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Bookings & SchedulingSession Planning

Session Planning

Plan workouts for your clients in advance with custom plans and reusable templates.

Overview

Session planning helps you:

  • Prepare workouts before sessions
  • Track what clients have done
  • Provide consistent programming
  • Reuse successful plans with templates

Creating a plan

For complete control, create plans yourself:

Open the Booking

Navigate to the booking.

Click Create Plan

Find the Create Plan button.

Build the Workout

Add exercises to each section:

  1. Warm-up exercises
  2. Main workout exercises
  3. Cool-down exercises

Enter Details

For each exercise, specify:

  • Name
  • Sets and reps (or duration)
  • Weight/intensity (optional)
  • Rest periods
  • Notes

Save

Save the plan to attach it to the booking.

Adding Exercises

For each exercise, you can specify:

FieldDescriptionExample
Exercise NameWhat exercise”Barbell Squat”
SetsNumber of sets4
RepsReps per set8
WeightLoad to use”60kg” or “RPE 7”
RestRest between sets90 seconds
NotesForm cues, modifications”Focus on depth”

Viewing Plans

Before the Session

  • Open the booking
  • Review the plan
  • Make any last-minute adjustments
  • Print if needed (or view on phone)

During the Session

  • View on tablet or phone
  • Check off completed exercises
  • Note actual weights/reps used

After the Session

  • Add notes about what actually happened
  • Record any modifications made
  • Note progress for next time

Plan Templates

Save time with templates:

Creating a Template

  1. Create a plan you like
  2. Click Save as Template
  3. Give it a name
  4. Use it for future sessions

Using a Template

  1. Create new plan
  2. Click From Template
  3. Select your template
  4. Modify as needed for this client

Integration with Client Data

Plans automatically consider:

  • PAR-Q Restrictions - Exercises flagged in health forms
  • Trainer Notes - Your notes about modifications
  • Past Sessions - What they’ve done before

Always review the client’s PAR-Q restrictions and adapt the plan appropriately.

Printing Plans

Need a paper copy?

  1. Open the plan
  2. Click Print or Export
  3. Choose format (PDF)
  4. Print the document

Plan History

All plans are saved:

  • View past workout plans
  • See progression over time
  • Reference what worked well
  • Avoid repeating recent workouts

Tips for Effective Planning

Be Prepared

  • Plan at least a day before
  • Review client’s recent sessions
  • Consider their current energy/stress

Stay Flexible

  • Plans are guides, not scripts
  • Adjust based on how client feels
  • Progressions aren’t always linear

Document Changes

  • Note what you actually did
  • Record why you deviated
  • Use for future planning
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