Business & Clients
PT Manager's What You Are Making Page Counts The Money Your Business Plan Asked For, And Forms Hold The Goals Behind It
From the FASTER syllabus: this article is taught in full in PT Manager, free with any FASTER course →
In short: PT Manager's What you are making page counts what has been paid through PT Manager: what is coming in every month from memberships on repeat billing, what was paid in the last 30 days, the figure per client and what sells over the last twelve months. An annual membership counts as a twelfth of its price each month. It shows only money recorded in PT Manager, and says so. Forms & interviews keeps consultations and consent forms with the client. PT Manager opens at sign-up and is free with any FASTER course.
The plan names the numbers, and something has to count them
Today's first post covers Criterion 2.2 of the Level 3 business unit: a business plan has an overall goal, milestones, key performance indicators and financial targets. A plan like that asks for numbers every month. PT Manager has a page that counts them.
It is called What you are making.
What the page shows
The page counts what has been paid through PT Manager, and it leads with two figures.
Coming in every month. The total from memberships on repeat billing, with the number of paying memberships under it. An annual membership counts as a twelfth of its price each month, so the figure means what it says.
Paid in the last 30 days. What actually arrived.
Under those sit the figure per client over the last 30 days, and a list called What sells, with the last twelve months of products, biggest first.
When nothing has been paid yet, the page says so in words and points to Money, where you set up what you sell. It does not print a zero that looks like a measurement.
It says what it does not know
The page counts purchases recorded in PT Manager, through buy links and through the Till. Cash that never went through PT Manager is not in the figures, and the page tells you that, so nobody takes it for the whole income.
Forms keep the goal behind the client
Today's second post covers a consultation method from the Core & Pelvic Floor course, Why, Why, So, So, which finds the goal a client can't say first. That conversation needs a home. Forms & interviews in PT Manager holds the PAR-Q, consent, consultations and a trainer's own forms, kept with the client.
So the goal sits next to the client, and the money sits on its own page.
Where to start
PT Manager opens when you sign up and is free with any FASTER course. Adding clients unlocks when you pass a course.
If you are new to the industry, the Certified Personal Trainer course gives you PT Manager from the start of a career. If you already qualified, the Core & Pelvic Floor Specialist course is where today's second post lives. The room list is on the PT Manager page.
The FASTER Journal shares the next teaching point first. Sign up at /newsletter.
You just read one answer. The course is all of them.
PT Manager, free with any FASTER course — taught by the people who wrote it, with free return access for life. The price is on the page, payment plans at checkout, no sales calls.
Also worth a look: Core & Pelvic Floor, where today's second post lives.
See what the course covers →Frequently asked
What does the What you are making page show?
What is coming in every month from memberships on repeat billing, what was paid in the last 30 days, the figure per client, and what sells over the last twelve months.
Does it count cash I took outside PT Manager?
No. It counts purchases recorded in PT Manager, including buy links and sales through the Till, and the page says so.
How is an annual membership counted?
As a twelfth of its price each month, so the monthly figure means what it says.
Where do consultation forms live?
In Forms & interviews, which holds PAR-Q, consent, consultations and a trainer's own forms.
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