Client Management

Add clients, manage profiles, organize groups, and handle onboarding

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Adding a New Client

Add a client to your roster

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Viewing Client Profiles

View detailed client information

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Editing Client Profiles

Update client profile information

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Athlete Profile Fields

Understand athlete-specific fields

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Fitness Profile Fields

Manage fitness-related profile data

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Profile Field History Tracking

Track changes to profile fields over time

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Chartable Fields (Numeric Tracking)

Track numeric data with charts

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Adding Custom Profile Fields

Create custom fields for clients

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Viewing Chart Data

Visualize profile field data

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Viewing Latest Profile Values

See current profile data at a glance

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Tagging Clients

Organize clients with tags

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Create admin-only protected tags

Filtering by Tags

Filter client list by tags

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Searching for Clients

Find clients quickly with search

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Bulk Client Operations

Perform actions on multiple clients

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Importing Clients via CSV

Bulk import clients from spreadsheet

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Deleting Clients

Remove clients from your roster

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Disassociating Clients

Remove client association without deleting

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Customizing Client Labels

Customize terminology for clients

Bulk Create Clients

Create multiple clients at once

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Client Accepts Invite

How clients accept trainer invitations

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Self-Registration Links

Create links for client self-signup

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Guest Assessment Clients

Handle guest assessments

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Creating Trainer Groups

Create groups to organize clients

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Adding Clients to Groups

Add clients to your groups

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Removing Clients from Groups

Remove clients from groups

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Viewing Group Details

See group information and members

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Group Mesocycles

Manage training blocks for groups

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Group Workouts & Calendar

View and manage group workout calendars

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Creating Editable Copy of Group Workout

Make individual copies from group workouts

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Update & Propagate Group Changes

Push updates to all group members

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