3 steps to get going:
1. Add your clients — tap the Clients tab → + Add Client. Enter their name, session type, rate, and payment method (Prepaid Pack or W2W Direct Debit).
2. Log your first week — tap Weekly. Each client has a row. Tap a day cell to mark a session delivered.
3. Check your dashboard — tap Dashboard to see revenue, client counts, and anything that needs your attention.

That's it. Momentum tracks everything automatically from there.

Prepaid Pack — client buys a block of sessions upfront (e.g. 10 × $90). Each session you deliver deducts one credit from their balance. When their pack runs low, you'll be prompted to record a top-up.

W2W (Week to Week) — client pays a fixed amount each week regardless of sessions delivered. If they miss a session, they accumulate a makeup credit that they can use later at no extra charge.

If you have a subscriber access code, enter it in the "Already have a code?" field on the paywall screen.

If you're a new subscriber, tap Start Free 30-Day Trial to set up your subscription via Stripe. You'll receive your access code by email once payment is confirmed.

Your 30-day free trial starts the moment you subscribe — no charge until the trial ends, and you can cancel anytime.

Your data is stored in your browser's local storage on this device. It is not synced to a cloud server yet (that's coming in a future update).

To protect your data:
• Use the Export Backup button in Settings regularly.
• Do not clear your browser's site data or cookies for this app.
• If you switch devices or browsers, import your backup file first.

On the Weekly tab, find the client's row. Each column is a day of the week (Mon–Sun). Tap the day cell to cycle through session states:

• Empty → session delivered ✓
• Tap again → paid cancellation
• Tap again → unpaid / no-show
• Tap again → makeup session delivered
• Tap again → back to empty

For more options (like marking away), long-press or hold the cell to open the full context menu.

Regular session (green) — session delivered, revenue counted.
Paid cancellation (yellow) — client cancelled within the policy window (e.g. same day). Revenue still counted, pack credit deducted.
No-show / unpaid cancel (red) — client did not show and is not charged. For W2W clients: a makeup credit is added. For pack clients: no deduction.
Makeup session (blue) — delivering a session owed from a previous no-show. Decrements a makeup credit.
Away (grey strikethrough) — client is on holiday. No charge, no credit change.

At the top of the Weekly tab, tap the ◀ arrow to go back one week, or ▶ to go forward. The current week date range is shown in the centre.

You can go back as far as your data exists. All edits to previous weeks are saved automatically.

Yes. Tap the 📝 Notes icon on the weekly tab (usually at the bottom of the screen) to add a free-text note for the entire week. This is useful for recording public holidays, program changes, or anything else relevant to that week's training.

Go to the Clients tab and tap + Add Client at the top of the page. Fill in:

• Name — client's full name
• Session type — what you call the session (e.g. "Training") and the hourly/session rate
• Payment method — Bank, Cash, or Stripe
• Billing type — Prepaid Pack or W2W (Week to Week)
• Contact details — optional phone and email
• Notes / goals — anything you want to remember about this client

Tap Save and they'll appear in your weekly grid immediately.

On the Clients tab, tap the client's card to open their profile panel. Then tap ✎ Edit to open the full edit form.

Alternatively, tap a client's name in the Weekly tab to open their panel, then tap 👤 Full Profile.

Open the client's edit form and scroll to the bottom. You'll find an Archive option which hides the client from active views without deleting their history, and a Delete option which permanently removes all their data.

Tip: Archiving is recommended over deleting so your historical revenue reports remain accurate.

Yes. In the client panel's Session Types section, tap + Add session type to add a second type (e.g. "Assessment" at a different rate). Each type maintains its own pack balance. When you log a session, you can choose which type it was via the day cell context menu.

Method 1 — Quick (from the client panel): Open the client's panel (tap their row or profile), find the Pack Balance section, and tap + Record Top Up. A small form expands in place — enter the number of sessions, amount, payment method, and date, then tap Save Top Up.

Method 2 — Full (from Invoicing tab): Go to the Invoicing tab, select the client, fill in the form, and tap Record Package. This also lets you attach an invoice.

Open the client panel (tap their name or row in the Weekly tab). The Pack Balance section shows the current credit balance as a number and a progress bar. The balance is updated automatically as sessions are delivered each week.

The Dashboard tab has a Needs Attention panel. The 🔴 and 🟡 sections list clients whose packs are empty or low (1–3 sessions remaining). Tap Top Up next to a client name to record a new pack purchase immediately.

W2W clients pay the same amount each week, even if they miss a session. When a session is missed (no-show/late cancel), Momentum records a makeup credit on the client's account.

When you later deliver a makeup session, mark it as Makeup in the day cell context menu. This decrements their credit balance by 1.

Makeup credits never expire and can accumulate if multiple sessions are missed.

Open the client's panel (tap their name in the Weekly tab). The Makeup Credits section shows the current balance — the number of makeup sessions they're owed. You can also manually adjust the balance here using the + and − buttons if needed.

Yes. Open the client panel and use the − and + buttons in the Makeup Credits section to adjust the balance up or down. This is useful if you need to correct a historical entry or agree to adjust a balance with your client.

Go to the Invoicing tab and scroll to the Invoice Builder section. Select the client, fill in the line items (sessions, rate, etc.), then tap Generate Invoice.

Tap the ⚙ Settings icon (gear icon, usually top-right). In the Business Details section, enter your trading name, ABN, address, and bank details. These will automatically appear on every invoice.

If you're GST-registered, enable the GST Registered toggle and set your GST rate (default 10%). GST will then be shown as an included-in-price line item on all invoices and BAS reports.

Yes. The invoice number field auto-increments each time you generate a new invoice. You can manually override it if you need a specific number. The prefix (e.g. "INV-") is editable in Settings.

Go to the Expenses tab and tap + Add Expense. Enter the date, description, amount, category (e.g. Equipment, Marketing, Insurance), and whether it's GST-inclusive. Tap Save.

Step 1: Log into your bank's internet banking. Go to transaction history and export as CSV. Supported banks include NAB, CBA, ANZ, Westpac, ING, Macquarie, Bendigo, Suncorp, and Up Bank.

Step 2: Go to the Expenses tab → expand Bank CSV Import → select your bank → drag and drop the downloaded CSV file onto the upload area.

Step 3: Momentum will parse the transactions and show a preview. Review the entries, categorise them, and tap Import Selected to add them to your expenses.

Momentum includes common PT business categories: Equipment, Software & Subscriptions, Insurance, Marketing & Advertising, Education & CPD, Uniforms & Clothing, Travel, Rent & Facilities, Professional Services, and Other.

These categories feed directly into your BAS report and Tax Summary, so categorising accurately is important for your accountant.

Go to the Tax tab. Select the BAS period (quarter) from the dropdown and tap Generate BAS Report. The report shows:

• Total GST collected on income (G1 / 1A)
• Total GST paid on expenses (1B credits)
• Net GST payable
• Gross income and expenses for the period

You can print this report to give to your tax agent, or use the numbers to complete your BAS on the ATO's Business Portal.

The Reports tab shows a full income and expense breakdown. Choose a date range (monthly, quarterly, or custom) to see total revenue, total expenses, and net profit. You can print this summary for your accountant at end of financial year.

Yes. On the Dashboard, expand the Income by Client panel. It shows a bar chart of each client's revenue contribution over the selected period. You can also drill into a specific client's profile to see their full session and payment history.

This Week — revenue earned in the current week vs last week (% change).
This Month — revenue earned so far this month.
Active Clients — total paying clients (prepaid + W2W split shown).
Online MRR — monthly recurring revenue from online clients (only shown if you have online clients).

Tap any KPI card to drill into the relevant section.

The Needs Attention panel highlights things that need action:

• 🔴 Pack Empty — clients who have run out of sessions
• 🟡 Pack Low — clients with 1–3 sessions remaining (shows estimated weeks left)
• 🔄 Makeup Sessions Owed — W2W clients with outstanding makeup credits
• 💤 At-Risk Clients — clients who haven't had a session in 3+ weeks

Each entry has a quick-action button so you can act immediately.

Go to Settings (gear icon) → Export Backup. A JSON file will download to your device containing all your clients, sessions, packages, and expenses. Save this somewhere safe (e.g. iCloud, Google Drive, or email it to yourself).

Tip: Back up at least once a week, especially before any browser updates or device changes.

Go to Settings → Import Backup. Tap the file picker and select your backup JSON file. Your data will be restored.

Warning: Importing a backup will overwrite your current data. Make sure you're importing the correct file.

1. On your old device, export a backup (Settings → Export Backup).
2. Transfer the backup file to your new device (email, AirDrop, Google Drive, etc.).
3. Open Momentum on your new device, go to Settings → Import Backup, and load the file.

Cloud sync is on the roadmap — it will make this automatic in a future update.