Clients
Add clients, manage profiles and timelines, and keep your roster tidy.
Adding a client
Invite a client to your branded app with their name and email, and set optional coaching details.
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Client profiles and timelines
See how a client is tracking and every interaction with them in one profile, with notes, goals and limitations.
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Client statuses
Use the four client statuses to see where each client sits and who needs your attention.
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The clients needing attention dashboard
Understand why clients surface in the needing-attention panel and how to filter it.
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Archiving and offboarding clients
Set a client inactive for a break, or delete them when they stop training with you.
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