Everfit

Long Nguyen

Jon Wang

Everything you need to know to manage clients

Manage Clients

How to view all clients as a workspace Admin?

Enable the setting to archive clients automatically if their recurring subscription is canceled.

How to automatically archive clients when their subscription is canceled

Adding Multiple Clients

Bulk upload clients with CSV file

Delete or Remove a Client

Archive clients so they are not counted towards your subscription plan

How to Archive a client

Reactivate or unarchive a client to start training them again.

How to Reactivate an archived client

How to archive or remove clients from your workspace

I created duplicate clients. What can I do?

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

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

Client List Management

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

Turn off Workout Comments

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

Add a Consultation Attachment a client's profile

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

View a client's exercise history

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

Pin Metrics on the Client's dashboard

Allow clients to see workouts from the past and up to 4 weeks ahead

Workout Visibility setting

Give clients permission to adjust their workout schedule

Workout Rearrange setting

Hide uploaded future workouts from your clients

Hide Workouts from Clients

Give clients permission to replace exercises when tracking their workouts

Replace Exercise setting

Client Settings

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

Assign a program - from the Training Calendar

How to assign a program to multiple clients at once.

Assign a program to multiple clients

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

Remove a client from an assigned program

Manage Programs

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

Client List: Filter and segment clients

Default segments, and how to create new segments

Client List: How to use Segments

How to create or delete Group tags used for client organization

Manage your list of Groups

Grouping Clients

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Track the progress of all tickets related to your company.

Tickets portal.

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