Manage Clients

Everything you need to know to manage clients

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

View your Client's Logged Activities

When your clients log extra activities, motivate them with feedback and encouragement!

Written by Long Nguyen
Updated over a week ago

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 setting

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

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