Ubomi Support Documentation
This document provides clear, step-by-step instructions for trainers and gym owners using Ubomi, a fitness-business SaaS platform. Each section can be used as an individual help article or combined into a comprehensive user guide. The structure reflects the way coaches actually use Ubomi—from initial setup to program creation, nutrition management, client communication, payments, and beyond.
Table of Contents
Account Setup & Getting Started
Creating Workout Programs
Creating Nutrition & Meal Plans
Client Management & Messaging
Marketing Automation
Payments & Subscriptions
Analytics & Insights
Security & Compliance
Troubleshooting & FAQs
Detailed Program Builder Guide
Detailed Meal Plan Builder Guide
Account Plans, Client Plans & Payouts
1. Account Setup & Getting Started
1. Verify Your Account Status
Before you can save workouts, meal plans or receive payments, your account must be fully set up. Navigate to Settings → Account Status and ensure all three requirements are completed:
Requirement
Stripe Connected
Subscription
Account Review
Description
Activate your Ubomi subscription (weekly/monthly/yearly).
Await approval from Ubomi’s team.
If any requirement is incomplete, follow the prompts on-screen to finish setup. Without a complete account status, you cannot save programs or plans.
2. Create Your Trainer Profile
Your profile is what clients see in the marketplace. To set it up:
Click your profile icon (top‑right) and select Profile.
Complete the following fields:
Profile name and Years of experience.
One‑liner intro and About you section.
Upload a Profile photo and larger Cover image.
Select your Specialisations, Coaching styles, Ideal clients and Languages.
Indicate your Availability and list Certifications (with proof if required).
Use the live Profile preview to see how it appears to clients.
Click Save & Publish once complete. Your profile will now be visible on the marketplace.
3. Add Exercises
Ubomi ships with a large exercise database, but adding your own moves helps personalise your programs. To add an exercise:
Go to Training → Exercises and click Add New Exercise.
Enter the Exercise name, select Muscle group(s) and add step‑by‑step Instructions.
Upload at least one piece of media (video, photo, GIF) or provide a YouTube link. Supported formats include MP4/WebM for video and JPEG/PNG/WebP for images.
Click Save. Your exercise is now available when building workouts.
4. Build Your First Workout Program
You can create three types of programs (Template, One‑Off and Group). A brief overview is provided here; see the Detailed Program Builder Guide for advanced options.
Navigate to Training → Programs and click Add New Program.
Choose a Program type:
Template (reusable base program)
One‑Off (paid once, starts immediately)
Group (fixed start date, shared across clients)
Fill in the program details—Name, Description, Duration, Price and Cover image—then click Continue.
Use the weekly calendar to add workouts:
Click + Add on any day to insert exercises or supersets.
Copy/paste days or full weeks using the controls.
Click AI Builder (optional) to generate workouts automatically based on level and goals.
When done, click Save. Choose Publish if you’re ready to sell the program.
5. Build Your First Meal Plan
Meal plans mirror the structure of workout programs. To create one:
Go to Nutrition → Meal Plans and click Add New Meal Plan.
Choose a Plan type (Template / One‑Off / Group).
Enter the plan name, description, duration, price and cover image. Click Continue.
Use the weekly calendar to plan meals:
Each day is divided into Breakfast, Lunch, Dinner and Snacks.
Click into a meal to add foods from your database and specify portion sizes.
Macros and calorie totals update automatically.
Use AI Builder (optional) to generate meals based on level, goals, duration and meals per day.
Click Save when complete, then Publish if you want clients to see it.
Creating Workout Programs
This section expands on how to create, edit and publish training programs.
Program Types
Template: A reusable base that can be duplicated into One‑Off or Group programs. Templates aren’t sold directly to clients.
One‑Off: A fixed‑length program (e.g. 8‑week strength plan) that clients pay for once and start immediately. Great for downloadable programs.
Group: A program with a shared start date and schedule. Multiple clients follow the same timeline (perfect for challenges and group coaching).
Building the Calendar
Each program is organised by weeks and days. Use the controls at the top of the calendar:
➕ Add Week: Inserts a new blank week.
🗑 Delete Week: Removes the selected week.
⬆⬇ Reorder Weeks: Rearranges weeks.
◻️ Duplicate: Copies the current week’s structure.
Within each day you can:
Action
Description
Add
Insert exercises, circuits or supersets.
Edit
Change exercise order, sets, reps, rest or notes.
Copy/Paste
Copy a day (or set of days) and paste elsewhere.
Copy a day (or set of days) and paste elsewhere.
Copy a day (or set of days) and paste elsewhere.
AI Builder (Workouts)
To auto‑generate workouts, click AI Builder on any week and select:
Level: Beginner, Intermediate or Advanced
Goals: Keywords like fat loss, strength, hypertrophy
Duration: Number of weeks
Training days per week: 1–7
Click Generate & Apply. Ubomi will fill your calendar with appropriately structured workouts. You can then edit any day or exercise. Saving commits the generated workouts to your account; closing cancels the generation.
Exercise Settings
For each exercise you add:
Sets: Number of sets performed.
Type of load: Weight (kg), Percentage (%) or Time (seconds). Mix and match across exercises or within supersets.
Reps: Repetitions per set.
Rest: Rest period between sets in seconds.
Notes: Optional coaching cues or technique reminders.
Superset: Group exercises together to perform back‑to‑back without rest. Click Create Superset, select multiple exercises, then configure each set.
When your program is complete:
Click Save.
Switch from Draft to Published to make it available on the marketplace.
Assign it to clients manually or let them purchase via your marketplace page.
Creating Nutrition & Meal Plans
Nutrition plans in Ubomi follow the same logic as training programs but focus on foods and meals.
Food Library
Your Food Library includes default foods, but adding custom items ensures accuracy. To add a food:
Go to Nutrition → Foods and click Add New Food.
Fill in Food name, Serving size, Calories, Protein (g), Carbs (g), Fat (g) and optionally a Description.
Upload a Photo. Supported formats are JPEG/PNG/WebP (max 5 MB). Click Save.
Foods become searchable and reusable in any meal plan.
Meal Plan Types
Meal plans have the same types as programs:
Type
Use case
Template
Reusable base meal plans. Not sold directly.
One‑Off
Fixed plan purchased once by the client;
no start date.
Group
Shared plan with a fixed start date for all clients.
Plans are either Draft (private) or Published (visible on the marketplace).
Building the Meal Calendar
The meal calendar uses the same week/day interface as workouts. Each day is divided into:
Breakfast
Lunch
Dinner
Snacks
Add foods by searching your Food Library on the left and clicking to insert them. Set portion sizes (grams) and optionally add a description. Calorie and macro totals update automatically, and a summary appears at the bottom of each day.
Use the following controls:
Copy/Paste Days: Clone an entire day’s meal structure.
Copy/Paste Meals: Clone a meal to another day.
Duplicate Week: Copy the full week’s meal plan.
AI Builder (Nutrition)
Click AI Builder in any week and select:
Level: Beginner, Intermediate or Advanced
Goals: e.g. fat loss, muscle gain, maintenance
Duration: Weeks to generate
Meals per day: 1–4
Click Generate & Apply. Ubomi populates breakfast/lunch/dinner/snacks based on standard serving sizes and macro targets. You can adjust any meal manually before saving.
Saving & Publishing
When the plan is complete:
Click Save.
Click Publish to make it visible to clients.
Only published plans appear in the marketplace and can be assigned to clients.
4. Client Management & Messaging
Active, Inactive Clients & Leads
Your clients are grouped into three tabs under Clients:
Tab
Purpose
Leads
Prospective clients who have contacted you but not yet paid.
Active Clients
Clients who have paid and are ready for training or meal plans.
Inactive Clients
Former clients or those whose subscription has ended.
From the Active Clients tab you can see:
Client name and contact details
Assigned training program(s), meal plan(s), start dates and status
Chat icon to open messages
Edit icon to view logs and notes
Viewing Client Profiles
Click a client’s row to open their profile. Here you’ll find:
Training Logs: Completed workouts by week/day
Nutrition Logs: Completed meals (if applicable)
Chat: Direct messages with the client
Plan & Billing: Subscription details, plan price and last billed date
Notes: Private notes about the client
Messaging & Video Calls
All client communication happens via Messages on the sidebar. This includes:
Conversations with leads and active clients
Automated messages triggered by marketing automation
Ability to send emojis, images and reactions
There is a Video Call button in the top‑right corner of the chat window to initiate secure video calls without external apps.
Marketing Automation Messages
Automated messages (e.g. welcome messages, reminders, check‑ins) are delivered via the same chat interface. You can customise message templates in Settings → Marketing Automation.
5. Marketing automation
Ubomi automatically sends messages based on triggers to keep clients engaged and reduce churn. Access templates in Settings → Marketing Automation.
Triggers & Examples
Trigger
Example Message
Group Program Cancelled
“Hi {{clientName}}, your subscription to {{programName}} has ended. If you want to jump back in, I’m here 💙”
Group Program Inactive
“Hey {{clientName}}, I noticed you haven’t checked in lately. Let’s get back into it — even one small step counts!”
Group Program Started
“Welcome to {{programName}}! New workouts will drop automatically — let’s stay consistent!”
One‑Off Program Completed
“Amazing job, {{clientName}}! You’ve completed {{programName}} — huge congrats!”
One‑Off Program Purchased
“Hey {{clientName}}! 🎉 Welcome to {{programName}}. I’m excited to guide you through this plan.”
1‑on‑1 Program Created
“Your personalised plan for {{programName}} is ready! Let’s review it together and start strong 💪”
1‑on‑1 Program Inactive
“Hey {{clientName}}, I’m here for you. Haven’t seen activity for a bit — need help getting back on track?”
1‑on‑1 Questionnaire Not Completed
“Friendly reminder to complete your onboarding questionnaire so I can create your personal program 😊”
1‑on‑1 Weekly Check‑In
“Weekly check‑in time! How are you feeling this week? Any wins or challenges I can help with?”
Customising Templates
Each template shows the available variables (e.g. {{clientName}}, {{programName}}). You can edit the text and preview how the message will appear. Messages will always be delivered via the Ubomi chat interface.
6. Payments & Subscriptions
Trainer Subscription (Account Plans)
Your Ubomi subscription gives you platform access. To view or change it:
Go to Settings → Account Plans.
You’ll see the available subscriptions (weekly, monthly, yearly). The current plan is highlighted.
In Your Active Subscription, you can check billing frequency, next billing date and auto‑renewal. Click Manage Billing to update payment details or switch plans.
If your Ubomi subscription is inactive, you won’t be able to save new programs or meal plans.
Client Subscription Plans
You can offer recurring coaching subscriptions for your clients (separate from programs and meal plans). Navigate to Client Plans to manage these plans.
Plan Name
Price
Billing Period
Status
Action
Weekly Coaching Plan
$29
Weekly
Active
Deactivate
Monthly Coaching Plan
$79
Monthly
Inactive
Activate
Weekly Coaching Plan
$799
Yearly
Inactive
Activate
Only one plan per billing period should be active. Clients who subscribe will be charged automatically until they cancel. Editing a plan’s price affects new subscribers only; existing clients keep their original pricing.
One‑Off vs Subscription
One‑Off Programs are paid once and have no recurring billing.
Subscriptions (Client Plans) bill clients repeatedly (weekly/monthly/yearly) until they cancel.
You can upsell one‑off customers into a subscription by sharing your plan link via chat.
Payouts
All payments are processed via Stripe. Go to Settings → Payouts to view your connection status.
If you see Stripe Account Connected, payouts are enabled. Details include your bank, payout schedule and business type.
Click Open Dashboard to access Stripe Express, where you can view earnings, transactions and manage bank details.
Remember that Ubomi never stores payment data; everything is handled securely by Stripe.
7. Analytics & Insights
Ubomi provides basic analytics to help you track client progress and business performance. Though not shown in depth here, typical metrics include:
Workout Completion Rate: Percentage of workouts completed by clients
Habit Adherence: How consistently clients perform daily habits (if tracked)
Client Engagement: Frequency of logins and messages
Revenue Insights: Earnings by program type and subscription plan
Program Popularity: Which programs are most purchased and completed
Retention Indicators: Signals showing which clients may churn soon
These insights can help you refine your offerings, identify drop‑off points and improve retention.
8. Security & Compliance
Ubomi adheres to strict data privacy and payment security practices:
Client Data Privacy: Wearable and biometric data stays client‑only. Trainers cannot view raw biometric data.
No Photo Storage: Ubomi does not store body measurement photos.
End‑to‑End Encryption: All chat and video calls are encrypted.
Payment Compliance: Ubomi uses Stripe for payments, ensuring PCI compliance. No in‑app mobile payments (avoids app‑store fees).
These standards protect both trainers and clients.
9. Troubleshooting & FAQs
Here are answers to common issues trainers might encounter:
A client can’t see their workout or meal plan
Check the plan status: Make sure the program/meal plan is Published, not Draft.
Check start dates: For Group plans, confirm the client’s start date hasn’t passed or that they’re in the correct week.
Verify assignments: Ensure the program is assigned to the client in Active Clients.
A payment failed
Confirm that your Stripe account is connected and active in Settings → Payouts.
Verify the client’s payment method is valid. If problems persist, instruct the client to update their card details.
If a subscription payment fails, Stripe will retry automatically. If all retries fail, the client may be marked as inactive.
Video call isn’t connecting
Check internet connectivity on both sides.
Ensure browser permissions allow camera and microphone access.
If issues continue, try refreshing the page or using another device.
Messages or notifications aren’t arriving
Ensure browser or mobile notifications are enabled.
Encourage clients to log into the Ubomi app regularly to see in‑app messages.
For automation messages, double‑check templates are enabled in Settings → Marketing Automation.
I can’t save workouts or meal plans
Verify your Account Status is fully active (Stripe, Subscription and Account Review all complete).
Ensure you have an active Ubomi subscription in Settings → Account Plans.
Client isn’t responding to messages
Schedule a quick weekly check‑in using Marketing Automation.
Offer a free mini‑consult or additional resource to re‑engage them.
If no response after multiple attempts, consider marking the client as inactive and opening the slot for new clients.
10. Detailed Program Builder Guide
This section provides an in‑depth walkthrough of Ubomi’s program builder, including advanced features such as supersets, AI generation and day‑level editing.
Creating a New Program
Go to Training → Programs → Add New Program.
Choose your Program type (Template, One‑Off or Group).
Optionally select Create from template to base it on an existing template.
Fill in the Name, Description, Duration and Price (for paid programs). Upload a Cover image.
Click Continue to enter the program calendar.
Navigating the Calendar
Weeks run horizontally with days vertically aligned. Each day card shows the exercise list. To modify:
Edit: Opens a day‑editor modal where you can adjust exercises, sets, reps, rest, type of load and add notes. You can also specify calories burned and workout duration.
Copy: Copies the entire day’s workout to be pasted elsewhere.
Paste: Appears when you have copied a day or week; pastes the copied content.
Week controls (top‑right of each week) include duplication, deletion and adding new weeks. Use AI Builder at the top of a week to generate workouts automatically.
Editing a Day (Modal)
Within the day editor you can:
Search and add exercises from your library via the left panel.
Drag exercises into a superset group. Once in a superset, exercises will be performed sequentially before resting.
For each exercise set, choose the load type (weight kg, percentage, time), set the reps and rest.
Add or remove sets via the Add Set button.
Add a Description to communicate cues or objectives for the day (e.g. “Focus on form; control the eccentric phase”).
Click Save to commit changes; Cancel closes without saving.
Copying & Pasting Weeks or Days
To accelerate program creation, you can copy and paste either a single day or an entire week:
Copy (Day): Click Copy at the bottom of a day card. Navigate to another day and click Paste.
Copy (Week): Use the square icon on the top‑right of a week to duplicate the week. A duplicate appears immediately beneath the original.
Publishing & Assigning Programs
When ready:
Click Save; your program remains in Draft status.
Click the status switch to Published if you want it live on your marketplace.
In the Active Clients tab, assign the program to individual clients or share the marketplace link for one‑off or group purchases.
11. Detailed Meal Plan Builder Guide
This section dives into the meal plan builder, covering day‑level editing and macros calculations.
Creating a New Meal Plan
Navigate to Nutrition → Meal Plans → Add New Meal Plan.
Select the Plan type (Template, One‑Off or Group). Templates are reusable, while One‑Off and Group can be sold.
Provide a Name, Description, Duration (weeks), Price and Cover image.
Click Continue to access the meal calendar.
Week & Day Structure
Weeks run horizontally with days underneath. Each day has four sections:
Breakfast
Lunch
Dinner
Snacks
Use the controls to add, copy or paste days and weeks just like in the workout builder.
Editing Meals
Click on any meal slot (e.g. Dinner on Day 3) to open the meal editor. On the left you can search your Food Library and add items. Each food displays per‑100‑gram calories and macros. When you click a food, set the portion size in grams; macros and calories update instantly.
The editor also allows:
Adding descriptions to each meal.
Reordering foods within a meal.
Removing a food by clicking the delete icon next to it.
Click Save to commit changes. The day card will display total calories and macros across breakfast/lunch/dinner/snacks.
AI Builder (Meals)
Use AI Builder to populate meal plans quickly:
Select the Level, Goals, Duration (weeks) and Meals per day (1–4).
Click Generate & Apply. Ubomi auto‑fills meals for each day, balancing calories and macros based on the level and goal.
Edit any meals manually if you want to adjust portion sizes or swap foods.
Saving & Publishing
As with programs, click Save to store your meal plan. Switch from Draft to Published when you’re ready for clients to see it. For group plans, ensure you set a start date when assigning clients.
12. Account Plans, Client Plans & Payouts
This section summarises how subscriptions and payouts work in Ubomi.
Your Ubomi Subscription (Account Plans)
Ubomi offers weekly, monthly and yearly plans. This is separate from what you charge clients. To manage your subscription:
Go to Settings → Account Plans.
The available plans are listed; the active plan is highlighted. You may see a “Save 30%” badge for yearly plans.
In the Your Active Subscription card, view billing frequency, next billing date and renewal status. Click Manage Billing to update your payment method or cancel your subscription.
If your Ubomi subscription expires, you cannot save programs or meal plans until you re‑activate it.
Client Subscription Plans
Recurring client plans live under Client Plans. These plans allow you to charge clients automatically on a weekly, monthly or yearly basis. Each plan displays:
Plan Name
Price
Billing Period
Created and Updated dates
Status (Active or Inactive)
Action buttons (Activate/Deactivate and Edit)
Important points:
Only one plan of each billing period should be active to avoid confusion.
Deactivating a plan stops new signups but does not cancel existing subscriptions.
Editing a plan’s price affects new clients only; existing subscribers retain their current rate.
Leads
Potential customers who have not yet purchased appear under Clients → Leads. When a lead purchases a program or subscribes to a client plan, they automatically move to Active Clients.
Use the Leads table to store contact details, last contact dates and notes. There is no manual way to convert a lead to a client; the lead must complete a purchase via the marketplace.
Payouts
Ubomi integrates with Stripe for secure payments. To view your payout details:
Go to Settings → Payouts.
If your Stripe account is connected, you’ll see information such as:
Account ID and Business Type
Bank and last four digits of your account number
Payout Schedule (e.g. daily) and Delay
Click Open Dashboard to access Stripe Express for real‑time insights. Here you can see earnings, processing fees, net amounts and expected payout dates.
Ubomi does not store or manage payment details—Stripe handles all transactions, compliance and data security.
Final Notes
Ubomi is designed to be your all‑in‑one platform for running a fitness business. By following the steps in this documentation you can:
Quickly set up your account and profile
Build personalised workout and nutrition plans—manually or with AI
Manage clients, subscriptions and leads
Automate communication and reduce admin work
Receive secure payments through Stripe
For further assistance or feedback on this documentation, feel free to contact the Ubomi support team.