Professional payments for personal trainers.
Personal trainers- impress your clients with professional-looking receipts and a quick, efficient sales process. Sell sessions and issue receipts, invoices and statements with your iPhone, right on the gym floor or outdoor training area. No more hand-written receipts, and no more lost revenue because you forgot to record a session that was performed.
Overview of Features:
* Sell single or blocks of sessions (and anything else you wish) to your clients via your iPhone.
* Sell recurring invoices such as "12 Week Bootcamp" services, and PT.Transact will automatically handle when instalments are due and update the allocated sessions for clients.
* Sell session credits, which allow you to sell an up-front dollar amount of sessions, then deduct any amount you wish from the balance each time you record a session for that client.
* Amazing online payments. Your clients can pay your invoices online via credit card at any time.
* Invoicing and receipting. Email fully branded invoices and receipts to your clients at point-of-sale.
* Send invoices to clients by text message.
* Professional point-of-sale. You can issue refunds and credit invoice balances quickly and easily, giving you professional, comprehensive records of your finances.
* Email complete, fully branded summary reports of all financial activity to your clients including all purchases, payments and sessions used.
* Payment tracking. Easily track part-payments, invoice due dates and payment methods from your clients.
* Know your finances. See at a glance how much money you're owed, how much you've earned, and how much is overdue.
* Track used sessions. Record each session for your clients as they're used so you know when renewals are due.
* Avoid conflicts about how many sessions a client has remaining by getting them to sign off sessions as they are performed.
* Quick and simple client management. Phone and email your PT clients from within the app.
* Accept credit card and bank account direct debits from your clients when selling sessions in a completely automated, paperless way (Australian users only).
* On-the-go training. PT.Transact is specifically designed for the busy trainer who operates in demanding environments like the gym floor or outdoor training locations.
* Cloud-based, allowing you to sync your data between multiple devices.
Keep up to date with what's happening with PT.Transact-
* Read more at http://www.pttransaction.com
* Follow us on Twitter at http://twitter.com/pttransact
* Like us on Facebook at http://www.facebook.com/PTTransact
We've added a whole bunch of improvements and tweaks in this version.
We focused a lot on recurring invoice management, making it easier to administer your recurrings and reduce mistakes.
Here's a brief summary of the main improvements in this update:
* New screen that shows you all of your active recurring invoices. On the Home screen, tap on Actionable->View Active Recurring Invoices.
* New screen that shows you all of your recurring invoices that have completed, and are in need of renewing. On the Home screen, tap on Actionable->Completed Recurring Invoices.
* You can now cancel a recurring invoice by tapping Invoice Actions->Edit Invoice in the Invoice Details screen.
* Improvements to the way recurring direct debits are handled.
* A bunch of other minor improvements and tweaks, especially for recurring invoices.
* You can now quickly view session notes for a recorded session by tapping the small blue 'i' icon to the right of each session of the Sessions list in the Client Details screen.
* When recording a new session, you can now quickly view the details of the last session you recorded for that client.
* Update for full iOS 10 compatibility.
Ratings and Reviews
Really good system
So far they've done a fantastic job. There's a few little things that could be improved but all in all it's a solid system.
Up to six family members will be able to use this app with Family Sharing enabled.