Client Management

Online Sessions (Zoom, Google Meet, Cal.com)

Running online sessions and classes with BuildStability:

You can mark a 1:1 appointment OR a recurring group class as online and attach a video meeting link. Your client gets a branded Join button in the app, in their confirmation email, and in their reminder. No copy-pasting meeting links into messages.

Set up a 1:1 online appointment:

1. Open Create or Edit Appointment. 2. Under Session format, switch from In-person to Online. 3. Pick your Video platform (Zoom, Google Meet, Cal Video, Whereby, Jitsi, Microsoft Teams, or Other). 4. Paste the meeting link. 5. Save.

We detect the platform from the URL. Paste a `zoom.us` link while Zoom is not selected and we will prompt you to switch. Paste a full Zoom or Meet email invitation (with dial-in numbers and passcodes) and we will extract the link and keep the rest in Notes.

Set up an online group class (recurring):

Group classes store the meeting link ONCE at the class template level. Every generated session inherits it, so you paste once and forget.

1. Go to Calendar → Group Classes and click Create New Class (or Edit an existing class). 2. Fill out Basics, Instructor, and Schedule. 3. In the Where section, pick Online, select your platform, paste your link. 4. Under the link field, helper text confirms: *Used for every session in this class. Paste once.* 5. Save. Every future session of this class now shows the Join button. 6. Update the link later? Edit the class, paste the new link. Every future session immediately picks up the change. No re-send or regeneration required.

1. Open the class Roster (the Roster button on the class card). 2. If the class is online and has a valid link, a Send link to N attendees button appears above the attendee list. 3. Pick Email, SMS, or Copy: - Email opens your mail app with every attendee in BCC (they don't see each other's addresses) and a pre-written body with the join link. - SMS opens your phone's messaging app with every attendee pre-filled and a short reminder body. - Copy puts the link on your clipboard. 4. Review the message in your app and press Send.

Because the send goes through your own device, delivery matches your existing mail/SMS provider and replies come back to you normally.

What your client sees:

- Confirmation email with a prominent Join button that opens the right video app. - Session card in the app with a cyan accent and a Video icon. Group sessions look the same as 1:1 sessions (same Join button, same platform icon) so clients don't have to learn a second pattern. - Join button goes live 10 minutes before session start, stays live until 15 minutes after the scheduled end. - Calendar event (.ics attachment) with the meeting link embedded.

On the trainer calendar:

Online sessions get a thick cyan ring around the event chip and a small ONLINE pill inside the chip, right next to the session name. Both signals work across Day, 3-Day, Week, and Month views, on the primary-blue 1:1 colour and the teal group-class colour. At a glance, cyan means online. The chip resolves the meeting whether the link lives on the appointment (1:1 override) or on the parent class (group default).

Empty group class sessions show an EMPTY pill in the same spot as the ONLINE pill (white background, amber text). Glance across a week and you can tell which classes have nobody booked yet without opening a single modal. An empty online class shows both pills side by side: ONLINE + EMPTY.

Starting an online session from the calendar:

1. Click any online session on the calendar to open the details panel. 2. For a 1:1 online appointment, the Start button sits under the client's contact row with the platform icon (Start Zoom, Start Meet, Start Cal Video, etc.). 3. For an online group class, the same Start button is now the primary action at the top of the action panel. View Attendees demotes to a secondary outlined button underneath it. 4. Click Start. The meeting opens in a new browser tab (desktop) or in the installed provider app (iPhone/Android) when universal links are supported.

If you open an online group class and see an amber "No meeting link set on this class" panel, the class template has no link yet. Click Edit Class Schedule to open the class, paste a link in the Where section, and save. Every future session of the class picks it up automatically, including the one you're looking at.

On the Group Classes list page:

Every class card shows a Recurring pill so you know you are looking at a template, not a single session. Online classes show a Video icon and the platform name (e.g. *Online · Zoom*) where the venue normally sits. In-person classes keep the venue line. A format chip row at the top lets you filter to Online only or In-person only with one click.

Native iOS / Android:

Tapping Join on a Zoom link opens the Zoom app if installed, otherwise falls back to the browser. Google Meet, Cal Video, and Teams use standard universal links, so iOS and Android route to the installed app when present.

Yes. You do not need to create a recurring meeting inside Zoom, Google Meet, or any other provider to match your Build Stability recurring class. Build Stability handles the class recurrence. The provider keeps the room alive. Paste one link and forget.

Here is how each provider handles link reuse, as of April 2026. Providers change these rules from time to time, so check the provider's current documentation if anything feels off.

- Google Meet. A link like `meet.google.com/xkh-ajbu-iug` is a reusable room code. Anyone with the link can join any time, on any day. Google Meet keeps the code alive for about 90 days of inactivity, so the code stays valid as long as someone uses it at least once every 90 days. Your Wed/Thu/Fri class runs forever on one link. - Zoom (scheduled meeting). A standard link like `zoom.us/j/1234567890` also works on repeat. Zoom keeps the meeting ID active for about 365 days after last use. You do not need to mark the meeting "recurring" inside Zoom. - Zoom (Personal Meeting ID / PMI). Your PMI never expires. Many trainers paste their PMI link once and that's the setup, forever. One caveat: if you created the meeting with "require registration" or "waiting room per attendee", those settings can behave oddly across multiple days. A plain scheduled meeting or your PMI is the frictionless path. - Microsoft Teams. Same story as Zoom. Teams meeting links are reusable. - Cal Video, Whereby, Jitsi. All room-based. One link, unlimited uses.

Gotchas to watch.

- Free Zoom accounts cap group calls at 40 minutes per session. The cap is per session, not per day. Your Wednesday class and your Thursday class each get their own 40-minute window on the same link, but each day's call ends at the 40-minute mark. - Free Google Meet caps group calls at 60 minutes per session. Same pattern as Zoom. Same link, separate 60-minute window per day. - Cal Video free has no time cap. Best option if you run 60-plus-minute group classes and don't want to pay for Zoom or Meet. - Free-tier limits change. The numbers above are accurate as of April 2026. Always check your provider's current free-plan page if a call cuts off at an unexpected time. We don't control these limits and we won't get a notification when they move. - Security habits still apply. Rotate your meeting link or passcode if you suspect it's been shared publicly (for example, posted on social media by a client). Build Stability keeps the link private by default. Only confirmed attendees see the Join button, and only within 10 minutes of class start.

Choosing a video platform, free-tier tips:

- Zoom free: 40-minute cap on group calls, 1:1 unlimited. Good for short PT sessions. - Google Meet free: 60-minute cap on group calls, 1:1 unlimited. Good if you already have a Google account. - Cal Video (cal.com free): No time cap. Best for group classes longer than 40 minutes. - Whereby free: 45-minute limit, 100 participants. Quick 1:1. - Jitsi: Free, no signup, no time cap. Privacy-focused.

Cost: BuildStability charges no add-on fee for online sessions. The booking, notifications, Join button, and bulk send controls are included in your plan. Your video provider may have its own pricing or free-tier limits (see above). That is between you and them. We do not meter your meetings.

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