Everfit

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

How to archive or delete a client permanently

Archive 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

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Jon Wang

Client List Management

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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