Getting started

Overwhelmed with PT Mate and not sure how to start? This section helps you set up and navigate the app so you can get the most out of it. If you're stuck at any point, you can explore our FAQ section to find the answers to the most commonly asked questions.

Designed by PT’s, for PT’s

The Basics

First steps

Learn about PT Mate's features and get yourself set up.

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Create your first client

Learn how to create clients and how to manage them.

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First session

Learn how to create sessions with PT Mate.

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Client Management

Managing clients

Get and overview of PT Mate's client management features.

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Assessments & progress

Learn how to create and update assessments.

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Messaging

Get an overview of in-app messaging and message templates.

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Programming & Sessions

Managing programs

Get an overview of in-app messaging and message templates.

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Create a session program

Get an overview of programming and how to make use of it in your sessions.

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Exercises

Get an overview of the exercise pool and how to create new ones.

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Creating 1:1 sessions

Learn how to create and edit 1:1 client sessions.

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Creating group sessions

Learn how to create group sessions and select attendees.

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Assigning programs to sessions

Assign your programs to your sessions or create specific workouts.

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How do I run a client session?

Learn how to create and edit 1:1 client sessions.

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Session attendance

Learn how to update session attendance so you stay on top of your clients' packs and billing.

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Session results

Get an overview of session results and how to use them to keep track of your clients' progress.

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Payments & Finance

Setting up billing

Get your self set up with Stripe and enable direct billing through the app.

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Creating products

Create packs of sessions or direct debits to charge your clients.

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Charging clients

Learn how to charge your clients for packs of sessions.

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Setting up direct debits

Learn how to set up automated recurring client payments.

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Updating your details

Update your billing and bank details within the app.

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Connected Clients

Client app

Get an overview of the client app and how to get started with it.

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Respond to a request

Connect with your clients by accepting their requests.

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Sending programs

Send your clients the programs you created so they can do them on their own.

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Melony from PT Mate

Got any questions about PT Mate?

Not sure if PT Mate covers all your needs? Schedule a free phone call with us and we'll answer any questions you have regarding the app.