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Add & Organise Clients

Add clients individually or in bulk, organise them with tags, and use bulk actions to keep your roster clean.

What you will learn

Adding clients

Send an invite individually, or import a CSV for bulk onboarding.

Tags

Group clients by programme, plan tier, or status so you can filter the client list at a glance.

Bulk actions

Send the same message, assign the same workout, or update tags across many clients at once.

Show transcript
  1. 0:02hey guys in this video we're going to be
  2. 0:04looking at help fit client management so
  3. 0:07we're going to be focusing on the client
  4. 0:10tab here we're going to be covering
  5. 0:11client tags adding clients adding
  6. 0:14clients and bulk bulk actions and then
  7. 0:16all the different little options that
  8. 0:18you see here such as these and all the
  9. 0:20actions that you have from within the
  10. 0:23client's tab so I'll start off with
  11. 0:25client tags you'll see here you can see
  12. 0:27the tags you have associated with a
  13. 0:29client you can add tags to a client when
  14. 0:32creating them or you can add them later
  15. 0:34on you can also automate it by having
  16. 0:36them on your on boarding flow over here
  17. 0:38you'll see you have your tag management
  18. 0:40now what this allows you to do is
  19. 0:42control all your tags so if I click on
  20. 0:44this you'll see here you can see all
  21. 0:47your tags along with how many clients
  22. 0:50are associated with each tag to add a
  23. 0:52tag you can just do add tag so if I just
  24. 0:54click on this you'll see here I can give
  25. 0:57a name so let's just say we have a 120
  26. 1:01Day program and then you can give it a
  27. 1:03color so I'll just give it this
  28. 1:06color and just like so we added the tag
  29. 1:09you can also edit a tag so if I just
  30. 1:11come here and do edit I can edit the
  31. 1:13name I can edit the color and then I can
  32. 1:15just hit save if you want to edit a tag
  33. 1:18for an existing client you'll see in the
  34. 1:20drop- down here you'll have an option
  35. 1:23for edit and if I click on this you'll
  36. 1:26see here you have the client tag option
  37. 1:28so if I click on this
  38. 1:31I can pick which tags I want for this
  39. 1:33client so let's say we want to make this
  40. 1:34client online and I'll do update and you
  41. 1:37can see here the tag has been reflected
  42. 1:40you can also assign tags to multiple
  43. 1:42clients at once so to do that you can
  44. 1:44just come here and hover over the client
  45. 1:47you'll see a checkbox you can select all
  46. 1:49the clients that you want to give the
  47. 1:50tags to and then if you have multiple
  48. 1:52clients selected you'll see this action
  49. 1:54button popup so if I click on this
  50. 1:56there's multiple different bulk actions
  51. 1:58that you can perform one of it being
  52. 1:59assign tags so I'll just click on this
  53. 2:01so with bulk actions you'll always see
  54. 2:03this confirmation here what this allows
  55. 2:06you to do is see the clients that will
  56. 2:07be affected and you'll have to click
  57. 2:09confirm and then in this case I can pick
  58. 2:11the tags that I want so let's say we
  59. 2:13want these to be inperson clients and
  60. 2:15I'll do assign tags then it'll just kick
  61. 2:17off and assign it to all the clients
  62. 2:19that we've selected and here you'll see
  63. 2:21those tags have been assigned to the
  64. 2:23client over here you'll see you have the
  65. 2:26filtering option now the number that you
  66. 2:28see here is the number of client ients
  67. 2:30that you have associated with that
  68. 2:32filter so by default because there's no
  69. 2:34filter this would represent how many
  70. 2:36total clients you have but if I go ahead
  71. 2:37and click on this and let's say we want
  72. 2:40to filter by tags so I can click here
  73. 2:43and then I can say let's filter by
  74. 2:45online so you can see here we have three
  75. 2:47clients that have that tag and then this
  76. 2:51here is also reflected so it lets us
  77. 2:53know that there's three clients under
  78. 2:54these filtering criterias there's other
  79. 2:56filtering options so if I click on this
  80. 2:58I can filter by recent check-in by
  81. 3:00recent in active by oldest you also have
  82. 3:02the option to filter by team members so
  83. 3:05if you want to see all the clients
  84. 3:06assigned to a specific coach you can
  85. 3:08just come here and let's say we have
  86. 3:10this team member John I can filter now
  87. 3:12I'm filtering for both the tag and the
  88. 3:15team member but let's remove this here
  89. 3:17and you'll see we can see all the team
  90. 3:19members that is assigned to this coach
  91. 3:21and here you'll see an option to toggle
  92. 3:23between your active or archived clients
  93. 3:25so now I'm going to show you how you can
  94. 3:27add a client so to add a client you'll
  95. 3:29see this add client option now the first
  96. 3:32thing you'll see here is you pick their
  97. 3:34name their email then you can pick the
  98. 3:37tags that you want to give them you can
  99. 3:39pick the questionnaire so at the moment
  100. 3:41I don't have any in my library you can
  101. 3:43also pick the onboarding flow now if you
  102. 3:45have tags in the onboarding flow you
  103. 3:47don't have to specify them here as well
  104. 3:48since it's just going to use those you
  105. 3:50can also decide if you want to add a
  106. 3:52start and end date you'll also see an
  107. 3:54option here to send the client
  108. 3:56instructions on how to log in if you
  109. 3:58check this box it means once you create
  110. 4:00the client they will instantly get an
  111. 4:02email but you can always send this later
  112. 4:04on now here you'll see an option to add
  113. 4:07multiple clients so if I go ahead and
  114. 4:09click on this option I can list all the
  115. 4:13clients that I want or I can use CSV
  116. 4:17file now if you want the format you can
  117. 4:19see here you can also download a sample
  118. 4:22so I've just added some clients just to
  119. 4:24show you what it would look like now I'm
  120. 4:26adding five clients I'll go next here I
  121. 4:29can add the option options that I'd like
  122. 4:31when setting up the clients so this is
  123. 4:32similar when adding individual clients
  124. 4:34but you can also do it for both clients
  125. 4:36so anything here will be added to all
  126. 4:38the clients so let's go ahead and say we
  127. 4:39want to add them to our 120-day program
  128. 4:42if we have on boarding flows and
  129. 4:44questionnaires we can add those as well
  130. 4:46let's say they all start next week and
  131. 4:50let's say they're here for about just
  132. 4:54going to pick a random dates and we
  133. 4:55don't want to email them their login
  134. 4:57instructions yet and I'll just go ahead
  135. 4:58and do add client
  136. 5:02and just like that you'll see it's
  137. 5:04adding and there we go we've just added
  138. 5:07five clients you can see the clients are
  139. 5:09here they St in 7 days as we've
  140. 5:11specified and here's a tag that we've
  141. 5:13picked when we were adding the clients
  142. 5:15okay now let's just quickly run down
  143. 5:17through all these different options that
  144. 5:18you see here so last check in is just
  145. 5:21the date they've last checked in the
  146. 5:23last active is when they were last
  147. 5:25active so whenever they open the app or
  148. 5:27if they do anything on the app and then
  149. 5:28duration is if you pick a start and end
  150. 5:32date now these aren't required but if
  151. 5:34you do you'll be able to see from a
  152. 5:35visual point when they start if they
  153. 5:38finished and how far along the program
  154. 5:40they are so for example this client here
  155. 5:42he's finished and it says finished this
  156. 5:44client starts in 6 days and this current
  157. 5:46client is on week 10 of 12 now you can
  158. 5:49always edit the star and end date so
  159. 5:50I'll show you how you can do that if I
  160. 5:52go to this drop down you'll see this
  161. 5:54edit option and here you can edit their
  162. 5:57name their email their tags and you can
  163. 5:59also edit edit the start and end date
  164. 6:01for that client so I'll quickly run you
  165. 6:03through all the other options you see in
  166. 6:05the drop down if you have team members
  167. 6:06you can assign a coach you'll also see
  168. 6:08an option for client access so if I
  169. 6:10click on this for example you'll see
  170. 6:13here you have a username and a unique
  171. 6:15code you can manually send these to your
  172. 6:17clients or you can click on this button
  173. 6:19and this button will just send them
  174. 6:20these login details along with
  175. 6:22instructions on how to download the app
  176. 6:24and what they need to do there's also an
  177. 6:26option for editing which we've covered
  178. 6:28you can archive a client so AR having a
  179. 6:30client will not allow the client to have
  180. 6:32access to the app and you can also
  181. 6:33delete a client and really quick just to
  182. 6:35go back to the bulk actions we've
  183. 6:38already covered the tags but I want to
  184. 6:40show you the other options so you can
  185. 6:42assign a coach by bulk so here for
  186. 6:46example it'll tell us that clients it's
  187. 6:48affecting I'll just hit confirm and I'll
  188. 6:50pick the coach that we want to assign to
  189. 6:52these four clients and I'll do assign
  190. 6:54coach and just like that you'll see it
  191. 6:58has added the coach these four clients
  192. 7:01so that is everything when it comes to
  193. 7:02the client management you can give tags
  194. 7:06you can do some bulk actions you can add
  195. 7:08multiple clients at once you have strong
  196. 7:10filtering where you can filter with tags
  197. 7:12and coaches and you also have a quick
  198. 7:15overview of all the information you need
  199. 7:17if you have questions or anything feel
  200. 7:19free to leave them in the comments below

Client Management

6 lessonsApprox. 39 min
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