Marginal Improvements

Adding your first client

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Add clients from the Clients page, either by inviting them directly or creating a profile yourself.

What do I need before adding a client?

Just their name and email address. You can fill in the rest of their profile, like goals and starting measurements, at any time after.

How do I add a client?

1.Go to Clients in the sidebar
2.Select Add client
3.Choose Invite by email to send them a sign-in link, or Create profile to add them yourself
4.Fill in their name and email address
5.Select Save

Your client appears in the Clients table immediately, and you can start building their plan right away.

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