Get started with TrainerMate

Start with the official Microsoft Store version.

1. Open the Download page. Visit trainermate.xyz/download.html and click Install TrainerMate.
2. Finish installing. Follow the Microsoft Store prompts. Open Microsoft Store is an alternative route to the listing.
3. Open the app. Use the Windows Start menu and search for TrainerMate. You can start on Free.

Microsoft Store signs and installs the app. Future approved app updates are delivered through the Store.

Your TrainerMate login is separate from Zoom and FOBS.

1. Create free account. On the login screen, choose Create free account. Enter your own email address.
2. Choose a password. Use at least 12 characters, including uppercase, lowercase, and a number or symbol.
3. Confirm your email. Click the link in your confirmation email. Keep TrainerMate open so it can finish automatically.
4. Already registered?. Choose Log in and use your registered email and TrainerMate password. Older accounts can use their existing TrainerMate ID.

Check junk/spam if the email is missing. First sign-in can take longer while the account service starts. Wait for its reply before trying again.

Connect the account that hosts your training courses.

1. Click Connect Zoom. TrainerMate opens the approval flow in your normal browser.
2. Check the Zoom account. Sign in on Zoom’s own website. Make sure the account is the one you use for courses.
3. Approve and return. Choose Allow or Approve. Return to TrainerMate and wait for the connected account to appear.

Your Zoom password belongs on Zoom’s own sign-in page. TrainerMate does not ask you to type it into the app.

Connect every training account before assigning providers.

1. Check the saved account. Look for Already connected beside the correct account.
2. Add more if needed. Use Connect another Zoom account for any other account you deliver courses with.
3. Continue to providers. Choose All connected - add a provider. Each provider will be paired with a specific saved Zoom account.

To reconnect later: Connections > Manage Zoom. Use Reconnect Zoom when offered. Removing an account keeps provider pairings saved, but you must select a usable account before checking courses.

Use the credentials you already use on the provider portal.

1. Choose the provider. Select the organisation that supplies your courses from the Provider list.
2. Choose its Zoom account. Pick the connected account that should host that provider’s courses.
3. Enter the FOBS login. Enter the provider’s FOBS username and password. These are not your TrainerMate login details.
4. Add and test. Click Add and test provider. Wait for success before adding another provider or starting a course check.

Add other providers through Connections > Add or manage providers. Some providers are read-only or supply their own Zoom links; respect the provider’s arrangement.

Free checks up to 3 weeks ahead; Pro up to 12 weeks.

1. Run the full check. On Dashboard, click Run full 3-week check on Free, or Run full 12-week check on Pro.
2. Choose a smaller scan. Open Other scans. Choose a provider and an available date range, then click Run this check.
3. Watch or stop if needed. Show FOBS window is optional for manual checks. Stop sync appears while a check is running.
4. Read the result. Wait until the check finishes, then review any warnings and the course list.

A check can create or update supported Zoom/FOBS joining details. Existing meetings are checked first. A provider that manages its own links is handled according to its settings.

The course list explains what is ready and what needs a look.

1. Open the full list. Click Show all upcoming courses. Read the provider, course, date, time, status and notes.
2. Check one affected course. Use Check course only when the button is offered. It applies to that selected course.
3. Choose an existing meeting carefully. If a possible Zoom meeting is offered, choose Use this Zoom meeting only when it is definitely correct. Otherwise choose Create a new meeting.
4. Confirm a removal carefully. Remove from TrainerMate is offered only in some cases. Use it only after confirming the course is no longer live in FOBS.

Ready is the result of the app’s checks, not a replacement for your final professional check. Confirm dates, joining details and provider requirements before delivery.

Use Connections when a saved account needs attention.

1. Manage Zoom or providers. Connections shows the account, Zoom and provider status. Open Manage Zoom or Add or manage providers.
2. Update a provider login. Open the provider’s details, enter the correct FOBS credentials and click Save and test login.
3. If a password expired. Change it on the provider’s FOBS website first. Then update and test it in TrainerMate.
4. Check and repair. Run Check & Repair TrainerMate to check saved connections and refresh Zoom access. Use Copy report if support asks.

When a provider login fails, TrainerMate pauses that provider’s actions to avoid repeated failed logins. Fix the underlying login instead of repeatedly starting another check.

Optional upgrade: all three options give the same Pro access.

1. Open Upgrade. Choose Upgrade in the sidebar, or See upgrade options in the account menu.
2. Choose a plan. £5 one-month pass: one payment, no renewal. £5 monthly: renews each month. £40 annually: renews every 12 months.
3. Complete secure payment. The app opens Stripe checkout in your browser. Confirm the plan and enter card details on Stripe only.
4. Confirm Pro is active. Return to TrainerMate. If needed, wait a few moments and click Check plan now. If Pro is already active, do not buy it again.

You can also pay via trainermate.xyz/pricing.html > Choose a secure payment option. Sign in with the same TrainerMate ID/email and password, then choose a plan. Do not create a second account.

Manage payment without losing your saved setup.

1. Manage Stripe billing. Open your Upgrade/account page and choose Manage Stripe billing when available.
2. Cancel future renewal. Use Cancel renewal at period end. Pro continues until the paid period ends, then the account returns to Free.
3. Understand the one-month pass. The one-month pass does not renew automatically. Buy another pass only when you need another paid month.
4. Find receipts or a licence. Payment history offers receipts/invoices when available. If support gave you a licence key, use Activate licence rather than paying again.

Cancellation does not refund the current paid period. Saved providers, Zoom pairings and settings are retained. Accounts with non-Stripe Pro access may not show Stripe management controls.

Automatic updates means course checking, not installing app updates.

1. Switch it on. Open Automatic updates and tick Automatically keep my courses up to date.
2. Save the setting. Click Save automatic update settings. The status explains whether automatic checks are on.
3. Keep the app running. TrainerMate must be open, with Pro active, and the PC awake and online.
4. Start with Windows. Use the Start with Windows control if offered. If Windows controls the setting, check Windows Settings > Apps > Startup.

A closed app or sleeping/offline PC cannot perform a live provider check. Microsoft Store handles software updates separately.

Open Change schedule only when you want to change the defaults.

1. Daily light check. Choose the daily time and scope. A 14-day daily scope is recommended in the app.
2. Weekly wider check. Choose the weekly day and time for a wider check, up to the Pro window.
3. Choose notifications. Keep problem notifications on. Course changes, support messages and small pop-up bubbles are separate choices.
4. Save and test. Save automatic update settings. Troubleshooting > Run quiet check now starts a background check using the saved settings.

Scheduled checks run after the chosen time while TrainerMate is open. A missed check can run when the app next opens; it waits if another check is already running.

See the saved course diary and focus on what needs attention.

1. Choose a view. Open Calendar. Use month, week or list view; This week is a quick route to the current week.
2. Filter attention items. Please check focuses on courses needing attention. All courses restores the unfiltered view.
3. Open a course. Select a calendar entry to see its details and the available provider/course tools.
4. Refresh the underlying information. Run a Dashboard course check when you need fresh provider data. The calendar uses TrainerMate’s saved course records.

Provider colours help you distinguish courses. Initial calendar loading can take a few seconds. Free users can still review their course list on Dashboard.

Keep a support conversation together in one place.

1. Send a message. Open Help. Enter a subject and explain the issue, including provider, course date and what you clicked. Choose Send.
2. Read the reply. Return to the Message centre and open the conversation. Unread indicators highlight new replies.
3. Keep your inbox tidy. Use Mark read or Archive when appropriate. Delete permanently removes a conversation from your inbox.
4. Share useful diagnostics. Open Support details and diagnostics only if support asks. Use the app version and a connection report to explain the problem.

Never send passwords, login codes, tokens or payment card details. You can also email [email protected]. Avoid screenshots containing unnecessary delegate information.

Keep setup simple after the first run.

1. Remember me and log out. The account menu at the top right contains Remember me on this computer and Logout. Use Remember me only on a computer you trust.
2. Reset a forgotten password. On the login screen, choose Forgot password? Enter the registered email and follow the one-time reset-code instructions. The code expires after 15 minutes.
3. Update the app. Open Microsoft Store and check for app updates. Store installations do not use a separate TrainerMate installer update.
4. Certificates are coming soon. In release 2.0.0, Certificates is disabled and marked Coming soon. Continue using your provider’s own portal for certificate tasks until the feature is released.

If setup or payment takes longer than expected, check your connection and read the on-screen message. Do not register or pay repeatedly. Use Connections or Help for a persistent problem.