It is really simple to add a client to your client list.
Check out our video tutorial here.
Add a Client
To add a client, simply click the New Client icon located at the top right of the homepage.
From the drop-down menu, you can choose to Add Single Client or Add Multiple Client.
A pop-up window will open for you to enter key client details.
First and Last name
Email address
Type (Online or In-Person)
Assign a coach when inviting clients
If you are the account's owner or admin, you will have the option to designate a specific coach for the client from the 'Add new client' pop-up.
By default, you will be assigned as the coach. To choose a different coach, simply click the dropdown menu and select their name from the list, or you can search for their name in the textbox.
Add single clients
Add multiple clients
Add clients using a csv. file
After completing the client setup, they will be assigned to the coach you've selected.
Send the client an invite link
After sending them an invitation email, you can also copy the invite link and send them via text or other communication channels!
Client Invitation
After you enter the client information and click Invite, the client will immediately receive an email prompting them to set up their profile.
View or edit client profile
After creating a client, click on the client's name to open up the Client Dashboard. From this screen, you'll be able to manage everything related to a client.
Profile
Training
Tasks
Limitation/Injury
Goals
Metrics
Notes
Progress photos
Settings
To learn more about the client overview page click here.
By accessing the Profile pop-up, you can edit any of the key client details, except email if your client has already registered an account.
Resend a client invitation
To resend a client invitation, click on the client to access the client overview page. From there, select the Resend Invitation icon located to the right of the client name.
