Getting Started
Welcome to PT Suite! This guide will help you set up your account and get your first client booked.
First-Time Setup
Complete Your Profile
- Log in to your admin panel
- Go to Settings → Business Details
- Add your business name and contact information
- Upload your logo
Create Session Types
- Go to Settings → Session Types
- Add your services (e.g., “1-on-1 PT”, “Group Class”)
- Set duration and pricing for each
Connect Payments
- Go to Settings → Payments
- Click Connect with Stripe
- Complete the Stripe onboarding process
- You’re ready to accept payments!
Adding Your First Client
Create the Client
- Go to Clients in the sidebar
- Click Add Client
- Enter their name and email
- Save
Send PARQ Form
- Open the client’s profile
- Click Request PARQ
- Client receives an email to complete their health form
Book a Session
- Go to Calendar
- Click on an available time
- Select the client and session type
- Confirm the booking
Customising Your Website
Your website is ready to go with default content. To personalize it:
- Go to Site Content in the sidebar
- Edit each section with your information
- Preview your changes
- Publish when ready
See Your Website for detailed customization guides.
Essential Settings
| Setting | Where to Find It | What It Does |
|---|---|---|
| Business Details | Settings → Business Details | Your name, address, contact info |
| Session Types | Settings → Session Types | What you offer and pricing |
| Payments | Settings → Payments | Connect Stripe for payments |
| Email Settings | Settings → Email | Reply-to and custom domain |
| Email Templates | Settings → Email Templates | Customize automated messages |
| Billing | Settings → Billing | Your plan, trial, and add-ons |
Quick Links
- Your Dashboard - Understand your stats and quick actions
- Managing Clients - Add clients and track their progress
- Bookings & Sessions - View and manage your schedule
- Session Packages - Create and sell packages
- Settings - Configure your business
Need help? Contact support at support@pt-suite.com
Video Walkthrough
Watch our 5-minute setup video to see everything in action:
Coming soon
Next Steps
Once you’re set up:
- Invite existing clients - Import or add your current client base
- Create packages - Bundle sessions for better value
- Customize emails - Make automated messages personal
- Set up email settings - Add a reply-to address so clients can reach you
- Promote your site - Share your booking link on social media
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