Add a client
Add one client on web or mobile and give them app access.
Where: Web or mobile app, for coaches
Add a client to your roster so you can build training, send forms, and track progress. You can also give the client the app at the same time.
Steps
Open the Clients tab and select New Client.
Enter First name and Last name.
Pick a Client profile type.
If your organization uses tags, pick at least one tag. Without one you see "Select at least one tag."
Fill in anything else you know, such as email, phone number, gender, date of birth, height, weight, scoring profile, and group. If your organization has more than one coach, pick one under Coach Assignment.
To give the client the app now, enter an email and turn on Create login account.
Select Save Client. If you create an account, the client gets an email with a link to set a password.
Common questions
Do I need the client's email?
Only if you want the client to use the app.
Can clients sign up on their own?
Yes. On web, select Share sign-up link next to Create Client. Let clients register themselves opens and your link is copied. A QR code shows too. Select Download QR Code to save it. If your link is not turned on yet, select Set Up in Account. Org admins do not see Share sign-up link. See Create and share a signup link.
What if my plan is full?
On web, New Client opens Client Limit Reached with an Upgrade Subscription button. On mobile, New Client changes to Upgrade to unlock more.
