1. Go to the Clients tab and tap + Add Client.
2. Enter their name, pick a session type and set the rate.
3. Choose a payment mode — Prepaid Pack or Week-to-Week.
4. Tap Save. For online/remote clients switch to the Online list first — its Add button opens the online form.

Open any client to add their phone, email, goal, or link a 2:1 partner.

On the Weekly tab each client is a row and each day is a column.
1. Tap a day cell to mark a session delivered (it turns green).
2. Tap again to undo, or mark it cancelled.
3. The session count and revenue update automatically.

Ticking a day for a client with a 2:1 partner auto-ticks the partner too.

Prepaid Pack — the client buys a block upfront (e.g. 10 × $90). Each delivered session deducts one credit; when the balance runs low you're prompted to record a top-up.

Week-to-Week — a fixed amount each week regardless of sessions. A missed session becomes a makeup credit they can use later at no extra charge.

Set the mode per client in their profile; record top-ups from the Packages tab or the client panel.

1. Open a client and tap Create Invoice (or use the Packages tab).
2. The invoice number auto-fills in sequence — you can override it.
3. Check the bill-to details and line items.
4. Tap Print / Save as PDF, then send it (or share directly).

Your business name, logo, ABN, payment terms and Stripe link (set in Settings → Business) appear automatically.

1. On the Clients tab tap + Add prospect at the top of the page, then fill in name, contact and goal.
2. Move them through the stages: Enquired → Trial → Follow-up → Converted / Lost.
3. When they sign up, tap Convert to create a client (face-to-face or online) — their details carry over.

Your Dashboard shows a Leads Converted stat so you can track your conversion rate.

1. The fastest way in: on the Expenses tab tap Import CSV on the Expense Log — download your transactions as CSV from your bank, drop the file in, then confirm/categorise the rows.
2. For anything the bank file won't catch (cash, a one-off), tap + Add to type it in — one at a time, or paste a batch.
3. On the Bills tab, plan regular costs (rent, software, insurance) ahead. Bills are a forecast, so they never double-count — a bill only counts as spent once the real payment appears in your Expense Log (use Mark paid for cash or non-imported costs).

Everything in the Expense Log flows into your profit figures and tax estimates.

On the Report tab pick a period (week, month, quarter, or full financial year).
You'll see income, trainer cost, gross profit, overheads and net, with a comparison to the previous period.

Tap Export CSV on any view to hand clean numbers to your accountant.

On the Tax tab set your GST % and registration status. Income tax is estimated automatically from the current ATO brackets.
It then estimates the tax to set aside, GST collected, and BAS figures from your tracked income and expenses — so you can put money aside as you go.

⚠️ Estimates only — not accounting or tax advice. Always confirm with a registered tax agent before lodging.

Open Settings (⚙) → Business:
1. Add your name, business name, ABN and contact.
2. Upload your logo (a light version for dark mode and a dark version for light mode) and your trainer photo.
3. Add your invoice notes / payment terms and Stripe payment link.

These appear on every invoice and on your profile.

In Settings (⚙) → Account you can see your sign-in email and method, send a password reset, enable two-factor (2FA), check your subscription/access status, and copy your referral link.

The option to permanently delete your account and data is also here.

3 steps to get going:
1. Add your clients — tap the Clients tab → + Add Client. Enter their name, session type, rate, and payment method (Prepaid Pack or W2W Direct Debit).
2. Log your first week — tap Weekly. Each client has a row. Tap a day cell to mark a session delivered.
3. Check your dashboard — tap Dashboard to see revenue, client counts, and anything that needs your attention.

That's it. Momentum tracks everything automatically from there.

Prepaid Pack — client buys a block of sessions upfront (e.g. 10 × $90). Each session you deliver deducts one credit from their balance. When their pack runs low, you'll be prompted to record a top-up.

W2W (Week to Week) — client pays a fixed amount each week regardless of sessions delivered. If they miss a session, they accumulate a makeup credit that they can use later at no extra charge.

If you have a subscriber access code, enter it in the "Already have a code?" field on the paywall screen.

If you're a new subscriber, tap Start Free 30-Day Trial to set up your subscription via Stripe. You'll receive your access code by email once payment is confirmed.

Your 30-day free trial starts the moment you subscribe — no charge until the trial ends, and you can cancel anytime.

Your data lives in your browser's local storage on this device and syncs automatically to secure cloud storage while you're signed in.

That means: sign in on a new phone or computer and your business loads. If this browser's site data gets cleared, your cloud copy pulls straight back down at next sign-in.

Belt and braces:
• Still download a manual backup before big changes — Export Backup in Settings.
• If two devices change the same data, Momentum asks which version to keep — it never silently overwrites.

Your business coach, built into Momentum. It has live context of your roster, session credits, balances, weekly tracking and revenue — so answers use your real numbers, not generic advice.

Open it from the Momentum Intelligence panel at the top of this Help tab.

• Who owes sessions or is low on credits?
• Summarise my month.
• Draft a follow-up for clients running low.
• Build a 60-min strength session.
• Content ideas for my socials.

Anything it says about your business comes straight from your data.
▶ Watch how

You need to be signed in with an active subscription.

When you ask a question, your roster snapshot and the conversation are sent securely to our AI provider to generate the reply — that's its only use. Full details are in the Privacy Policy.

Sessions have two away types: Holiday and Injury / Medical (shown with a red ✚ — covers sick, surgery and rehab breaks).

Both work the same way: no charge, no credit change — the week just shows why they weren't in.

No — suspend them. It sits between live and archived: tap ⏸ Suspend on the client's panel, or the pause icon on their row in Clients.

A suspended client stays on the weekly roster and stays tickable (so a one-off session needs no un-suspending), but drops to the bottom of the list and stops raising alerts — no "quiet 6 weeks", no empty-pack nudge, no incomplete-profile warning. Set a suspend-until date and they come back on their own. A client inside an away period counts as suspended automatically.

Archive is for people who have genuinely finished. It hides them from the roster from the day you archive them — earlier weeks keep their sessions and their revenue, exactly as they happened. Unarchiving works the same way, from the day you do it, so a client who takes a season off leaves a gap the width of that season rather than a hole through their whole history.

Suspended clients fold into a ⏸ Suspended group at the bottom of the weekly sheet — tap it to open them. If somebody has been suspended eight weeks or more with nothing logged since, the group offers to archive them and asks about one person at a time. Not yet puts the question away for another eight weeks.

Reports → Finished Clients, which appears once you have archived somebody. One row each, highest value first, all time — it ignores the period pills on purpose, because the number you want beside a name you have just closed is the lifetime one.

Value is everything they ever paid you. Avg is what their sessions actually blended out at once rate changes and 2:1s are counted — not whatever their rate field says today. Span is first session to the day you archived them, and /wk is sessions per week across that whole span, not just the weeks they came in.

Pack is the one worth reading twice. +3 means three sessions they paid for and never used — service you still owe. −2 means two sessions you delivered past their pack that were never invoiced. Both quietly vanish when a client leaves the roster, which is exactly when you want to see them.

Yes — use Repeat Week on the Weekly view to carry last week's session layout into the current week, then adjust the one-offs instead of re-ticking everyone from scratch.

On the Weekly tab, find the client's row. Each column is a day of the week (Mon–Sun). Tap the day cell to cycle through session states:

• Empty → session delivered ✓
• Tap again → paid cancellation
• Tap again → unpaid / no-show
• Tap again → makeup session delivered
• Tap again → back to empty

For more options (like marking away), long-press or hold the cell to open the full context menu.

Regular session (green) — session delivered, revenue counted.
Paid cancellation (yellow) — client cancelled within the policy window (e.g. same day). Revenue still counted, pack credit deducted.
No-show / unpaid cancel (red) — client did not show and is not charged. For W2W clients: a makeup credit is added. For pack clients: no deduction.
Makeup session (blue) — delivering a session owed from a previous no-show. Decrements a makeup credit.
Away (grey strikethrough) — client is on holiday. No charge, no credit change.

At the top of the Weekly tab, tap the ◀ arrow to go back one week, or ▶ to go forward. The current week date range is shown in the centre.

You can go back as far as your data exists. All edits to previous weeks are saved automatically.

Yes. Tap the 📝 Notes icon on the weekly tab (usually at the bottom of the screen) to add a free-text note for the entire week. This is useful for recording public holidays, program changes, or anything else relevant to that week's training.

Open the Calendar tab and paste your calendar's secret iCal link.

• Google: Calendar settings → your calendar → Secret address in iCal format.
• Apple / Outlook: share or publish the calendar and copy the private link.

The link syncs across your devices automatically, and the Remove button disconnects it anytime.
▶ Watch how

Run an import from the Calendar tab — you get a date-sorted preview before anything is saved.

• Repeat sessions for the same new client are grouped into one client profile — no duplicates.
• Each session pre-fills the client's preferred payment method.
• Recurring calendar events are expanded so every session lands in the right week.
▶ Watch how

Detected automatically and split into two linked rows — half-fill and half-rate each — tagged with a 2-ON-1 badge, so each person's revenue stays accurate.

Each client can remember how they usually pay — it pre-fills new and imported sessions so you're not choosing every time.

Profiles missing key details (like a preferred payment method) get an incomplete flag on the roster so you can finish them off.

Go to the Clients tab and tap + Add Client at the top of the page. Fill in:

• Name — client's full name
• Session type — what you call the session (e.g. "Training") and the hourly/session rate
• Payment method — Bank, Cash, or Stripe
• Billing type — Prepaid Pack or W2W (Week to Week)
• Contact details — optional phone and email
• Notes / goals — anything you want to remember about this client

Tap Save and they'll appear in your weekly grid immediately.

On the Clients tab, tap the client's card to open their profile panel. Then tap ✎ Edit to open the full edit form.

Alternatively, tap a client's name in the Weekly tab to open their panel, then tap 👤 Full Profile.

Open the client's edit form and scroll to the bottom. You'll find an Archive option which hides the client from active views without deleting their history, and a Delete option which permanently removes all their data.

Tip: Archiving is recommended over deleting so your historical revenue reports remain accurate.

Yes. In the client panel's Session Types section, tap + Add session type to add a second type (e.g. "Assessment" at a different rate). Each type maintains its own pack balance. When you log a session, you can choose which type it was via the day cell context menu.

Method 1 — Quick (from the client panel): Open the client's panel (tap their row or profile), find the Pack Balance section, and tap + Record Top Up. A small form expands in place — enter the number of sessions, amount, payment method, and date, then tap Save Top Up.

Method 2 — Full (from Invoicing tab): Go to the Invoicing tab, select the client, fill in the form, and tap Record Package. This also lets you attach an invoice.

Open the client panel (tap their name or row in the Weekly tab). The Pack Balance section shows the current credit balance as a number and a progress bar. The balance is updated automatically as sessions are delivered each week.

The Dashboard tab has a Needs Attention panel. The 🔴 and 🟡 sections list clients whose packs are empty or low (1–3 sessions remaining). Tap Top Up next to a client name to record a new pack purchase immediately.

W2W clients pay the same amount each week, even if they miss a session. When a session is missed (no-show/late cancel), Momentum records a makeup credit on the client's account.

When you later deliver a makeup session, mark it as Makeup in the day cell context menu. This decrements their credit balance by 1.

Makeup credits never expire and can accumulate if multiple sessions are missed.

Open the client's panel (tap their name in the Weekly tab). The Makeup Credits section shows the current balance — the number of makeup sessions they're owed. You can also manually adjust the balance here using the + and − buttons if needed.

Yes. Open the client panel and use the − and + buttons in the Makeup Credits section to adjust the balance up or down. This is useful if you need to correct a historical entry or agree to adjust a balance with your client.

Open the invoice and hit Mark paid. Paid invoices show a PAID badge, so outstanding vs settled is obvious at a glance.

Go to the Invoicing tab and tap Generate invoice at the top — the builder drops down on the same page. Select the client, fill in the line items (sessions, rate, etc.), then tap ⚡ Generate Invoice.

Tap the ⚙ Settings icon (gear icon, usually top-right). In the Business Details section, enter your trading name, ABN, address, and bank details. These will automatically appear on every invoice.

If you're GST-registered, enable the GST Registered toggle and set your GST rate (default 10%). GST will then be shown as an included-in-price line item on all invoices and BAS reports.

Yes. The invoice number field auto-increments each time you generate a new invoice. You can manually override it if you need a specific number. The prefix (e.g. "INV-") is editable in Settings.

Go to the Expenses tab and tap + Add on the Expense Log. Enter the description, amount, category (e.g. Equipment, Marketing, Insurance) and date, then tap + Add to Log. Pick Paste a batch in the same window to enter several at once.

Step 1: Log into your bank's internet banking. Go to transaction history and export as CSV. Supported banks include NAB, CBA, ANZ, Westpac, ING, Macquarie, Bendigo, Suncorp, and Up Bank.

Step 2: Go to the Expenses tab → tap Import CSV on the Expense Log → select your bank → drag and drop the downloaded CSV file onto the upload area.

Step 3: Momentum will parse the transactions and show a preview. Review the entries, categorise them, and tap Import Selected to add them to your expenses.

Momentum includes common PT business categories: Equipment, Software & Subscriptions, Insurance, Marketing & Advertising, Education & CPD, Uniforms & Clothing, Travel, Rent & Facilities, Professional Services, and Other.

These categories feed directly into your BAS report and Tax Summary, so categorising accurately is important for your accountant.

Go to the Tax tab. Select the BAS period (quarter) from the dropdown and tap Generate BAS Report. The report shows:

• Total GST collected on income (G1 / 1A)
• Total GST paid on expenses (1B credits)
• Net GST payable
• Gross income and expenses for the period

You can print this report to give to your tax agent, or use the numbers to complete your BAS on the ATO's Business Portal.

The Reports tab shows a full income and expense breakdown. Choose a date range (monthly, quarterly, or custom) to see total revenue, total expenses, and net profit. You can print this summary for your accountant at end of financial year.

Yes. On the Dashboard, expand the Income by Client panel. It shows a bar chart of each client's revenue contribution over the selected period. You can also drill into a specific client's profile to see their full session and payment history.

This Week — revenue earned in the current week vs last week (% change).
This Month — revenue earned so far this month.
Active Clients — total paying clients (prepaid + W2W split shown).
Online MRR — monthly recurring revenue from online clients (only shown if you have online clients).

Tap any KPI card to drill into the relevant section.

The Needs Attention panel highlights things that need action:

• 🔴 Pack Empty — clients who have run out of sessions
• 🟡 Pack Low — clients with 1–3 sessions remaining (shows estimated weeks left)
• 🔄 Makeup Sessions Owed — W2W clients with outstanding makeup credits
• 💤 At-Risk Clients — clients who haven't had a session in 3+ weeks

Each entry has a quick-action button so you can act immediately.

Go to Settings (gear icon) → Export Backup. A JSON file will download to your device containing all your clients, sessions, packages, and expenses. Save this somewhere safe (e.g. iCloud, Google Drive, or email it to yourself).

Tip: Back up at least once a week, especially before any browser updates or device changes.

Go to Settings → Import Backup. Tap the file picker and select your backup JSON file. Your data will be restored.

Warning: Importing a backup will overwrite your current data. Make sure you're importing the correct file.

Just sign in. Your data syncs to secure cloud storage while you're signed in — open Momentum on the new device, sign in, and your business loads automatically.

Want a manual copy as well? Belt and braces:
1. On your old device, export a backup (Settings → Export Backup).
2. Transfer the file to your new device (email, AirDrop, Google Drive, etc.).
3. On the new device, go to Settings → Import Backup and load the file.

Every ticked session bills at that day's rate: a per-day session type rate if you've set one, half the pair rate for a 2:1 session, otherwise the client's base rate on that date — when you change a rate, past weeks keep the old rate.

W2W clients: the weekly debit stays constant. A missed session still counts as revenue in the week it was missed (the debit was paid) and a makeup credit is recorded. The makeup delivery later is not billed again — so nothing is double-counted.

Prepaid clients: each delivered session bills at that day's rate and uses one pack credit. Online coaching income for the week is added on top.

Balance = sessions bought − sessions delivered − paid cancellations.

Open any prepaid client's panel and the Pack Balance section shows the working under the number, e.g. "10 bought − 7 delivered = 3 left". If part of the balance can't be explained by recorded top-ups — a starting balance from before you used Momentum, or a manual credit edit — it's shown honestly as adjustments rather than hidden.

Unticking a session puts the credit straight back. A negative balance is flagged in Needs Attention → Data Checks.

Momentum quietly checks your data for numbers that shouldn't be possible and lists them under 🧮 Data Checks on the Dashboard:
• Negative pack balance — a session was ticked without a matching top-up.
• Sessions on an archived client — ticks this week on someone you've archived.
• Sessions on future days — marked done before the day has happened (usually a mis-tap).

Each row has a button that takes you straight to the fix. No checks shown = nothing impossible found.

Yes — nothing is hidden. Totals are recomputed from your raw session records every time you open a view (never cached), the pack working is shown in each client's panel, and Settings → Export Backup gives you every record as a plain, readable file you can open anywhere. If a number ever looks wrong, the Data Checks section is the first place to look.