Act on many clients at once from Home

Where: Web, for coaches

Pick several clients on Home and change them all in one go. This saves time when you move a whole group of clients, tag them, or archive them.

Steps

1. Open Home and stay on the Clients tab. Use the search box and filters if you need to narrow the list. See Find, open and delete clients.

2. Tick the box next to each client. To pick everyone on the page, tick the box in the header row. A bar shows how many you picked, such as 2 selected. To clear your picks, select the X at the left of the bar.

3. Choose an action in the bar:

   • Move to team: Pick a Destination team, then select Move to team. This clears the clients' coaching assignments. Personal profiles keep their owner and are shared with the destination team's members.

   • Reassign: Search for a coach and pick one. Select Reassign to give all picked clients to that coach. See Move a client to another coach.

   • More actions: Open the menu and pick one of the items below.

4. In More actions, pick:

   • Create accounts: Makes a login for each picked client who has none. Clients with an account are skipped. New accounts get a welcome email. Keep the dialog open until it finishes.

   • Add Tags: Pick one or more tags, then select Add Tags. The clients keep the tags they already have. A green message confirms it. To make tags, see Create tags.

   • Add to Group: Pick a group, then select Add to Group.

   • Archive: Removes the clients from your active list and keeps their history. You cannot restore them for 30 days, unless your plan has unlimited clients. Select Archive in the dialog to confirm. See Archive a client.

   • Delete: Removes the clients for good. This cannot be undone. Select Delete in the dialog to confirm.

Common questions

Why do I not see Move to team or Reassign?

Only organization accounts, org admins, staff admins, and team admins see them. Coaches without those roles see More actions only.

Why do I not see Add Tags or Add to Group?

Add Tags shows only when you have made at least one tag. Add to Group shows only when you have at least one group.

Why are Reassign, Archive, and Delete grayed out?

Your own personal profile is in the picked list. These actions do not work on it. Untick it. The bar tells you: "Personal profiles cannot be deleted or reassigned. Deselect them to use these actions."

Why does the last item say Archive and not Delete?

Some accounts can only archive. There, the red item archives the clients, and the dialog says their login is off until you restore them.

Do my picks stay when I change pages?

No. Going to another page of the list clears them.