Guide
How to use the site
Ten short sections, in the order they make sense to learn. Each one is a single screen, so it works as a walkthrough or as a script for a short training video.
01
Sign in and roles
Admin login- —Clients sign in at Client Login and land in My Portal.
- —You sign in through Admin and land in the staff console.
- —Owner access is granted once, from Admin → Roles.
02
Editing site copy
Content- —Pick a section tab: Services, Group Training, Concierge Packages, Digital Programs, Add-Ons.
- —Change a title, price, description or bullet points, then press Save card.
- —Press Most Popular on any card to move the badge; Clear badge removes it.
- —Uncheck Published to hide a card without deleting it. Drag cards to reorder.
03
Granting trainer access
Admin- —Find the person by email, then grant Coach access.
- —Coach access can manage schedule, clients and content — not roles.
04
Posting availability
Calendar → Availability- —Pick a day on the month grid.
- —Set start and end time, session type, location and how many spots.
- —Use Repeat weekly to post the same time for several weeks at once.
- —Tick Block time when you're training someone else — clients see Busy, no details.
05
Booking clients in
Calendar → day list- —Click a day, then use the dropdown on a slot to book a client into it.
- —Cancel removes that booking and frees the spot.
- —Remove deletes the whole time slot.
06
Client roster
Clients- —Add a new client with name, email and phone.
- —Clients who signed up online appear automatically once they book.
07
Intake and PAR-Q review
Staff console- —Open a submission to read goals, history and PAR-Q answers.
- —Every view and update is written to the audit log.
08
Before and after photos
Showcase- —Upload before and after images; crop to the 3:4 frame.
- —Add the program, timeframe and result, then drag cards into the order you want.
09
Testimonials
Showcase → Testimonials- —New reviews arrive as Pending and stay hidden.
- —Approve to publish, or reject to keep it off the site.
10
What a client sees
My Portal- —Onboarding questionnaire with PAR-Q and waiver.
- —A month calendar showing open times, their own sessions and busy days.
- —Booking and cancelling their own sessions only — never other clients' names.