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Manage Clients
Manage Clients

Everything you need to know to manage clients

Long Nguyen avatarJon Wang avatar
By Long and 1 other2 authors24 articles
Global Search: Click “J” to jump to any client
View your Client's Logged Activities
Edit a Completed Workout

Client List Management


How to view all clients as a workspace Admin?
How to automatically archive clients when their subscription is canceled
Adding Multiple Clients
Bulk upload clients with CSV file
Delete or Remove a Client
How to Archive a client
How to Reactivate an archived client
I created duplicate clients. What can I do?

Client Settings


Turn off Workout Comments
Add a Consultation Attachment a client's profile
View a client's exercise history
Pin Metrics on Client's dashboard
Workout Visibility setting
Workout Rearrange setting
Hide Workouts from Clients

Manage Programs


Assign a program - from the Training Calendar
Assign a program to multiple clients
Remove a client from an assigned program

Grouping Clients


Client List: Filter and segment clients
Client List: How to use Segments
Manage your list of Groups
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