Client List

The client list page is where you’ll find, create and manage all of your client records.

Screen Actions

Help

To display the application help and shortcuts click the Help button.

Locations

To filter the client list by Location select an entry from the Locations dropdown.

Tags

To filter the client list by a Tag select an entry from the Tags dropdown.

Programs

To filter the client list by a Program select an entry from the Programs dropdown.

Add a Client

To create a new client record, click the Add Client button.

Bulk Actions

To make an action on one or more clients, select the appropriate clients in the list by clicking the checkbox next to their entry.

Once selected choose from the following actions which will be applied to selected clients accordingly.

Assign Program

To assign a new program to the client click the Assign Program button. See the Client Profile page for specific details on program assignment.

Send Message

To send a message to selected clients click the Send Message button.

Send Invitation

To send a welcome invitation message to a client with a link to automatically login to the application click the Send Invitation button.

Delete Client

To permanently delete the client and their history click the Delete button and confirm accordingly. Note that this operation cannot be undone.

Inactive Client

To mark the client as Inactive (a contact) select the Inactive Client button.

Client Profile

The client profile can be viewed by clicking the client’s name from the appropriate entry in the list.

Client Impersonation

A coach can “impersonate” one of their clients and view their dashboard, progress, updates, etc. as if they were the client by clicking the Impersonate button.

See the Client Impersonation page for specific details on client impersonation.

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