Manage Clients

Everything you need to know to manage clients

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

Global Search: Click “J” to jump to any client

Go to any client's profile or training calendar, or open his/her chat

Written by Long Nguyen
Updated over a week ago

Edit a Completed Workout

How to edit details of a Completed workout result

Written by Jon Wang
Updated over a week ago

Client List Management

How to view all clients as a workspace Admin?

View all the clients in your workspace

Written by Long Nguyen
Updated over a week ago

Adding Multiple Clients

How to add clients in bulk

Written by Jon Wang
Updated over a week ago

Bulk upload clients with CSV file

Adding Multiple clients using CSV file

Written by Jon Wang
Updated over a week ago

Delete or Remove a Client

How to delete a client permanently

Written by Long Nguyen
Updated over a week ago

How to Archive a client

Archive clients so they are not counted towards your subscription plan

Written by Long Nguyen
Updated over a week ago

How to Reactivate an archived client

Reactivate or unarchive a client to start training them again.

Written by Long Nguyen
Updated over a week ago

I created duplicate clients. What can I do?

How to archive or remove clients from your workspace

Written by Long Nguyen
Updated over a week ago

Client Settings

Turn off Workout Comments

How to disable the workout comments feature on your client's app

Written by Long Nguyen
Updated over a week ago

Add a Consultation Attachment a client's profile

How to upload a consultation attachment or a ParQ to a client's profile

Written by Long Nguyen
Updated over a week ago

View a client's exercise history

Review a client's past weights, reps, and time.

Written by Jon Wang
Updated over a week ago

Pin Metrics on Client's dashboard

How to customize the list of metrics to track, and pin to client's overview metric results

Written by Long Nguyen
Updated over a week ago

Workout Visibility

Allow clients to see past and future workouts.

Written by Jon Wang
Updated over a week ago

Workout Rearrange setting

Give clients permission to adjust their workout schedule

Written by Jon Wang
Updated over a week ago

Manage Programs

Assign a program - from the Training Calendar

How to assign a program to a client from their training calendar.

Written by Jon Wang
Updated over a week ago

Assign a program to multiple clients

How to assign a program to multiple clients at once.

Written by Jon Wang
Updated over a week ago

Remove a client from an assigned program

How to delete a program from a client's training calendar

Written by Jon Wang
Updated over a week ago

Grouping Clients

Client List: Filter and segment clients

Organize clients by category, status, owner, and groups.

Written by Jon Wang
Updated over a week ago

Client List: How to use Segments

Default segments, and how to create new segments

Written by Jon Wang
Updated over a week ago

Manage your list of Groups

How to create or delete Group tags used for client organization

Written by Jon Wang
Updated over a week ago