Launch checklist · Personal services

Launch checklist for a personal trainer: from install day to the first full week.

Everything to do before, during and after your Clover goes live, in the order a personal trainer needs it.

✓ Installed by our team and supported by phone. Rates and equipment are quoted to your business.

Before install day

At Merchant Fund Express, we set up Clover for launch checklist for a personal trainer: the right devices, the features that matter in your workflow and on-site training for your staff.

Confirm where the Flex Pocket will sit and where power and the connection come from.

Decide who gets which login and who can refund or discount.

Photograph your current menu board or price list so items can be built from it.

Write down your top ten sellers and the modifiers each one needs, in the words your staff use.

Gather a recent processing statement for the free rate review.

On install day

A Flex Pocket in a pocket or gym bag with cellular and digital receipts, plus invoicing for packages sold remotely.

Printers and drawers are fired off to confirm they work together.

Items, prices and modifiers are built with you in the room.

Printers and drawers are fired off to confirm they work together.

Items, prices and modifiers are built with you in the room.

Your first service

Trainers sell packages and recurring sessions, and often meet clients at gyms, parks or homes, so a payment tool must travel.

Write down anything that felt slow so it can be fixed the same day.

Keep the support number on a card by the register.

Close out at your usual time and compare the report to the drawer.

The first week

Collecting payment by app transfer and tracking it in a spreadsheet leaves no record for your accountant.

Decide whether a second device would remove a bottleneck you saw.

Tell us what your staff keep asking about so we can add training.

Review the item report and trim buttons nobody uses.

What your first day usually looks like

Open

sessions for the day are reviewed.

Session

packages are checked and decremented.

Between sessions

new packages are sold.

Close

package balances are totaled.

How the catalog should be organized

Session packs and monthly plans are items; renewals are the key moment.

A trainer's calendar and a trainer's revenue are the same thing. Selling packages that expire, rather than open-ended sessions, creates a natural renewal moment, and a report of clients with one or two sessions left is the list to work from each week.

Why work with us

With Merchant Fund Express you deal with the people who set the system up. We come on site, train your team and stay reachable by phone, and our funding side is there if you later need capital or equipment financing.

Common questions

Can I invoice a package before the first session?

Yes. Invoicing lets you send a payment link so the client pays by card before you meet.

Can I take payment at a park or client's home?

A Flex Pocket works on cellular, so you can take payment anywhere you train.

Can I get a free review of my current processing?

At Merchant Fund Express, yes. Send or read us a recent statement and we will walk through what you pay today, with no obligation.

What happens if something breaks on a busy day?

Call (305) 384-8391. We help you troubleshoot, switch to a backup device or arrange a replacement, and we plan a backup connection when we set you up.

Can I sell session packs?

Packages can be sold as items with a session count that is decremented at each visit, so the client and the trainer see the same balance at every session.

Can I bill monthly?

Recurring billing tools can support monthly plans; we confirm the right setup for your training business.