Getting started overview Adding your first client Setting up your public page

Client management overview Inviting a client to sign in Viewing a client's profile Tracking client progress Tracking body metrics Importing clients in bulk

Messages overview Messaging clients Viewing client details from a conversation

Training and programming overview Building a training split Adding exercises to your library

Habits overview Creating a habit Editing, archiving, or deleting a habit

Nutrition overview Using the Explore tab Meal plans vs macros plans Building a reusable meal Adding a food

Forms and automations overview Building a custom form Managing an existing form Creating a client from a form Automating actions from form submissions

Link in bio overview Customising your page theme Selling digital products from your page

Products overview Creating a product Editing, archiving, or deleting a product

Picks overview Building your picks catalogue Organising picks into groups

Bookings overview Setting your availability Rescheduling or cancelling a booking

Account settings overview Signing in Updating your profile Managing notification preferences Deleting your account

Billing and plans overview Upgrading or downgrading your plan Accepted payment methods Updating payment or cancelling your subscription Viewing and downloading invoices

Client management

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Client management covers everything to do with the clients you coach. Invite a client to sign in, see what's on their profile, track their progress and body measurements over time, and import a list of clients in bulk if you're bringing them over from somewhere else.

Inviting a client to sign in

Adding a client and inviting them to sign in are two separate steps.

How do I add a client?

1.Go to Clients in the sidebar

2.Select New client

3.Add their name, email, and an optional label

4.Select Add client

How do I invite them to sign in?

Once added with an email address, their status shows as Invited until they sign in. If they need it resent, open their row menu and select Resend invitation.

You can also create a client profile without an email if you are managing everything yourself and they do not need their own sign-in.

Viewing a client's profile

Every client has their own profile with a dedicated tab for each part of their coaching.

What tabs are there?

Overview, Check-ins, Training, Nutrition, Habits, Picks, Measurements, Progress photos, Considerations, and Profile.

How do I open one?

1.Go to Clients in the sidebar

2.Select a client to open their profile

3.Choose a tab to view or add to that part of their coaching

You can also message a client directly from their profile using the message icon in the topbar.

Tracking client progress

Every client profile has dedicated tabs for logging measurements and progress photos over time.

Where do I log an entry?

Open a client profile and select the Measurements or Progress photos tab.

How do I add an entry?

1.Open the client’s profile

2.Select Measurements or Progress photos

3.Select New measurement, or Add entry on Progress photos

4.Enter the date and values, or upload a photo

5.Select Save

Clients can also log their own measurements and photos from their dashboard, so entries do not always have to come from you.

Tracking body metrics

Measurements are tracked directly on a client’s profile, not from a separate library you have to set up first.

How is this different from other coaching platforms?

Some platforms make you build a metrics library before you can track anything. Ours does not, every client’s Measurements tab is ready to use immediately, with common types like weight, body fat percentage, and circumferences already available.

How do I log one?

1.Open the client’s profile

2.Select the Measurements tab

3.Select New measurement

4.Enter the date and value

5.Select Save

Every entry is plotted over time automatically, so you and your client can see progress at a glance.

Importing clients in bulk

Import a CSV of client names and emails instead of adding them one at a time.

What format does the file need to be?

A CSV with a Name column and an Email column. The first row should be the header.

How do I import clients?

1.Go to Clients in the sidebar

2.Select Import

3.Choose your CSV file

4.Match each column to Name and Email

5.Select Import to create a profile for each row

Imported clients appear in your Clients table right away. You can invite them to sign in individually whenever you are ready.

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