Your New Client Journey and Smooth Feedback

In this episode, we’ll walk you through your new client journey and how to deliver smooth, real-time feedback using the PT Distinction personal trainer software.

Discover the power of coaching clients your way, and find out if your current solution is as fast and seamless. Want to see everything PT Distinction can do? Explore our features page to learn more.

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How the PT Distinction App Works for New Clients (Onboarding Walkthrough)

Once you’ve set up your client in PT Distinction, the onboarding process is fast and smooth—for both you and them.

Here’s exactly what your client experiences and how it all works from setup to feedback.

Step 1: Your Client Receives Their Login and App Links

As soon as you add a new client:

• They receive an email with their login details.
• The email also contains links to the app and login pages.
• Clients can copy/paste their login info and access the app immediately.

Step 2: Clients See Their Dashboard First

When logging in, the dashboard is the first thing your client sees.

• The dashboard displays everything scheduled for that day.
• To simplify the experience, schedule key items like:
  • Welcome documents
  • Programs
  • Forms
  • Nutrition guides
    

This way, all they have to do is log in, click the item, and choose to:

• View it
• Reschedule it
• Mark it as complete

Step 3: Onboarding Through the Welcome Document

Clicking on the scheduled welcome document will:

• Walk them through the app’s layout.
• Guide them to the tabs at the bottom of the app:
  • Schedule: Shows current and upcoming tasks.
  • Programs: Training plans (once you’ve assigned them).
  • Guides: For example, Introduction to Nutrition and Your Journey Begins Now.
  • Logbook: Where they’ll find their assigned forms.
    

The welcome doc helps clients confidently explore the app from day one.

Step 4: Clients Complete Forms Inside the App

Clients can access and complete forms directly inside the app:

• Tap into the Logbook.
• Click on any form to read and fill it out.
• Everything is done right there—no extra tools required.
  

Once submitted, their responses go straight back to your coach dashboard.

Step 5: View Client Progress and Respond in the Activity Feed

Back on your mobile coach dashboard:

• Go to the Activity Feed.
• You’ll see exactly what your client has completed.
• Click into it to review and give feedback.
  

You can respond with:

• Text comments
• Voice notes
• Emojis
  

This real-time feedback system creates a smooth back-and-forth between you and your clients.

One Seamless Coaching Experience from Start to Finish

PT Distinction’s app is built to give your clients a seamless experience:

• Everything they need is in one place.
• Everything you assign is trackable.
• Communication flows easily in both directions.
  

Once your client is set up, you can move straight into building programs, tracking progress, and delivering results.

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