Assign a trainer to a member
Give a member their own trainer. The trainer then sees them under Clients in the staff app.
Selling a PT package does this for you. The trainer you pick on the package becomes the member's trainer. Use the steps below only to change it by hand — for example, a member who trains with someone without a package.
Steps
Go to Members → All Members and tap the member's row. Their page opens.
Under Personal Trainer it says Not assigned.
Tap Edit Member at the top.
Open Assigned trainer and pick the trainer.
Tap Save changes. Personal Trainer now shows the trainer's name — tap it to open the trainer's page.
The pencil on the member's row in the list opens the same form, with the same field.
Good to know
Only active trainers are in the list. A staff member whose role is not Trainer, or whose status is not Active, is left out.
One trainer per member. Picking someone else replaces the old trainer. Pick — No Trainer — to remove them.
It does not sell anything. Assigning a trainer is who looks after the member. To charge for personal training, sell them a PT package — see Sell a PT package.
The trainer sees the member straight away under Clients in the staff app, with their plan, expiry and sessions. A trainer also sees anyone holding an active PT package from them, whoever is set here.
When it doesn't work
The trainer is not in the list. Open Staff, check their role is Trainer and their status is Active.
You saved, but the member still shows Not assigned. Reload the page. If it still says so, the save failed — try again.