Getting Started

Your First Steps

After signing up, your Dashboard guides you through four setup steps:

Step 1: Create Your First Plan — Use AI to generate a professional training plan in seconds. This is the fastest way to see Build Stability in action.

Step 2: Invite Your First Client — Send a professional invitation so your client can access their portal.

Step 3: Assign Plan to Client — Connect your training plan to a client so they can start their program.

Step 4: Set Up Memberships — Create service plans (memberships, packs, passes) to start tracking sessions. You can optionally connect Stripe for automatic management, or use manual tracking and handle collection your way.

Each step can be skipped and revisited later. Additional setup tasks like branding, team invites, and availability are tracked separately on the Dashboard.

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