What's Inside TrainSpace

Take a look at the tools and systems at your disposal.

TrainSpace CRM User Guide

🚀

Getting Started

Quick setup guide

👥

People Management

Contact database

📊

Sales Pipeline

Visual tracking

💬

Communication Hub

With AI assistant

📅

Smart Scheduling

Online booking

🤖

Automations

AI workflow creation

📨

Marketing Messages

AI content generation

🌐

Website & Store

Pages and payments

⭐

Review Management

Reputation building

📈

Business Intelligence

Analytics and reports

⚙️

System Settings

Configuration

📋

Playbooks

Proven templates

Getting Started

Set up TrainSpace in minutes

Login

Access with credentials

Branding

Upload logo and colors

Test

Try features

Go Live

Add contacts

💡 Quick Tip

Use the search bar to quickly find any client, appointment, or feature.

People Management

Complete contact database

👤 Contact Profiles

Name, phone, email
Goals and preferences
Injury history
Program interests
Complete history

🏷️ Smart Tags

Lead - New prospects
Consult Booked
Trial - Testing services
Member - Active clients
At Risk - Needs attention

📊 Tracking

Email opens and clicks
Message responses
Session attendance
Payment records
Activity timeline

📁 Documents

PAR-Q forms
Waivers
Progress photos
Meal plans
Custom uploads

💡 Pro Tip

Merge duplicate contacts regularly to maintain clean data. Use search to identify duplicates before building automations.

Sales Pipeline

Visual tracking from lead to client

New Lead

Forms auto-populate

Consult Booked

Scheduled consultations

Showed

Track attendance

Closed Won

Active members

🎯 Drag & Drop

Visual board
Easy stage moves
Quick updates
Card notes
Complete history

💰 Revenue

Package values
Stage totals
Projections
Conversion rates
Forecasting

💡 Power Tip

Add detailed notes when moving cards. This creates complete prospect journey history and helps identify best conversion strategies.

Communication Hub

All messages in one inbox

📥 All Channels

SMS text messages
Email conversations
Social media DMs
Unified timeline
Complete history

⚡ Quick Tools

Templates & snippets
File attachments
Booking links
Task creation
Quick replies

🔍 Filters

Show unread
Needs reply
Priority sorting
Tag filtering
Search history

📊 Context

Client tags
Next session
Invoices
Recent activity
Quick actions

🤖 AI Assistant Coverage

24/7 Automated Responses: AI assistants can respond to texts and calls when you're unavailable. Set up intelligent auto-responses that answer common questions, provide booking links, and let prospects know when you'll follow up personally. No lead goes unanswered while you focus on training clients.

Smart Scheduling

Online booking with automated reminders

Setup Types

Consults, sessions, classes

Locations

Gym, Zoom, phone

Availability

Set hours & buffers

Share Link

Website, social, SMS

📅 Booking

Shareable links
QR codes
Website embedding
Social integration
Direct booking

📲 Reminders

Instant confirmation
24-hour reminder
2-hour alert
No-show recovery
SMS & email

💡 Reduce No-Shows

Enable reminders at 24 hours and 2 hours before appointments. This simple automation can reduce no-shows by up to 40%.

Automation Engine

Smart workflows that save hours

🚀 Triggers

Form submission
Tag changed
Stage moved
Booking made
Payment received
Inactive X days

⚡ Actions

Send text/email
Create task
Update fields
Move stage
Add/remove tags
Notify team

🚀 Speed to Lead Example

Trigger: New lead form submitted

Action 1: Send instant text with booking link

Action 2: Create call task in 5 minutes

Action 3: Follow-up if no response in 2 hours

🤖 AI Workflow Creation

Build with AI: Simply tell the AI "Create an automation for new trial members" and it builds the entire workflow - triggers, timing, messages, and conditions. Uses proven fitness industry best practices and customizes to your style. Review and activate with just a few clicks.

Marketing Messages

Targeted campaigns and sequences

📧 Campaign Types

One-time broadcasts
Drip sequences
Event campaigns
Challenge prep
Newsletters

📊 Tracking

Email open rates
Link clicks
SMS replies
Conversions
A/B testing

✍️ Content

Templates
Personalization
Rich formatting
Images & links
Preview mode

🤖 AI Content Creation

Social Media Posts & Images: AI creates engaging posts, captions, and custom images for your fitness business. Ask AI to "Create a week of Instagram posts about nutrition" or "Generate a motivational Facebook post with image." Perfect for maintaining consistent social presence without hours of content creation.

Website & Store

Professional pages with integrated payments

🌐 Pages

Booking pages
Program showcases
Thank you pages
Client portal
About & contact

🛒 Store

Session packages
Memberships
Online coaching
Nutrition add-ons
Merchandise

💳 Payments

Stripe integration
One-time payments
Subscriptions
Payment plans
Auto invoicing

👤 Portal

Workout programs
Habit tracking
Check-ins
Payment history
Downloads

🚀 Conversion Tips

Use QR codes on printed materials linking to booking pages. Add live chat widgets. Display review ratings prominently to build trust.

Review Management

Build social proof systematically

⭐ Platforms

Google Business
Facebook ratings
Industry sites
Website widgets
Testimonials

📱 Requests

Automated requests
QR codes
SMS & email
Perfect timing
One-click links

💬 Responses

Centralized monitoring
Quick templates
Alerts
Reply tracking
Response metrics

📊 Analytics

Rating trends
Review volume
Response rates
Sentiment analysis
Platform comparison

💡 Response Strategy

Respond to every review within 24 hours. Thank positive reviewers with specific progress mentions. For negatives, apologize and offer offline resolution.