Documentation

Everything PTBase does,
in screenshots.

A visual tour of the whole product. Use the menu on the left to jump around. Each section is 30 seconds to read. if you need more detail, everything links to the actual page in the app.

1. Getting started

PTBase is the software independent personal trainers run their whole business on. and the app their existing clients use to book, follow programs, and log workouts. It's not a marketplace. Trainers aren't discovered on PTBase. Clients come in via a direct invite link or a trainer code.

Trainers get a dashboard at /dashboard. Clients get a mobile-first portal at /portal. Both live inside the same app behind a single Clerk login.

Good afternoon, Marcus

Wednesday, 8 Apr 2026 · 6 sessions today

+ Invite client

Sessions

Week of 6 — 12 Apr 2026

This week
+ Book client
Mon

07:00

IRL
Priya

09:00

Online
Sophie

17:30

IRL
Alex

19:00

IRL
James
+
Tue

08:00

IRL
Marcus

12:30

Online
Emma

17:30

IRL
Priya
+
Wed

07:00

IRL
Alex

10:00

Online
Lucas

15:00

IRL
Sophie

18:00

Online
Emma
+
Thu

08:30

IRL
Priya

11:00

IRL
James

17:00

IRL
Marcus
+
Fri

07:30

IRL
Alex

12:00

Online
Sophie

17:00

IRL
Lucas

18:30

IRL
Emma
+
Sat

09:00

IRL
James

10:30

IRL
Priya
+
Sun
+

2. Your trainer code

Every trainer gets a unique code (your publicSlug). It's how clients find you without going through a directory. You share it two ways:

  • A personal invite link /join/<token>. one per client, one-shot use
  • Your trainer code. clients sign up, then type it on the “need an invite” screen

Both approaches create a Client row in your roster automatically. You never have to add clients manually.

No-invite trainer code entry

/public/marketing/screenshots/no-invite-code.png

3. Clients

Every client in your roster shows up in one table with credits, adherence, and status. Click a row to open their full profile . goals, injuries, notes, payment history, assigned programs, and a phone field that's encrypted at rest.

Clients

12 active
+ Invite
NameGoalCreditsAdherenceStatus
Sv
Sophie van Dijk
Strength & posture12
92%
Active
ML
Marcus Lee
Marathon prep3
81%
Low credits
AM
Alex Mendoza
Fat loss8
88%
Active
PS
Priya Sharma
Return from injury0
64%
No credits

To invite a new client, hit the Invite client button in the topbar. A modal opens showing your trainer code plus a form to generate a one-shot personal link for someone specific.

Invite client modal

/public/marketing/screenshots/invite-modal.png

4. Sessions

Your Sessions tab is the weekly calendar. Each slot is a card. Click an empty slot to book a client directly into it. Click a booked session to open the detail modal. with the client profile link, meeting link, history, recurrence, and cancel button all in one place.

Session details

SV

Sophie van Dijk

12 credits remaining

confirmed

Date

Wed, 8 Apr 2026

Time

09:00 — 10:00

Location

Online

Type

Individual

Meeting room

https://zoom.us/j/83919201
Open

Recurrence

Repeats every Wed at 09:00

Change

Multi-day availability rule modal

/public/marketing/screenshots/availability-rule-modal.png

5. Recurring + vacations

Turn any booking into a weekly recurrence from the detail modal. A background job materialises the next instance each week, so your client just keeps showing up on the same day and time.

Vacation days live under the Availability Rules tab. Add a date range and PTBase will skip those days when generating new slots. your clients won't even see them.

Vacation days list

/public/marketing/screenshots/vacation-days.png

7. Programs + templates

Build a weekly program for a specific client from their profile, then save it as a template. Next time you onboard a similar client, hit Apply template from their profile and pick a starting week. the whole program is cloned into their schedule in one click.

Apply template modal on client profile

/public/marketing/screenshots/apply-template-modal.png

8. Exercise library

PTBase ships with the free-exercise-db library bundled. 870 exercises with photos, muscle groups, and equipment filters. You can also add your own exercises with YouTube links (thumbnails preview automatically).

Library

Search exercises…
+ Add

Muscles

chest
back
quadriceps
glutes
hamstrings
shoulders

Equipment

barbell
dumbbell
cable
body only

Barbell bench press

chest

Incline barbell bench press

chest

Decline barbell bench press

chest

Close-grip bench press

chest

Reverse-grip bench press

chest

Wide-grip bench press

chest

Barbell floor press

chest

Barbell pullover

chest

9. Tools

Three calculators your clients expect you to do in your head: calorie targets (Harris,Benedict + activity multiplier), macro splits, and one-rep-max estimates (Brzycki). Each calculator has a Send to client button that saves the result to their profile, so they can see it in the portal.

Calorie calculator with result

/public/marketing/screenshots/tools-calorie.png

10. Calendar sync

Paste your Google / Apple / Outlook ICS URL into settings and PTBase will block any slot that overlaps with a busy time on that calendar. Your PTBase sessions also sync out via an iCal feed, so confirmed bookings show up in whatever calendar app you live in.

Clients get their own ICS feed too. they can subscribe and their booked sessions appear in their iPhone calendar automatically.

Calendar sync section in settings

/public/marketing/screenshots/calendar-sync-settings.png

11. Client mobile portal

When a client signs in they land in a mobile-first portal. The home screen shows their credit balance, next session, tips from you, and shortcuts to book or log a workout. It's designed to feel like an app. your clients can add it to their phone home screen and forget it's a website.

9:41

Good afternoon

Hey, Sophie

SV

Book a
session

Reserve your spot

Log a
workout

Track your work

Next session

Thu

10

Strength training

14:00–15:00 · Zoom

Online

Tips by Marcus

See all

Hydrate before training

500ml, 30–60 min before.

Sleep 7–9 hours tonight

Recovery happens after, not during.

Warm up 5 min before lifting

Two light sets before working weight.

Hit 2g protein per kg

Sort protein before anything else.

Home
Book
Log
Profile
9:41

Book a session

Choose a time with Marcus

Pick a day

M
7
T
8
W
9
T
10
F
11
S
12
S
13

Available times

09:00
10:00
11:00
13:00
14:00
15:00
16:00
17:00
18:00
Confirm — 1 credit
Home
Book
Log
Profile

12. Workout logging

The workout logger shows the exact program you wrote for your client, in order, with their previous numbers on each set. They tap through as they finish sets. You see everything on their profile afterwards.

9:41

Push Day — Upper

00:24:11

Finish

Bench Press

Keep shoulder blades retracted
SetPreviouskgReps
180 × 8
82.5
8
280 × 8
82.5
7
380 × 6
Add set

Overhead Press

3 sets · 8 reps

+ Add exercise

13. Settings & billing

Your trainer profile, meeting link, calendar sync, public slug, session types, cancellation policy, and notification preferences all live under /dashboard/settings. Billing works through Mollie. clients buy credits up-front and spend them when they book. You see revenue trends in the Analytics section.

14. Data & security

Phone numbers are encrypted at the field level with AES-256-GCM using an encryption key you own. Database access is gated by row-level checks. your trainer account can only see rows linked to it. TLS in transit, encryption at rest via Supabase.

Authentication is handled by Clerk. Master and trainer roles are stamped in Clerk metadata, and middleware enforces that clients can never reach the trainer dashboard (and vice versa).

Encrypted phone field on client profile

/public/marketing/screenshots/phone-encrypted-field.png