Help
Guides
Short, step-by-step guides to every part of TrainerStack. Each one ends with what to check when something is not working. The same guides are inside the dashboard under Help.
Setup
Branding, your enquiry form, the booking page and payments.
- Set up your defaults and brandingSession defaults, cancellation policy, timezone, and the logo and colours every client-facing page uses.
- Share your enquiry formFind your public enquiry link, put it where prospects will see it, and edit the questions.
- Set up your booking pageLet prospects book a free consultation straight into your calendar, with reminders sent for you.
- Connect Stripe to take paymentsLink a Stripe account so clients can pay for sessions, packs and subscriptions online, and what each status means.
Leads
From enquiry to client, with lead magnets, lists and automations.
- Work a lead from enquiry to clientOpen a lead, send the PAR-Q, record the consultation, keep notes, and convert them with a plan.
- Lead magnets and listsOffer a free guide or calorie calculator in exchange for an email, and group the leads it brings in.
- Email automationsBuild email sequences that start on their own, with waits and branches, and send them as you.
- Set up your link pageOne link for your Instagram or TikTok bio, with a card for each place you want prospects to go.
- Make a testimonial pageA page of client results, with a video from you and a button to book, to warm a prospect up before a call.
Clients
Adding clients and getting them into the app.
- Add a client and invite them to the appCreate a client with their plan, then send the invite that gets them into the TrainerStack client app.
- Set up client onboardingBuild a flow that asks new clients the intake questions, collects starting photos, sets their daily tasks and check-in, opens Vault folders and messages them over their first days.
- When a client cannot sign inEvery reason an invite or login fails, in the order to check them.
- Terms and conditions clients signWrite your terms for each way you work, publish a version, and send it to a client to sign with a typed name and a drawn signature.
Coaching
Programs, nutrition and check-ins.
- Build and assign a training programCreate a template, build the blocks, copy it to a client, and push it live in their app.
- Set macro targets and build a meal planCalculate a client's calories and macros, record their allergens, and build their first plan.
- Meal options, rest days and auto-splitGive a meal two or three choices, build a separate rest-day plan, and let the builder split the day's targets across meals.
- Meal plan templatesBuild a generic plan once with its own targets, then give any client their own copy.
- Recipes and custom foodsSave the meals you prescribe again and again as recipes, and add any food the library is missing.
- Create and review check-insSet up a recurring check-in for a client, see what they submit, and leave feedback they can read.
Running the week
Sessions, packs, subscriptions and payments.