Getting Started

Learn how to manage your training programs and clients

19 articles in this collection
Written by Long Nguyen and Jon Wang

Setting up your Library

Use tags to categorize exercises in your library

Understanding tag systems for your exercise library.

Written by Long Nguyen
Updated over a week ago

Create a Workout

How to create & edit a workout

Written by Jon Wang
Updated over a week ago

Edit or Create an Exercise

How to upload demo photos and videos, edit exercise instructions, and customize tracking fields

Written by Long Nguyen
Updated over a week ago

How to Hide Exercises in Bulk

How to clean the list of system exercises I don't need

Written by Long Nguyen
Updated over a week ago

Create a workout Program

How to create a multi-week workout regimen

Written by Long Nguyen
Updated over a week ago

Client Features

Understanding the Client Overview

How to navigate the client overview page

Written by Long Nguyen
Updated over a week ago

How to Send Voice Messages

Provides your team with immediate and efficient communication and collaboration.

Written by Long Nguyen
Updated over a week ago

Tasks: Automated check-ins and habit coaching

How to use tasks instead of email for check-ins, reminders, and content delivery

Written by Jon Wang
Updated over a week ago

Progress Photos

How to upload and view client progress photos

Written by Long Nguyen
Updated over a week ago

Track body metrics

How to customize the list of metrics to track, and add metric results

Written by Long Nguyen
Updated over a week ago

Private Messaging

How to direct message your clients

Written by Long Nguyen
Updated over a week ago

Client Settings: Turn on/off features for a client or a group of clients

Show or hide each feature to suit your training services and package. You can also use this feature to upsell your offerings

Written by Long Nguyen
Updated over a week ago

Client Management

Manage Client Subscriptions

Learn how you can pause a recurring subscription and resume it any time you want.

Written by Long Nguyen
Updated over a week ago

Set your Default Client Settings

How to choose specific Metrics, Features, Units, and Workout settings for New clients

Written by Jon Wang
Updated over a week ago

Public Client Invite Link

How to use the invite link and choose how you want new clients that sign up through an invite link to be added to the workspace

Written by Long Nguyen
Updated over a week ago

Add a client

How to add, invite, or resend the invitation to a client

Written by Long Nguyen
Updated over a week ago

Task management

Manage your To-Do List (For Coaches)

Keep track of tasks for yourself or teammates with smart reminders!

Written by Long Nguyen
Updated over a week ago

More

Advanced Features

Other Advanced features you can explore

Written by Jon Wang
Updated over a week ago

Everfit Referral Program

How to earn credit from Referrals

Written by Jon Wang
Updated over a week ago