When would you need to transfer a client?
Client transfer allows you to move a client from one trainer to another. This is helpful when onboarding new trainers or adjusting your staff.
How to transfer a client
- Open the Client's Profile.
2. Select Transfer Client.
3. Select the teammate you'd like to transfer your client to. Click Update, then confirm your selection.
Note: Depending on your permissions when you transfer a client you may lose access to their data. Contact the Admin on your team if you need to access this information again.
Up Next: Team Basics