Phase 3: Product & Activity Setup
Estimated Reading Time: 3 minutes
Applies to: All Plans (some for PRO & Premium)
Quick Summary
Define the types of products you want to offer and what the client can sign up for or do with these products. This phase connects your (credit)products and activities, making sure purchases and bookings are set up correctly.
Why This Matters
Products determine how clients pay for your services (activities), while activities determine what clients can book and under which conditions.
If these two elements are not configured correctly, clients may purchase the wrong product, receive the wrong credits, bookings may fail, or activities may not appear in the schedule.
By setting up products and activities properly, you ensure that purchases, credits, and bookings work together seamlessly so clients can easily buy access and reserve their spot in your sessions.
Main Goal
Phase 3 builds the revenue and service structure of your Trainin setup.
In this phase, you create the products clients purchase and the activities clients can book. Products determine how clients gain access to your services, while activities define the sessions that appear in your schedule.
Monthly Memberships (subscriptions)
– Recurring subscriptions designed for your regular clients. Memberships typically provide credits on a recurring basis (for example, weekly or monthly), which clients can use to book activities.
Credit Packs
– Flexible “pay-as-you-go” options that provide a fixed number of credits. These credits act as a form of booking currency that clients can use to reserve spots in activities.
Activities
– Activities represent the services your business offers, such as Yoga classes, Personal Training sessions, or Workshops. Each activity has its own booking rules, credit cost, capacity limits, and schedule.
Product–Activity Mapping
– Products are connected to activities to determine what a client can book. This ensures that even if a client owns multiple credits, they only reserve a spot in a class when they make a confirmed booking with the right type of credit for the activity.
Setup Progress
Completed
Phase 1 — Business & Payment Setup
Phase 2 — Team Setup
Current Phase
Phase 3 — Product & Activity Setup
Next
Phase 4 — Schedule Setup
Phase 5 — Client Setup
Phase 6 — System Check
Phase 7 — Go Live
Steps to success
1. Create Your Product Structure: Define the products clients purchase to access your services.
Goal: This step focuses on creating Memberships, Credit Packs, and other products that grant access to your services.
– How to choose and create the type of products you want to offer
– How to create Memberships
– How to create Credit Packs and Single Sessions
– How to manage product visibility (hidden products and private purchase links)
– How to add a registration fee to your Memberships
– How to create and use discount rules and discount codes (PRO & Premium)
– How to create Retail Products (Retail, Bar, Giftcards & Videos) (PRO & Premium)
2. Create Your Activities: Define the services that clients will be able to book.
Goal: This step focuses on creating group classes, private sessions, courses, and configuring booking capacity.
– How to Set Up Group Classes in Trainin (Create Group Activities)
– How to Create Private Activities and Appointments (Personal Training Sessions)
– How to Create a Course, Workshop, or Program in Trainin
– How to setup your available spots for customers to book (spot booking) (Add-on & Premium)
Best Practice
You can duplicate both products and activities with similar properties so you do not need to configure everything from scratch.
Tips
Start with a simple product structure and expand later if needed.
Test a product purchase before launching your platform to confirm credits are assigned correctly and activities can be booked.
Common Questions
Can I create activities without products?
– Yes, but clients will not be able to book them unless they are free of charge and you wont be able to share them via the widget.
Can I change product settings after client al ready have them assigned?
– Yes, but changes will not apply retroactively to clients who already purchased the product.
Related Articles
– Phase 4: Schedule Setup
– Trainin Quick Start Guide: From Zero to Live