How to Run Your Yoga Business With PocketSuite

Are you a Yoga instructor? Do you run Yoga classes and train students on proper movement, breathwork and poses? In this article, you will learn the secrets that took me years to figure out. How to set up classes, run them smoothly, and handle all of the back-end admin stuff with no sweat. As a busy yoga instructor, it was difficult to manage my business while at the same time re-scheduling clients, practicing poses, and coordinating classes for my students. I also needed to manage repeat clients, schedule group classes, and not forget to follow up with current students.

So I set out to find a solution… one app that could help me with all of these tasks and more. Lo and behold, I found that it can be difficult to decide between the full range of tools that are available to yoga teachers.

In this article, you will learn how I saved countless hours and now run my entire Yoga practice from my phone, using just one app. (Seriously!)

Health and wellness is a constantly growing industry and there is no shortage of Yoga instructors. Having amazing Yoga classes does not mean that you were born with a special ability that allows you to focus on yoga and business at the same time.

In most cases, successful yoga instructors who are running full classes with happy students do so by setting up tools and processes to help automate the back-end office work and admin stuff that typically takes up a lot of their time. That’s their hidden secret and that’s what I’ll be revealing to you in this article.

Your best bet is to go with an app that provides you with all the tools you need to run your Yoga classes smoothly – all in one place. You may be able to find apps that address each of these needs individually. Your problem here will be getting used to all of these different apps and making sure they are fully compatible with each other.

Most of the time they will not be! Nor will you have the time to figure out the nuances – you have classes to teach and clients to catch up with!

What is the alternative? PocketSuite.

PocketSuite is the all-inclusive app that allows Yoga teachers to schedule their classes, collect deposits, and manage their Yoga instructors, all in the same platform. You no longer have to worry about learning six different software tools in order to run your Yoga classes smoothly. Moreover, you no longer have to take your clients through a convoluted onboarding process (since you’re stitching together different features of several different apps).

Why not have all of that functionality under one roof – with PocketSuite you will be able to market to prospective students and your current students, organize classes, and collect deposits from your students in a streamlined way.

Many yoga instructors have unfortunately discovered just how much money is lost with a complicated sales process. This is especially true of those instructors who are trying to expand a small practice. No matter how great a teacher you may be, prospects just don’t want to deal with website errors, crude paper and pencil questionnaires, scheduling mistakes, etc. They want to sign up, pay your fee, and receive the best yoga training possible!

What’s more, the modern client does not have to put up with a bad onboarding or scheduling process anymore. The Internet gives the average person more choices than ever. If your process is less-than-perfect, all it takes is one mouse click to find another Yoga studio, book time at a ClassPass gym, or download a self guided workout app with a signup process that is easier than yours.

Unfortunately, clients are less loyal than ever. They will do this with no thought of how it may affect your business, especially if you have not created a real connection or relationship with them.

How PocketSuite Works for Yoga Instructors

PocketSuite is made for Yoga instructors with no time on their hands. As a Yoga instructor, this probably describes you… after all, you are doing much more than just classes.

You have to keep up with the latest in terms of new breathwork techniques, new poses, and sequences for your classes. You need to know the latest in hot yoga, trapeze yoga, goat yoga, laughter yoga, beer yoga, postnatal yoga, etc. You must constantly practice in order to maintain your mastery. Basically, you do not have time to deal with all of the back-office and admin stuff.

First, the app works in your favor by automating the marketing process. It does this by integrating with your social media, scheduling recurring classes, and sending personalized text messages. With PocketSuite focused on following up and building the future of your business, you can focus on doing what you do best – changing people’s lives through centeredness, stretching, and de-stressing.

Your marketing goes to another level when you start using PocketSuite. You can not only create groups of clients with similar backgrounds, you can market to those groups in a streamlined way. No more sifting through clients trying to remember if this one or that one wanted a group class or an extra phone call. PocketSuite does all of this for you, syncing the message that you want to put out with the audience that you want to reach.

Secondly, PocketSuite provides you with more time to focus on your core competency, namely, Yoga! The less time that you have to spend on things like appointment reminders, collecting payments, and rescheduling appointments, the more time you have to focus on creating an amazing experience for your students and changing their lives for the better. With all of the needs of the average Yoga instructor that’s running their own business taken into account – PocketSuite is the one stop solution.

I’ve heard from many Yoga instructors that they make the most money from private appointments. This is also one of the most satisfying ways to teach, because you can relay more information in a one-on-one session than you can in a group setting. However, getting these kinds of clients can be difficult if you’re not a natural salesperson. PocketSuite saves you from having to go back to school for marketing and sales – it does all of this by integrating directly with Google Ads.

Instead of having to sell packages after class, the app does it for you online. People who are looking for one on one classes can simply go to the app and sign up rather than having to ask or go through an awkward sales pitch from you. The result is better classes with no upselling pressure.

Because you can automatically organize your student’s info in the app, you can also easily put together group classes of people with similar skill levels or interests. Imagine not having to go through all of your customer lists in order to find these people. They will actually find you if your onboarding process is solid.

You can also get this done with the PocketSuite app, because your clients will complete your forms and sign up for your classes from the comfort of their home computer or phone.

You will be able to complete the entire sales process thru PocketSuite as well. This means signing students up for classes, creating ongoing connections and keeping private notes on each client for the upsell later. The app will help you target who to give certain discounts to based on how often they book classes and/or appointments with you. It will also help you determine who are the most likely candidates for gift certificates and other online products.

Your Team

It is also important as a Yoga instructor to have the best set of health and wellness professionals around you. You may have a good amount of teachers under your umbrella or you may work with a small team to ensure the best experience for your clients. Either way, you need to showcase a high level of organization to keep your team and students happy. PocketSuite allows you to synchronize the schedules of your teams with the schedules of your clients. This is absolutely essential if you’re trying to expand your Yoga business through other teachers.

PocketSuite also allows you to coordinate all of your team member’s calendars. You have the ability to access client information remotely so that you can always seem like the “third-eye” regardless of where you are. You can turn your team into salespeople, tracking how well they are able to upsell Yoga clothes or Yoga mats to your customers, and paying them a commission on all sales. PocketSuite also allows you to reward them with certificates and other forms of acknowledgment if they positively affect your revenues.

No matter how you plan to expand your Yoga instructor business, PocketSuite is a tool that you can use to make it happen efficiently. Instead of hiring a bunch of admin assistants, paying someone to market your business online, or outsourcing your accounting to an expensive firm, you now have all of that at your fingertips with PocketSuite. This is the only way to expand in the digital era. Your competition is keeping things streamlined and you have to as well. Make sure that you investigate everything that PocketSuite can do for you before committing to any other solution.

Like this article? You’ll love our guide on how to generate leads for service businesses in 2020, and of course our Frustrations with Square article!

Tired of MindBody’s Complexity and Pricing?

MindBody is great if you have lots of time and money.

As an entrepreneur and self motivated fitness and wellness coach, I’m sure your time is focused on your clients. Designing classes, promoting them, reaching back out to past clients about a new offerings… are just a few of the many things that come with running your own business and practice. The administrative tasks are endless. You don’t want to get side tracked from doing what you do and it is not always an option to hire a full time assistant to manage it all for you.

For large fitness businesses, MindBody is one of the more popular choices when it comes to helping you run your practice. Handling client appointments, class booking, invoicing and so forth. Getting started with software like MindBody can be very scary and difficult to learn, especially for people that aren’t technical experts. For any software, if you have to enroll in a class (much less a university like for MindBody) to understand how to use it is a major red flag. Your goal is simplify your work and save time not increase your workload with a complicated tool.

No Software Please

MindBody requires an in person seminar to onboard new users to their platform because of the complexity and the overwhelming number of features that are included. Users must become experts in the desktop software and mobile application and their clients have to download and log into a portal (which clients don’t love). If you are a large corporation or a gym owner with multiple locations, it makes complete sense why you and your team would be willing to invest weeks into customizing your administrative settings and training your people on how to use the mobile app. For independent personal trainers, yoga and pilates instructors, as well as health and well professionals; however, it is just plain too much.

It’s like learning to ride a bike… once you learn to balance it comes naturally… but try riding a bike and putting on an 80lb suit. That additional weight changes everything. Same goes for a mobile app that helps you run your business. You’re balancing your time between booking and payments as well as delivery of amazing client service, which is where you would like to spend 99% of your time. If you have a heavy suit, your focus is inevitably tilted away from doing what you do best to operational logistics.

PocketSuite would like to help you take the suit off.

Higher Price Always Means Better Right?

MindBody charges 3x to 6x more than other business apps for the health and wellness industry, How else can they pay for expensive onboarding classes and instructors. The fact that an average user has to dedicate 4 to 5 hours on average to learn the basics is extreme. If you are a Pro that has lots of clients, but no time to figure it all out, don’t invest resources in a solution that will require a lot of time and ongoing effort to maintain. You need something that is designed for your existing workflow, requires minimal setup, and automates all of the repetitive tasks that you do every day to schedule clients and collect payment.

The World is going Mobile

There is no denying that the world is going mobile. To meet client expectations for speed, transparency, and predictably you need to have systems that enable clients to book you from anywhere, at anytime, on any device. By definition, desktop solutions don’t make the cut. You don’t have access to them when you are in the field or in session with clients (which is everyday for most of the day). You need to be able to do anything from confirm a booking request, charge a card, look up a client’s payment history, and send a contract at a moment’s notice. When you go mobile, everything comes together. The simplicity of scheduling messages and follow ups with clients is literally a game changer. Mobile helps professionals build deeper, stickier, longer, and more loyal client relationships.

Try PocketSuite today… simplify your daily booking, payments, and client messaging. Automate your work and save yourself time and money.


Over 5,000 fitness, health & wellness professionals use PocketSuite’s free set of features:

Packages Services & Classes

Package any set of services or classes that you offer

Sell packages to clients for immediate and upfront payment

Track all package sessions by client


Recurring Client Payments

Set clients up on recurring payment plans

Auto-charge any client’s card after each week, month, or any period of time

Just a 2.9% + 30¢ processing fee for credit card payments, and 2-day direct deposit


Direct Client Import

Add any client directly to PocketSuite or import clients directly from your mobile phone contact list

Track all income earned from each client

Take notes (text, photos) on each customer for private viewing


Appointment Calendar Sync

Sync all PocketSuite scheduled appointments and sessions directly to iCal, GCal, etc.

Pick and choose which calendars sync (i.e., Google, Outlook, etc.)

Use a single calendar app to manage both client and personal appointments


Mobile Messenger

Send instant text messages to any of your clients

Clients receive messages via SMS text and respond in real-time

Share photos, share contacts, share GPS pin location


4 Tips to Building a Scalable Health and Fitness Business

(Written by Sam Madden, co-founder of PocketSuite. Featured on DaiManuel.com)

There comes a time in every professional’s career when they have turned their business of just a few clients, into something much bigger. If you’re currently there, then you know what I’m talking about. If you’re not, then trust me – if you’re good at what you do, you will get there very soon.

In business terms, this is called an “inflection point”, and that’s when you need to start building in efficiencies to your small business to help you grow in painless and scalable ways. There are 4 core elements to your business around which you can easily build efficiencies to help you not just take on more clients, but to continue to serve your clients well.

Each one of these core business pillars is like a body part that needs to be kept in shape. Just like your body, you need to hone the muscles of your business so that as you take on more work, you can manage easily and not have to spend excess energy (or money!) to succeed in scalable ways.

1. Your Clients: Core

The core building block to every business is your client base. Your clients are the most important part of your business – you need to serve them well, and you need more of them to grow.

In order to provide the best training and health services to each client, you need to know who your clients are, how to reach them, what their needs are, and where they came from.

Putting tools in place to create profiles for each customer is crucial. Give yourself a central location to access all your client information at the drop of a hat. That means who they are and how to reach them. Give yourself the ability to jot down notes and reference them while you’re on the go so you know your clients in and out. Quickly access your transaction and communication history with each client, so you know what you’ve advised the client before, when you last saw them, and what payments they have made or owe.

Putting these “client best practices” in place will make all aspects of client dealings incredibly easy. This will also free up tons of time to allow you to take on more clients without sacrificing any quality of your service whatsoever, and without giving you a headache.

2. Your Schedule: Quads and Calves

Your schedule keeps you moving from one spot to the next. The more organized you are, the more efficiently you can move from appointment to appointment.

Set up a system to allow you to efficiently organize your calendar of client sessions, meetings, appointments, etc. A pen and paper won’t cut it! That’s just another item for you to lug around. God forbid you lose it – do you have a back-up of your schedule? I know this sounds silly, but how about if you run out of space on a page to write?

And don’t simply set up a digital or mobile calendar to make your life easier. Use a system where once you input a session into your calendar, your client’s calendar gets notified as well so you both are easily on the same page. The worst situation ever is for you to show up and your client is a no show. Or for you to show up and your client isn’t at all ready because they simply “forgot”.

Use smart calendars to also set up automatic reminders to be sent to your clients…Maybe a day or two before the session to (again) professionally reinforce the fact that there is an appointment upcoming. Your calendar should show you (and your client) the job details and location, as well as give you easy access to your client’s contact info in case you’re late, or something has changed, or any other little update.

And keep all this info in one central calendar location so you don’t have to be opening up different computers or phones, or apps or calendar programs just to get a sense of what your day or week looks like.

3. Your Payments: Cardio

Payments are what keep the engine going!

You want to not only give your clients an incredibly convenient (and pleasant) payment experience, but you also want to give yourself a very simple tracking system to ensure no payment ever slips through the cracks.

Give your client easy options through which they can pay you. Don’t force them to lug around a check book or make sure they went to the bank to withdraw cash. And avoid making the act of asking for payment feel awkward or uncomfortable. Create a simple system allowing your clients to pay you remotely so you don’t have to be physically in front of them to collect, and so they can even pay you ahead of time for any services you offer (reducing your payment risk completely).

Keep a log of these payments close so you can quickly get a glimpse of who owes you what, and how much you’ve made from each customer. You want to make sure you know who your best clients are and ask them to refer you to their friends…maybe even send them a holiday card! At the same time, you want to know what payments are outstanding so you can efficiently and professionally remind clients to pay, never letting a payment slip through the cracks.

4. Your Business Health: Brain

Exercising this “muscle” drives you to make all the right business decisions.

Instead of flipping through bank statements, or making daily logs of cash payments, leverage technology to know exactly how your business is doing each day, week, or month. Having all your client information, appointments and payments in a central location will allow you to leverage all this data to understand the overall health of your business. This health score gets increasingly difficult to measure as you start to grow as an solo professional, as there becomes so much more information to keep track of. And don’t fall into the trap thinking you have to pay an accountant to tell you how you’re doing!

A major factor in growing a business is also understanding how much to invest for growth. If you know how much income you’re bringing in vs. last month, then maybe spend some of that extra income on marketing or leads or advertising, to bring in more clients.

If you’re making less this month than the previous month, understand why – Were you working less? Did certain clients take up too much of your time? Are you waiting on payment?

Help is Now Here!

Following the above simple steps sounds like a ton of work, but the reality is it’s not. Technology is starting to offer independent and solo professionals (of all industries) valuable tools they need to help them compete, grow, and drive their business to success. The trick is finding the tool that’s right for you, without paying an arm and a leg. But little tips like the above can help you grow your business in incredibly efficient ways to reach that scale you need to succeed.

How Wellness is a Necessity in Business





Wellness in the Workplace

Health impacts from excess of anything is always discovered later on… it takes time for the negative side of any activity to take its toll on the human body. Longer work hours, long exposure in front of millions of pixels, increased stress in the workplace and sitting for extended periods of time have all caught up with millions of humans that are part of the workforce.

It has resulted in many physical and mental issues in the last several decades. Increased suicide rates, obesity, spinal complications, and anxiety are just a few of the complications unhealthy work environment inflict on workers. Wellness at work has been and will continue to be a competitive advantage in recruiting younger generations of workers.

We Care about You

This has become a widely adopted core principle in company mission statements when referring to their employees. A special assurance that investments in the physical space and culture are being made to promote well being and happiness. The fact that our food is all organic and non-GMO or that we run on fully renewable energy to help protect your environment and planet. We’re the “good guys”. We care for the people that both build and consume our products. The implicit subtext is that the other guys do not. Overall, we are seeing a transition… incentives within the system are changing and we are finally seeing an attempt to create a win-win for all market participants.

Energy Draining Environment

The people you surround yourself with has major implications for what your believe, how you behave, and your worldview. Unfortunately, within the work environment, unless you’re part of management, you are not involved in recruiting and team decisions. You don’t determine who will be on your team and how much time you will be spending together. We have all experienced that “Debbie Downer” co-worker who brings 8 suitcases full of baggage to the office everyday. Rambling on about how their marriage isn’t working out, how the person in front of them in Starbucks put in an order for their entire office or how they can’t afford to buy the latest iPhone because their rent went up for the third month in a row.

As real as their challenges are, they are choosing to focus on them in a way that isn’t healthy for them and certainly isn’t healthy for co-workers. The counterexample is when we are overjoyed to get together with close friends and family. It’s not because they don’t have challenges of their own, but rather there is a sense of joy that comes with just being present with them — regardless of what else may be going on in your life. The energy that people bring around you can either drain you completely or fill you with bliss and restore your energy. When a molecule is positive (+), it wants to get rid of electrons to balance itself out… it’s looking to pass on energy to another molecule. The negative (-) molecule is looking to leech energy from other molecules. The positive molecule is happy to give off energy since it’s always in abundance while the negative molecule is always in a state of scarcity and needs to draw energy from others. I hope this analogy helps you better understand this phenomenon at work and in life.

So how are we fixing this problem in the workplace? Companies are not looking to address the personal problems of their workforce, but instead help them create an environment that fills people up, which inevitably has a positive impact on issues that people may be wrestling with outside of the office. Employers set aside time during the workday for recreational activities, games, positive social activities, rest and relaxation, food-drink-light conversation to support people and create positive connections. Once you create an environment that is fun and enjoyable, it raises the standard for everyone to contribute and sustain that mood. Noone wants to be that “buzz kill”. By creating a more positive work environment, employers are significantly improving the mental and physical health of all employees.

Physical Health

Lack of physical activity throughout the day like standing up, walking around…getting the blood pumping and circulating… can lead to health issues. If you are sedentary throughout the day that could lower your life expectancy. When you are stuck inside an office for the majority of your week, you don’t get sufficient natural light from the sun. Vitamin D deficiency makes it difficult to sleep and concentrate when you are awake. There is a domino effect at play in many cases — overworking leads to sleep deprivation, sleeplessness can lead to erratic eating patterns. Some will feel the need to skip a meal in order to get more rest. Skipping breakfast regularly, as an example, has shown to increase body stress over time. And the dominoes that are falling in this case, is your physical, mental, and emotional health.

Studies have proven that staring at a computer screen all day will strain your vision and lead to permanent damage. The combination of both artificial light and consistent viewing of farsighted perspective interactions with the monitor is leading to perspective changes in our sight, causing us to have less visual acuity. Staying seated for more than 90 minutes at a time causes chronic posture problems… and the lack of movement causes obesity and muscle stress.

Companies are creating initiatives to promote more physical activity at work. From group yoga, standing desks, open offices to mud runs and outdoor game competitions. They are making it a priority for employees to participate in activities that get them moving. They understand that this type of investment in employees leads to healthier workers and better business results.

Relationships

Earlier we shared an example of co-workers that carry baggage into work and how business’ are curating healthier, happier environments in which that kind of behavior is the exception not the rule. From vacation days to maternity leave, employers are investing in their workforce maintaining good personal connections in and outside of the office. From Part 1, work-life balance is very important for all. With work and intention, management and employee relationships are improving. CEO’s and other senior executives are prioritizing workplace culture. The net result of all of this corporate shift in caring about and investing in healthy workers, workplace, and culture is that the experience of work is getting better FOR ALL, including employees and managers.

Democratization of Brand Influence (Part 3) ->





What’s the Best Yoga Studio Software And Why?

woman wearing black leggings doing yoga




Depending on your studio size and needs, PocketSuite might be the answer for you. You can schedule classes online (packages, drop-ins, subscriptions), message with prospects and clients, take payments, scan cards, and payout teachers. It’s a completely mobile app and takes out all the complexity compared to Mindbody (I’ve set it up before).

There’s no studio laptop needed, nor going back to your desk to invoice and wrestle with setting up class schedules. It scan cards for new customers using the camera so no hookup a reader.

There’s a great revenue dashboard to see your earnings, and all your data can be exported to run deeper analysis on everything.

Also, for marketing, there’s built-in features for targeted messaging for clients that have booked a specific class or those who haven’t seen you in a while.

You’ll also get a business phone number automatically assigned so you won’t need to give up your personal number.

Instructors can be assigned classes and have access to everything they need on their own phone to run it, and the owner has oversight over everything.

I believe you can get a free 30-day trial and it’s way cheaper than Mindbody and there’s also a free version. https://pocketsuite.io





Podcast: The Business of Yoga from Expert Teacher Trainer





Listen to “Episode #25: The Business of Yoga from Expert Teacher Trainer” on Spreaker.

Yoga is a big part of the health and wellness industry. 36 million Americans practice yoga and spend $16 billion on yoga classes, clothing, equipment, and accessories each year. The number of Americans doing yoga grew by 50% between 2012 and 2016 alone! On this episode of Professional-on-the-Go, we explore:

– What makes yoga so popular and why the recent boom in popularity?
– How much do Yoga Instructors make?
– What is the secret to making more as a Yoga instructor?
– What changes do people have to make when they want to take yoga instruction from a hobby to a career?
– What are the licensing and certification requirements for yoga instructors?
– How yoga professionals can ensure they have the training needed to protect their clients from injury
– Who is Yoga Alliance and what is their role within the yoga industry?
– What is the best advice for someone who is looking to grow their yoga practice and income?

Here to help us learn more about the yoga industry is Kerry Maiorca, the founder of Bloom Yoga Studio in Chicago. A yoga teacher for more than 20 years, Kerry is passionate about making yoga unintimidating and accessible for each unique student, and she also provides an online mentorship program for yoga teachers. Her writing has been featured on The Huffington Post, Elephant Journal, and Mindbodygreen, among others, and she explores the intersection of yoga and daily life on her Thinking Yogi blog.

For free continuing ed offerings for yoga teachers and great discounts, check out https://www.yogaalliance.org/ where there are lots of helpful resources for making yoga instruction into a viable business.