PT Dashboard

PT Dashboard shows personal-training demand, trainer utilization, upcoming PT work, session balances, and service follow-through so trainers and managers can prevent missed revenue and missed sessions.

What this page is for

Who should use it

Owner, manager, PT lead, trainers

Where to find it

/dashboard/pt

Before you start

PT session balance should come from POS sale of PT pack/add-on and Schedule appointment consumption, not from spreadsheets.
Trainer utilization depends on appointments being booked with the correct trainer, category, start/end time, attendance, no-show, and cancellation state.
Low balance and no-show patterns should create follow-up tasks or sales opportunities when the member needs renewal or service intervention.
Use the dashboard to spot issues, then open Schedule or Person Profile for the actual correction.

Daily workflow

PT lead reviews today and tomorrow appointments, trainer load, low balances, and no-shows.
Trainer opens relevant profile before session to check medical history, pinned notes, and session balance.
After each session, mark attended, no-show, late cancel, or regular cancel in Schedule so balances and reports remain correct.

Watch out

Do not manually add or subtract PT sessions to make the dashboard match expectation. Fix the sale, booking, cancellation, or attendance record that caused the mismatch.

Use the left menu to open related pages in Integrations.
Use Ask Docs for questions that are already covered in this public documentation.