Assigning Members to Trainers

One of the main things that will need to be done is assigning members to trainers for the My PT app.

Assigning members to a trainer is done through the Member Management application:

1. Select Member Management from the My Apps page, then pull up the member account needed
2. Open the Cardholders tab, then select Edit for the cardholder that needs to be assigned to a trainer
   
3. Scroll up to view the cardholder's information. In the Assigned Trainers window, select Assign New Trainer. Select the necessary trainer from the dropdown menu, then click Save
   

Once the member has been assigned to a trainer, that member will appear in the My PT application for that trainer. The trainer can begin scheduling workouts, initiate chats, and more.

Member Mobile App Access

Another feature available to your trainers through Member Management is the ability to re-send the mobile app access link to a member. This is found by selecting Edit for a cardholder on a member account in Member Management

There are three different states this window can be in at any given time:

• Mobile app account has not been created: Indicates that the member has not yet created their mobile app account. When used in this state, the button will resend the original app invite email the member should have received at sign up
• Mobile app account is awaiting email verification: This indicates that the member has set up their app account, but they have not yet verified their email for the app. When used in this state, the button will resend the verification email to the email on file for the cardholder. The cardholder MUST have an email on file in order for the verification email to be sent
• Mobile app account is active: Indicates that the member's mobile app account has been set up and their email has been verified. When used in this state, the button will send a password reset email to the cardholder's on-file email address. The cardholder MUST have an email on file in order to send a password reset email

When a new member signs up at your club, they should receive an email instructing them on how they can access your mobile app. In the event the member loses this email before signing up, you can use the Mobile App Access feature in Member Management to resend the email.

Once the member is signed up on the app, this same feature can also be used to send the member a Password Reset email in the event that they forget their password to log in.