TARA TRAINING DASHBOARD

UPDATED IN REAL TIME · MAY 2025

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TOTAL CLIENTS

$0

MONTHLY REVENUE

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OVERDUE PAYMENTS

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DUE THIS WEEK

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PAID UP TO DATE

CLASS BREAKDOWN

CLASS

CLIENTS

CAPACITY

QUICK ACTIONS

CLIENT INTAKE FORM

NEW AND EXISTING CLIENTS · FILL ONCE · STORED FOREVER

👤 PERSONAL INFORMATION

First Name *

Last Name *

Date of Birth

Client Type *

📞 CONTACT INFORMATION

Phone Number *

Email Address *

Street Address

City

State

Zip Code

📱 SOCIAL MEDIA HANDLES

🕐 CLASS SELECTION *

5 AM

EARLY RISE

6 AM

MORNING

7 AM

MORNING

8 AM

MID MORNING

9 AM

MID MORNING

4 PM

AFTERNOON

1:1

PRIVATE

📱

VIRTUAL

💳 MEMBERSHIP & PAYMENT

Membership Tier *

Custom Rate (if Private)

Monthly Due Date *

Preferred Payment *

Payment Handle / Username

Join Date

🎯 GOALS & HEALTH

Primary Fitness Goal *

Current Weight (lbs)

Height

Any injuries or health conditions Tara should know?

Emergency Contact Name & Phone

📝 LIABILITY WAIVER

I understand that participation in fitness training with Tara Training involves physical activity which may carry inherent risks. I voluntarily assume all risks associated with participation. I agree to follow all instructions provided by my trainer. I acknowledge that Tara Training is not responsible for any injury or loss sustained during training sessions. I confirm that I am physically capable of participating in a fitness program and have consulted a physician if necessary. I agree that all personal information provided will be kept confidential and used only for training purposes.

I have read and agree to the liability waiver above *

Digital Signature (Full Name) *

Date Signed

ALL CLIENTS

103 ACTIVE MEMBERS · CLICK ANY ROW TO EDIT

NAME	CLASS	TIER	EMAIL	PHONE	DUE DATE	PAYMENT	STATUS	ACTIONS

CLASS ROSTER

LIVE VIEW · ALL CLASSES · MAY 2025

BILLING TRACKER

MONTHLY DUES · PAYMENT STATUS · SEND REMINDERS

CLIENT	CLASS	TIER	AMOUNT	DUE DATE	STATUS	PAYMENT METHOD	SEND INVOICE	MARK PAID

CREATE INVOICE

EDITABLE · SEND VIA LINK OR SCREENSHOT

INVOICE EDITOR

Client Name

Invoice Date

Due Date

Membership Tier

Custom Amount

Description / Notes

Preferred Payment Methods

Venmo Cash App Zelle Cash

Your Payment Handles

LIVE PREVIEW

TARA TRAINING

FITNESS & ACCOUNTABILITY

INVOICE

INV-2025-0042

BILLED TO

Sarah M.

Elite Member

INVOICE DATE

May 1, 2025

DUE DATE

May 5, 2025

Elite Membership

May 2025 — Elite Membership
Includes: 6x weekly sessions + weekly check-ins

$300

TOTAL DUE

$300

PAYMENT OPTIONS

💙 VENMO 💚 CASH APP

Venmo: @TaraTraining · Cash App: $TaraFit

May 2025 — Elite Membership
Includes: 6x weekly sessions + weekly check-ins + full program access

THANK YOU FOR BEING PART OF TARA TRAINING

WEEKLY CHECK-INS

REGISTERED CLIENTS ONLY · REVIEWED EVERY MONDAY

🔔 SUNDAY BROADCAST

Send the check-in link to 0 registered clients at once

SUBMITTED THIS WEEK

0

of 0 registered clients

NOT YET SUBMITTED

0

follow up Monday

CLIENT SUBMISSION FORM

Share this section link with clients every Sunday. They fill it in and Tara sees it instantly in the log below.

Your Name *

Current Weight (lbs)

Sessions This Week *

Energy Level (1–10) *

${[1,2,3,4,5,6,7,8,9,10].map(n=>``).join('')}

Nutrition Compliance (1–10) *

${[1,2,3,4,5,6,7,8,9,10].map(n=>``).join('')}

Biggest Win This Week

Challenges / Notes for Tara

Did You Refer Anyone This Week?

TARA'S REVIEW LOG

INSTAGRAM BROADCAST

@TARA_TRAINING · REPLACE WHATSAPP ENTIRELY

HANDLE

@TARA_TRAINING

instagram.com/tara_training

BROADCAST CHANNEL

TARA TRAINING HUB

clients follow · push updates

SUNDAY CHECK-IN

7:00 PM

weekly broadcast time

MONTHLY CAROUSEL

1ST OF MONTH

post new program

HOW TO SET UP BROADCAST CHANNEL

01

OPEN INSTAGRAM

Tap the paper plane icon (Direct Messages) at the top right

02

CREATE CHANNEL

Tap the pencil icon → Select "Create broadcast channel"

03

NAME IT

Name: "TARA TRAINING HUB" → Set end date to Never → Create

04

INVITE CLIENTS

Share invite link in your stories → clients tap to join → done

BROADCAST MESSAGE TEMPLATES

Click COPY on any message — paste directly into your Instagram Broadcast Channel

WEEKLY BROADCAST SCHEDULE

DAY	TIME	TYPE	CONTENT
SUN	7:00 PM	REQUIRED	Weekly check-in link + motivation push
MON	6:00 AM	WEEKLY	This week's workout schedule posted
WED	12:00 PM	WEEKLY	Midweek motivation or nutrition tip
FRI	5:00 PM	OPTIONAL	End of week shoutout — celebrate wins publicly
1ST	8:00 AM	MONTHLY	New month carousel posted to feed + broadcast

WHY INSTAGRAM OVER WHATSAPP

FEATURE	INSTAGRAM BROADCAST	WHATSAPP BROADCAST
Clients already follow you	✓ YES	Separate signup
Post photos + videos	✓ YES	✓ YES
Clients can react (not reply)	✓ Clean	Can reply = chaos
Grows your public following	✓ YES	✗ NO
Links to your content	✓ YES	✓ YES
Professional feel	✓ On brand	Feels casual
Cost	FREE	FREE

BUSINESS SETTINGS

EDIT PRICES · TIERS · PAYMENT INFO · NO CODE NEEDED

MEMBERSHIP TIERS

Changes update everywhere instantly — billing, invoices, intake form

PAYMENT SETTINGS

Your payment handles shown on every invoice sent to clients

Venmo Handle

Cash App Handle

Zelle (Phone or Email)

Accept Cash?

BUSINESS INFO

Business Name

Your Name

Instagram Handle

Website

Invoice Footer Message

🔐 MONTHLY CHECK-IN PIN (4 DIGITS)

Change every month. Send the new code to clients via Instagram Broadcast every Sunday.
Clients enter this code before accessing the check-in form.

CLASS SCHEDULE

Edit class times and capacity limits

INSTAGRAM FEED

@TARA_TRAINING · LIVE ON THE SITE · ADD VIDEOS & REELS

How the live feed works: Use Behold.so (free) to embed your real @tara_training Instagram feed on the homepage. Sign up at behold.so → connect Instagram → copy the embed code → paste it into index.html where marked. Your feed updates automatically every time you post.

FEED SETUP

3-STEP SETUP — ONE TIME ONLY

01

SIGN UP AT BEHOLD.SO

Free plan · Connect Instagram · Authorize @tara_training

02

COPY EMBED CODE

Dashboard → Get embed code → Copy the script tag

03

PASTE INTO INDEX.HTML

Find the Instagram section in index.html · Paste code · Redeploy to Netlify

FEATURED VIDEOS & REELS

Pin a specific reel or video to appear at the top of your site — separate from the feed grid

ADD FEATURED REEL OR VIDEO

INSTAGRAM REEL / POST URL

CAPTION (SHOWN ON SITE)

PIN TO HOMEPAGE?

CURRENTLY FEATURED

NO FEATURED POSTS YET — ADD ONE ABOVE