Trainer

Welcome. This manual follows a personal trainer’s day in JupitaPos and points you to the guide for each job.

Who this manual is for

You give personal training. JupitaPos shows your sessions, whether a client’s intake is cleared, and keeps your progress notes.

• System role: Trainer (trainer).
• Private notes: you read and write notes only for clients you train (or teach). Opening a health record is recorded with your name, and notes need a password sign-in.

Where you start

• Your landing screen: Wellness & Fitness › Gym & Fitness › Personal training (/wellness/training) — today’s sessions with your clients. A client’s goals and history are on their record under Wellness Overview › Clients; your classes, if you teach, under Yoga & Classes › Classes.
• What must be on: the Gyms & fitness studios module (fitness).
• Branch: your branch.
• Working offline: your sessions for the day are kept on the device; a session recorded as done or not shown offline is sent once when the connection returns; booking a session offline saves a booking request for the desk (Working without a connection). Health records and private notes need the connection and a password sign-in.
• If you hold more than one role: the first rule that fits wins, in this order — managers and administrators (Overview), accountant (Finance), events and catering managers, retreat coordinator, procurement, store, reception, housekeeping, spa desk and therapists, trainer, instructors, gym desk, sauna attendant, cashier, waiter, host, kitchen and bar, riders. Someone who is both a manager and a cashier lands on the Overview; a cashier who is also a waiter lands on the Point of Sale. Every screen your roles allow is in the menu whatever you land on, and a till’s Open menu reaches it from a full screen.
• Finding your way: the menu (Daily operations, Business management, Shared tools, Administration & support), the page tabs, the breadcrumb and Help above every page, the star for favourites, Recent, Search (Ctrl+K) and + New are described in Find your way around.

A day at work

1. Sign in and clock in — Clock in and out.
2. See your sessions under Personal Training — Book personal training.
3. After a session, record it and add a progress note — Book personal training.

Guides you will use

Your sessions

• Book personal training
• Run the class timetable, bookings and the register

Quick reference

Getting help

• The gym manager sets your hours and skills.
• The Help Center: Help & Training › Role-Based Manuals in the menu, or the ? at the top of any screen — Find help.

Manuals you can also read

• Fitness instructor and trainer — For instructors and personal trainers — your classes and sessions, the register, recording sessions and keeping progress notes.
• Yoga instructor — For yoga instructors — your timetable and registers, and whether a student’s intake is cleared.

What you can do

These are the permissions of the role this manual is for. If your business gave you a custom role, ask your manager what it allows.