Built for coaches, personal trainers & freelancers

A business management software that works as hard as you do.

Stop wasting time on spreadsheets. PT Biz gives coaches, personal trainers, and freelancers one place to invoice clients, track sessions and expenses, and grow their business.

Free to get started. No credit card required.

Everything you need to run your business

Built for independent pros — coaches, trainers, and freelancers — not generic business owners.

Custom Branded Email Invoicing

Invoices arrive in your client's inbox under your business name — never a generic no-reply address. Your real email is set as the reply-to, so client replies come straight to you, and every invoice includes a one-click pay link.

Income Tracking Made Easy

Track live sessions, expected sessions, and monthly revenue per client automatically. See your YTD income, lifetime revenue, and average earnings at a glance.

Custom Branding

Upload your logo, set your accent color, and customize every label on your invoice. Your clients see a polished, professional document that reflects your brand.

Analytics Dashboard

Get a real-time overview of monthly and yearly revenue, outstanding invoices, referral payouts, and client performance — all in one clean dashboard.

Bulk Invoicing

Generate invoices for all your clients in seconds. Select clients, hit generate, and every invoice is created and ready to send — no repetitive data entry.

Secure Payments via Stripe

Clients can pay online with a credit card through Stripe. Payments are secure, tracked, and automatically marked paid in your dashboard.

Bank Sync & Expense Tracking

Connect your bank and transactions import automatically. Categorize them, flag what needs a second look, and keep your books current without a spreadsheet.

Budget Mode

Set a monthly plan and drag real transactions into your categories. See planned versus actual and catch overspending while there is still time to adjust.

Freelance-Style Invoicing

Not every job is a session. Build invoices from your own line items — materials, labor, hourly work, flat fees — with notes and reusable items.

Public Sales Page

Publish a branded page with your bio, testimonials, and booking calendar. Every form submission lands in your leads pipeline automatically.

Client Portal

Give clients a secure, no-password link to view their sessions and invoices and keep their own profile details up to date.

Calendar in One Place

Connect Google Calendar to view your appointments alongside your sessions, and see your Calendly bookings on the same page.

Recently added

New in PT Biz

The newest tools for running the money side of your business.

Bank sync

Connect your bank and transactions import on their own.

Budget Mode

Plan the month, then assign real spending to each category.

Receipt scanning

Upload or forward a receipt and the details are read for you.

Automatic invoicing

Set a billing day per client and invoices go out on schedule.

Schedule C report

A tax-ready breakdown of expenses by IRS category, ready to export.

Guided onboarding

A short setup walkthrough fills in your rates, taxes, and payments.

Live Sessions

Track sessions in real-time

Mark attendance for each client by day, apply color-coded rules for flex sessions, late cancellations, and no-charge days. See expected vs. actual revenue instantly, with automatic billing adjustments.

  • Daily attendance tracking with week view
  • Custom billing rules with color indicators
  • Real-time expected vs. live revenue
Analytics

Comprehensive financial insights

Get a complete view of your business with detailed analytics showing monthly and yearly revenue, gross income, net profit after expenses, referral payouts, and client performance metrics.

  • Revenue breakdown by client & service type
  • Expense tracking & net profit calculations
  • Export professional PDF reports
Policies

Manage policies & signatures

Create custom policies for cancellation, liability waivers, and more. Send them to clients for signature, track acceptance, and maintain a secure audit trail of all signed documents.

  • Rich text policy builder
  • Automated email delivery & follow-ups
  • Digital signatures with signed PDF records

Up and running in minutes

No complicated setup. Just sign up and start invoicing.

1

Create your account

Sign up free and set up your business profile with your logo, colors, and session rates.

2

Add your clients

Import clients or add them manually. Track their sessions, discounts, and payment history.

3

Send & get paid

Generate invoices in one click, send them as your business, and let clients pay online with a card.

Coaches, trainers & freelancers love it

"I used to spend an hour every month on invoices. Now it takes me 5 minutes. Game changer."

Sarah M.

Personal Trainer

"Invoices go out under my business name and replies land right back in my inbox. My clients never see a generic no-reply address."

James T.

Fitness Coach

"The dashboard shows me exactly where my revenue is coming from. I finally feel in control of my business."

Kelsey R.

Online Coach

"I bill for project work, not training sessions. The custom line items cover materials and hourly work, and all of my income still lands in one place."

Marco D.

Freelance Designer

Ready to increase business efficiency?

Join coaches, trainers, and freelancers who've taken the hassle out of billing.

Free to start No credit card Cancel anytime