Quick start

Sessions Pro is a WordPress plugin for managing clients, sessions, programs, and payments (manual tracking in the free version; Stripe with the Premium add-on).

Since the May 2026 redesign, the coach workspace is mainly driven from the WordPress admin (menu Joolweb Sessions Pro). The front (coach home pages, calendar, mobile client profile) remains a field complement, optimized for smartphones — not a duplicate of the admin.

1. 1

   Install and activate the plugin from Plugins.

2. 2

   On activation, the setup wizard opens (or go to Joolweb Sessions Pro → Setup wizard).

3. 3

   Go through the steps:

   • Welcome — overview of the process
   • Checks — WordPress, PHP, email test
   • Timezone — essential for session times and reminders
   • Pages — coach / client / login pages created automatically; verify the links
   • Settings — email reminders, sender, cron URL (recommended in production)
   • Done — shortcuts: add a client, new session, dashboard
4. 4

   Open Joolweb Sessions Pro → Dashboard: this is your control center.

WordPress admin — source of truth

This is where you configure your business and manage volume:

Recent features reserved for the admin (don't look for these on the front first):

• Enhanced client profile (KPIs, tabs, coach notes)
• New bundle wizard and bulk session generation
• Detailed financial tracking and charts
• Session list filters (e.g. pending email confirmations)

Site front — field terminal (mobile)

Pages created on activation (default slugs):

Client profiles without a dedicated WP page: URL /customer/{id}/ (sessions, finances).

The coach front is mainly for:

• Quickly viewing and editing today's session (status, payment, notes)
• Sending emails via the session modal ("Save" / "Save and notify")
• Working on mobile between appointments

The installation wizard no longer promotes the coach front as the main tool: bookmark the admin or admin dashboard instead.

1. 1

   Joolweb Sessions Pro → Add Customer (or Customers → add link).

2. 2

   Enter first name, last name, email (required for a client account).

3. 3

   Save. The client receives a WordPress account (role client) to access their area.

4. 4

   Open the client profile:

   • Overview — upcoming / past sessions, coach notes
   • Programs — create a bundle via New bundle (3-step wizard)
   • Finances — payments per session
   • Contact — contact details and login credentials

Sending login details: from the profile, use the provided actions (welcome / reset) — passwords are never displayed in plain text in the interface.

From the admin (recommended)

1. 1

   Sessions → Add New (or New session link from the dashboard / wizard).

2. 2

   Enter client, date/time, coach, status, price, location, video link, documents if needed.

3. 3

   Save with:

   • Save — saves without emailing the client
   • Save and notify — sends confirmation or update depending on context

The session email log shows what was sent.

From the front (field)

1. 1

   Open Coach home → Create / edit session modal.

2. 2

   Same explicit sending principles (no automatic email on every save).

Reminders (e.g. 24 h before) are sent via the WordPress cron if enabled in settings.

1. 1

   Programs in the admin → Customer bundles / Models tabs.

2. 2

   Create a reusable template (number of sessions, price, default location…).

3. 3

   On a client profile, launch New bundle: choose the offer, schedule time slots, confirm → sessions are generated.

4. 4

   Bundle detail: admin.php?page=joolwebsp-forfait&forfait_id=…

After logging in, the client lands on My client area:

• Upcoming sessions and history
• Pending payments (manual tracking in Free; pay online button if Premium + Stripe)
• Profile (name, email, password, phone)
• Cancellation possible based on the window set by the coach (settings)

The coach doesn't need to duplicate the entire site menu: a My account / Login link is often enough.

The Premium add-on installs on top of the free plugin; it does not replace the core product.

Website: sessionspro-app.com

• [ ] Setup wizard completed (timezone OK)
• [ ] At least one client created in admin
• [ ] At least one session scheduled
• [ ] Email test successful (wizard or settings)
• [ ] Reminder cron configured if the site has low traffic
• [ ] Client area page tested with a client account
• [ ] (Optional) Coach home bookmarked on mobile for the field

• Detailed documentation: Guide index
• Admin vs coach front: Coach surfaces
• What the client sees: Client area
• Frequently asked questions: FAQ