App Help
Getting started, how to do each task, every setting explained and answers to common questions.
Getting Started
Six steps get the app set up for the business you already have. Most of them take a minute. Do them in this order, because each step uses what the one before it saved.
To open Settings, tap the menu icon (three lines) at the top of the screen, then Settings.
Set Up Your Business
Go to Settings → Your Business.
- First Name, Last Name and Gym Name. These appear in your reports and fill in your message templates.
- Your Training Rate per Session. Used to estimate your earnings.
- Training Packages and Pricing. Tap Add Package for each package you sell, with its number of sessions and its price.
Add a 1 Session package at your single-session price. The Consultation Notes use it to show a member how much each larger package saves them.
Add Your Current Clients
Tap the + on the Dashboard, then Add Client. You can also go to the Clients tab and tap Add Client at the bottom. Direct adds are for clients you already train, so they never count toward your conversion rate.
- Add From Contacts fills in the name, email and phone from your iPhone.
- Start Date is when they started training with you.
- Set Schedule sets the days and times they train. This builds your Dashboard schedule each day.
- Sessions Remaining is how many sessions they have left right now.
- Sessions Already Trained This Month counts this month's sessions so far toward your monthly total.
- Last Package and Purchased On are their most recent purchase. These set up their next Renewal.
Do your whole roster in one sitting if you can. Your Dashboard is only as complete as your client list.
Turn On Reminders
Four reminders are on from the start:
- Follow-ups that are due.
- Confirmations to send for a booked consultation.
- Consultations to log.
- Welcome messages to send to a new client.
The first time you book a consultation, schedule a follow-up or convert a client, the app asks to send you notifications. Tap Allow. If you say no, the reminders stay off until you turn them on in Settings → Notifications.
Session, Renewal and Birthday reminders are there too. Turn on the ones you want.
Set Your Target (Optional)
At the top of Settings, enter your Target Sessions per Month. The app shows what that works out to per week.
Turn on the Growth Plan and add a Target Date and your Working Days per Week. The Dashboard then shows how many conversations you need each day to hit your target by that date.
Leave it off if you only want to track the business you have. You can turn it on anytime.
Back Up
Go to Settings → Backup and tap Back Up Now. Save the file somewhere off your phone, like your cloud storage or your email.
All of your data lives on your phone and nowhere else. A backup is the only copy if your phone is lost or replaced. Back up once a week.
Your First Morning
Open the Dashboard to start your day.
- The top shows your sessions this month and your current weekly schedule.
- Today's Tasks lists every follow-up, confirmation, welcome and log that is due today.
- Today's Schedule lists your sessions. Tap one to redeem it, or to cancel it with or without a charge.
- Past Due sits at the top of the list. It holds anything from an earlier day that still needs an answer.
Clear Today's Tasks and answer every session, and your numbers stay true without any extra work.
How To
Leads
Add a Lead
Tap the + on the Dashboard, then Add Lead. Choose the type:
- Lead is someone you need to reach, like a referral.
- Floor Lead is a member you plan to approach in the gym. Add an Identifying Note so you'll recognize them, like "Blue hat, gray shorts, mornings."
Add a Lead Source for who or where they came from. To reach out on a set day, turn on Schedule Follow-Up and pick the date. Tap Save Lead.
Log a Conversation
Tap the +, then Log Conversation. You can also use the home screen shortcut. Choose how it went first:
- Book Consultation if they booked. Enter their information and set the Consultation Date & Time.
- Did Not Book if they didn't. Enter their information. It still counts as a conversation, and you can add their details now or later.
Book a Consultation
For a new person, tap the +, then Book Consultation. For someone already in the app, open their card and tap Book Consultation. Set the Consultation Date & Time.
Send the Confirmation
After a booking, Send Confirmation appears in Today's Tasks. Tap it, then tap their email or phone number. The message opens already written, so you just hit send. Back in the app, tap Mark Sent, or Skip if you confirmed in person.
Log the Consultation
Tap the consultation in Today's Tasks or on the Pipeline, then tap Log Consultation. Choose the outcome:
- Converted if they bought. Add what they Purchased, their Session Frequency per Week, their schedule and their First Session.
- Follow-Up if they didn't buy yet. Write the Next Step and pick the day to Follow Up.
On that same screen, Reschedule moves the appointment. Cancelled and No-Showed record that the member didn't come, and they move to Follow-Up for the next day.
Do a Follow-Up
Follow-ups due today are in Today's Tasks. Tap one to see Where You Left Off, then log what happened: Outgoing or Incoming, How you reached them, the Outcome and a Note. Pick the Next Follow-Up date, or tap Convert to Client if they bought.
Log a Contact
When a lead reaches out to you, tap the +, then Log Contact. Find them by name, then log it on their follow-up.
Mark a Lead Lost
Open their card and tap Mark Lost at the bottom. They move to Lost Leads in the Archive (menu icon → Archive). You can book them again from there.
Floor Leads
Floor leads leave the Pipeline after 30 days without a conversation. They're never deleted, and Search still finds them. To keep them or change the number of days, go to Settings → Preferences → Floor Leads in the Pipeline.
Clients
Every session feature below needs Session Tracking, which is on by default.
Add a Client
Covered in Getting Started, step 2. A lead you convert becomes a client automatically, so Add Client is only for people you already train.
Set the Training Schedule
Open the client's card and tap Schedule. Choose their Training Days and Time, and How Often: Weekly, Every other week, Every 3rd week or Monthly. For anything other than weekly, Counting From sets the first session. Tap Add Another Time for a second slot, or Remove Session to drop one. It saves when you go back.
Redeem a Session
Tap the session in Today's Schedule on the Dashboard, then Redeem Scheduled Session.
With Quick Redeem on, a check appears on the row once the session's time has passed. Tap it to redeem in one tap. Undo shows for a few seconds after.
For a session that wasn't on the schedule, like a make-up or an extra, open the client's card → Training Sessions → Redeem Unscheduled Session. Set the Date and tap Redeem Session.
Cancel a Session
Tap the session, then choose:
- Cancel and Charge for a Late Cancel or a No-Show. It uses a session.
- Cancel, No Charge keeps their balance the same.
Set or Adjust a Balance
Open the client's card → Training Sessions. If no balance is set yet, tap Set Balance and enter their Sessions Remaining. To correct a balance later, Add or Remove sessions with a Note saying why.
Their balance reads like "18 Remaining". At zero it reads Out of Sessions, and below zero it shows how many are Unpaid. Unpaid sessions come out of their next package.
Log a Package or Renewal
Open the client's card → Purchases → Log Renewal. For a client with no packages yet, it reads Log the First Package. Pick what they Purchased and the date. The sessions go straight onto their balance.
The card shows when their next renewal is projected, and Renewal Past Due once that date has passed.
Send the Welcome
When you convert a client, Send Welcome Email appears in Today's Tasks. Tap it, then tap their email. The message opens already written. Then tap Mark Sent or Skip.
Mark Inactive and Reactivate
Mark a client inactive when they've been gone for two weeks, unless their scheduled sessions for the month are still accurate. Inactive clients come off your Dashboard schedule and your projections. That keeps your monthly numbers and renewals true to who is actually training.
Open the client's card and tap Mark Inactive, then choose what fits:
- Schedule a Follow-Up when you don't know if or when they're coming back. You'll get a day to check in.
- Automatically Reactivate on Date when you know their return date, like after a vacation or an injury. They come back on the roster that day by themselves.
- Remove Projected Renewal when they won't be buying again soon, so the renewal stops counting in your forecast.
Inactive clients move to the Archive (menu icon → Archive). Open their card and tap Reactivate Client to bring them back.
Reassessments and Progress
Open the client's card → Client Progress → Log Reassessment. Enter what you measured: body weight, body fat, muscle mass or circumference. Then tap Save Reassessment. Charts appear once there are two.
In Reassessment History you can Set Reassessment Schedule to get a reminder of when the next one is due. Capture Goal marks a goal they reached and saves their progress over that stretch.
Your Numbers
The Dashboard Rates
Your Booking Rate is how many conversations book a consultation. Your Conversion Rate is how many consultations become clients. Both are worked out from the last 90 days.
Until you've logged 10 conversations or 10 consultations, a rate shows SEED: a conservative starting number, until there's enough of your own data. ALL-TIME means nothing was logged in the last 90 days, so it's showing your lifetime rate.
Stats
The Stats tab has two views:
- Growth is your conversations, consultations, outreach and how fast leads move from first contact to first session.
- Clients is your sessions, cancels and how long clients stay.
Switch between Last 90 Days and All-Time at the top. Turn on Show Benchmarks in Skill Settings to see each rate beside its benchmark.
The Session and Earnings Calculator
On the Stats tab, tap Session and Earnings Calculator. Enter the Sessions per Month you want. It shows the conversations, consultations and new clients that would take at your current rates, and what you would earn. Add a Monthly Bonus if you get one.
Business Forecast
On the Clients tab, tap Business Forecast. It shows what you've Collected this month, and every renewal that's due: projected, renewed and still to come. Switch to next month to look ahead, or History for past months. Tap a client to open their card.
To save a month as a PDF, tap Export under that month. Every past month in History has its own export too.
The Business Report
Go to Settings → Reports to Export Year to Date or Export Lifetime as a PDF. For a single month, export it from the Business Forecast. Your full name has to be set in Your Business before a report can be exported.
The Rep Log
The Reps tab is your history of every conversation and consultation. To export it, go to Settings → Reports → Export Rep Log. Choose What (Conversations, Consultations or Both) and When (Last 7 Days, Last 30 Days or All).
Anywhere
Search
Tap the search icon at the top of the screen. Search finds every lead and client by name or by their identifying note. That includes floor leads that have left the Pipeline, and everyone in the Archive.
Home Screen Shortcuts
Press and hold the Going From Zero icon on your home screen to jump straight to Log Conversation, Book Consultation, Add Lead or Search.
Back Up and Restore
To back up, go to Settings → Backup → Back Up Now and save the file off your phone.
To restore, tap Restore from Backup and pick the file. A restore replaces everything on the phone with the backup. If you restore the wrong file, tap Undo Last Restore.
Restoring onto a new phone moves your data over. Restoring onto a second device copies your data once, and the two don't stay in sync.
Settings Guide
Every setting, what it does and when to change it. Settings save when you go back.
Settings (Main Page)
Target Sessions per Month
The number of sessions you want to train each month. The app shows what that works out to per week. Default: blank. Set it when you have a number you're working toward. The Dashboard and Stats show your progress toward it.
Growth Plan
Turns your target into a daily number: how many conversations you need each day to reach it by your Target Date. Working Days per Week is how many days you're in the gym to have them. Default: Off. Turn it on when you're growing toward a set number by a set date. Leave it off to track the business you have.
Your Business
First Name, Last Name and Gym Name
Appear in your reports and fill in your message templates. Your full name is needed to export a report.
Your Training Rate per Session
Used to estimate your earnings in the calculator and forecast.
Training Packages and Pricing
Every package you sell, with its sessions and price. These are the choices when you log a sale or a renewal. Include a 1 Session package so the Consultation Notes can show what each package saves.
Preferences
Session Tracking
Gives every client a session balance that goes down as you redeem sessions, and counts your sessions for the month. Default: On. Turn it off if your gym's system already tracks sessions and you don't want to double up. Your Dashboard then shows each session to clear without a balance. Nothing is deleted, and turning it back on picks up from that day.
Low Balance Warning
Clients with this many sessions left or fewer show in yellow. Default: 3. Raise it if you like to start the renewal conversation earlier.
Quick Redeem Sessions
Puts a check on each Dashboard session once its time has passed, so you can redeem it in one tap, with a few seconds to undo. Default: On. Turn it off if you'd rather open every session before redeeming it.
Business Tracking
Projects each client's renewal date and shows the Business Forecast. Default: On. Turn it off if you don't handle sales or renewals. Packages sold are still recorded, and the Business Report still shows money collected.
Floor Leads in the Pipeline
Remove After takes floor leads off the Pipeline after a set number of Days Without a Conversation. Keep leaves them on. Default: Remove After 30 days. Removed floor leads are never deleted and Search still finds them. Shorten it if your Pipeline feels crowded.
Units
lb / in or kg / cm, for reassessments. Default: lb / in.
Time Format
12-Hour or 24-Hour, everywhere in the app. Default: 12-Hour.
Message Times
12-Hour or 24-Hour for the times written into your confirmation and welcome messages. It's separate from Time Format, so the messages can match how your members read time. Default: 12-Hour.
Time Picker
Whether times move in 15 Minutes steps or Every Minute. Default: 15 Minutes. Switch it if your sessions start at odd times.
Currency
$ USD, € EUR or £ GBP. It changes the symbol only. Default: $ USD.
Notifications
Reminders arrive as iPhone notifications, even with the app closed. The first time you turn one on, the app asks to send you notifications. Tap Allow. If you said no before, turn notifications on for Going From Zero in your iPhone Settings.
Reminders Without a Time
The time of day for any reminder that has a date but no time, like a follow-up with no time set. Default: 9:00 AM.
Follow-Ups and Outreach
A reminder when a follow-up or outreach is due. Default: On.
Unsent Confirmations
A reminder on the day a consultation is booked, if the confirmation hasn't been sent. Remind At sets the time. Default: On, 8:00 PM.
Consultations
A reminder before each consultation: a day, an hour or 30 minutes before. Default: Off. Turn it on if you book consultations days out.
Unlogged Consultations
A reminder at the end of the day, if a consultation hasn't been logged. Default: On, 8:00 PM.
Unsent Welcome Emails
A reminder on the day a new client signs, if the welcome email hasn't been sent. Default: On, 8:00 PM.
Last Session
A reminder before a client's last paid session, and before each session once they're out. Choose 1 Hr before or the Morning Of. Default: Off. Turn it on to have the renewal conversation before they run out. Shows with Session Tracking on.
Unredeemed Sessions
A reminder at the end of the day, if any sessions haven't been redeemed. Default: Off, 8:00 PM. Turn it on if sessions slip past you on busy days. Shows with Session Tracking on.
Renewals Due
A reminder on a client's projected renewal date. With Session Tracking on, it's only for clients without a session balance, since Last Session covers the rest. Default: Off. Shows with Business Tracking on.
Reactivations
A reminder the morning an inactive client comes back on the roster, on their Reactivate On date. Default: Off.
Birthdays
A reminder the morning of a client's birthday. Default: Off.
Requirements
Requirements make sure the details that matter get filled in. Turning one off asks you to confirm first.
Scheduled Follow-Up
Lead and consultation follow-ups need a date, time and note before they save. Default: On. A follow-up without a time or a note is the one that gets forgotten, so keep it on.
Full Name and Email to Book
Booking from a conversation needs a first name, last name and email. Default: On. The email is how the confirmation gets sent. Turn it off if you'd rather book with just a first name and add the rest later.
Consultation Notes
Keeps each consultation's notes on Today's Tasks until you mark them done. Default: Off. Turning on Skill Development turns this on.
Conversation Notes
Keeps booked conversations on Today's Tasks until their notes are written. Default: Off. Shows with Skill Development on.
Unfinished Notes
Remove After clears unfinished notes from Today's Tasks after a set number of Days. Keep leaves them until they're done. Default: Remove After 3 days. The notes are never deleted, only taken off the task list.
Message Templates
Each template is the message that opens already written when you tap send. Edit it once so it sounds like you.
Consultation Confirmation (Email and Text)
Opens when you send a confirmation. There's an Email Subject, the Email and a separate Text Message. Your email app adds your signature, so make sure one is set there.
Client Welcome Email
Opens when you send a new client their welcome email.
Filling In the Details
Tap a detail to add it to a template: First Name, Date, Day, Time, Your Name or Gym. The app fills it in for each person when the message opens. Anything in capital brackets, like [DAY] at [TIME], is yours to fill in before you send.
Reset to Default puts a template back to the original wording.
Skill Settings
Skill Development
Adds a review after every conversation and consultation, and a focus to carry into the next one. Default: Off. If you're a Transformation Coach Method student, turn this on. It also turns on Consultation Notes in Requirements.
Detailed Consultation Notes
Adds the full set of consultation note fields without the rest of Skill Development. Default: Off. Already included when Skill Development is on.
Conversation Development
For practicing opening conversations. You log each one against a Daily Conversation Development Target. While it's on, these conversations don't count toward your booking rate, and the Growth Plan is paused. Default: Off, target 10.
Show Benchmarks
A benchmark is the minimum skill standard for each rate. Turn this on to see the benchmarks beside your rates on the Stats tab. Default: Off.
The Benchmarks
- Session Frequency at Conversion: 3×/week.
- Benchmark Booking Rate: 50%, 1 in 2.
- Benchmark Conversion Rate: 33.3%, 1 in 3.
Change any of them to fit your gym. Reset Benchmarks puts them back.
Conversion Window (days)
The days after a consultation in which a conversion counts toward your conversion rate. A conversion after the window counts in Conversion Recovery on Stats instead. Default: 7 days.
Reports
Business Report
Export Year to Date or Export Lifetime as a PDF: sessions, new clients, renewals and money collected. For one month, use Export in the Business Forecast.
Rep Log
Export Rep Log saves your conversations, consultations or both, for the last 7 days, the last 30 days or all time.
Backup
Back Up Now saves one file with all of your data. Save it off your phone, like your cloud storage or your email. The page shows when you last backed up.
Restore from Backup replaces everything on this phone with a backup file. Undo Last Restore puts back what was there before.
Advanced
Reset App deletes everything in the app and puts every setting back to its default. It cannot be undone. Back up first, because without a backup nothing can be restored.
To remove one person instead, open the Archive and delete them from there.
FAQ
Where is my data stored?
On your phone only. There's no account and no sign-in, and nothing is sent anywhere. That's also why backups matter: your backup file is the only other copy.
I got a new phone. How do I move my data?
On your old phone, go to Settings → Backup → Back Up Now and save the file to your cloud storage or email. On the new phone, install the app, then go to Settings → Backup → Restore from Backup and pick that file. When the app asks to send notifications, tap Allow so your reminders keep working.
My reminders aren't arriving.
Check three things:
- The reminder is on in Settings → Notifications.
- Notifications are allowed for Going From Zero in your iPhone Settings → Notifications.
- A Focus or Do Not Disturb isn't silencing them.
Why does my rate say SEED?
You haven't logged enough yet for your own number. The app uses a conservative starting rate until you've logged 10 conversations for your booking rate, or 10 consultations for your conversion rate. Then your real rate takes over.
Why is something marked Past Due?
It's from an earlier day and still needs an answer: a session that wasn't redeemed or cancelled, or a follow-up or task that wasn't done. Answer it and it clears.
What's the difference between the Archive and deleting?
The Archive holds lost leads and inactive clients. Nothing there is gone, and you can book or reactivate anyone from it. Deleting removes a person for good. To delete someone, open the Archive and delete them from there.
Does it work on iPad?
It runs on iPad as a larger version of the iPhone app. Your data doesn't sync between devices, so pick one to use.
Is the app free?
Yes.
How do I get help or report a problem?
Go to Settings → Report a Bug. It opens an email with your app version already filled in. Or write to [email protected].
Still stuck?
Write to [email protected], or go to Settings → Report a Bug in the app.