/appointments/connect and set each person's hours at /admin/appointments/instructors/:customerId.
Set the booking flow
Under /admin/appointments/settings → Booking flow, order the steps Instructors → Classes → Date:
- Instructors: Enabled + Required
- Classes: Enabled + Required
- Date: Enabled + Required
The trainer comes first and is required because each client trains with one coach; the session type is then required so a semi-private is never booked into a one-to-one slot.
Passes and payment
Create these under /admin/passes (a visit pack is a number of visits plus validity days; a membership is a duration):
- 10-session pack — visit pack, 10 visits, valid 120 days, price 13500
- Monthly unlimited — membership, 30 days, price 9000
Sell the pack for goal-based clients and the unlimited for those training several times a week; take payment online when the pack is bought.
Cancellation window: under Settings → Reservation allow customer cancellation with a cutoff of 12 hours before the start (the field takes minutes, so enter 720).
Deposits: with Payment Methods & Receipts on, a deposit can be collected at booking as described above.
Customers and features
Dependents: Dependents stay off — each client books under their own account.
Custom features to switch on at /admin/custom-features (each uses a feature point):
- Courses & Class Series — sells a fixed block of sessions as one course.
- Branded Booking Website — gives new leads a page to book a first session.
- Integrations — syncs every session to your Google Calendar.
- Payment Methods & Receipts — takes pack payments without chasing transfers.
Worked examples for this business: Equipment for a Personal Trainer (Equipment → Items) and Appointment add-ons for a Personal Trainer (Appointments → Addons).
Do it with the assistant
The admin AI assistant reads this playbook and can set the business type, create services and classes, passes, link instructors, set working hours, buffers and the time frame, and enable features — every change is shown for approval before it is saved. Try:
- “Create a PT session - 60 min service, 60 minutes, 1500, no buffers.”
- “Add a 10-session pack: 10 visits, 120 days, 13500, and a Monthly unlimited membership for 30 days at 9000.”
- “Make the Instructors step the first required step in the booking flow.”
