For fitness coaches

Programs as projects. Clients as people you work with.

Fitness coaches already have training software. Planeward is for the operational layer: a program or cohort as a project, the work around that program as tasks, and invoices if you bill outside the training app.

The problem

What gets in the way

Programming lives in a training tool. Who has paid lives in a notes app. Onboarding tasks live in chat. The week starts with reconciling three lists.

What changes

After you start using it

  1. 01

    A project per program, cohort, or 1:1 engagement

  2. 02

    Onboarding and admin tasks on a board you actually look at

  3. 03

    Customers and invoices in the workspace if you bill there

Workflow

Operations around the training tool

  1. 01

    Leave workouts in the tool you already use. Create a Planeward project for the program or cohort.

  2. 02

    Add tasks for onboarding, check-ins you owe, and admin—not for every set and rep.

  3. 03

    Invite an assistant as a member, or a client as a guest on that project if they should see the board.

What you use

Capabilities in this job

  • 01

    Workspaces, projects, and boards

    A workspace is the boundary for members and projects. A project holds statuses and tasks. The board is the live kanban view: columns are statuses, cards are tasks. Opening a task uses the inspector so you stay on the board.

  • 02

    Customers and invoices

    Create customers, issue invoices, and collect payment through that workspace’s Stripe, PayPal, Wise, or bank details. Those connections belong to the workspace. They are not a Planeward subscription.

  • 03

    Members, roles, and guests

    Owners and members work in the workspace. Guests can be limited to a project. Custom roles control who can invite, manage projects, or change settings.

Questions

Straight answers

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