How do I add a client or invite them to the app?

Clients who book from the app show up on their own. You can also add anyone yourself, for example a client you already train.

#Add a client

1. Open Clients in the sidebar.
2. Tap Add client.
3. Enter their Name. Add an Email if you want to invite them later, and a Phone if you like.
4. Use Private notes for anything the team should know. Only your team sees them.
5. Tap Add client.

You can now book them, sell them a pack and write plans for them, even before they use the app.

#Invite them to the app

1. Open the client's page from Clients.
2. Tap Manage, then Invite to the app.
3. They get an email with a button to join.

Once they join, they book and manage their visits from their phone, and see the plans you give them. Their status on the client list shows whether they've joined. If an invite runs out before they join, send a new one from the same menu.

#Edit or archive

Manage also holds Edit details, Block from booking and Archive client. Archiving takes them off your lists; past bookings and notes stay.

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Tip: Press / on the client list to jump straight to search.