# HubFit Help Center & Academy — Full Content

> HubFit is a fitness coaching platform. This site provides documentation and learning resources for coaches.

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## Academy

### Welcome to HubFit

- **Section:** Getting Started
- **URL:** https://hubfit.com/help/academy/getting-started/welcome-to-hubfit
- **Description:** A 7-minute walkthrough of the HubFit platform — what each module does and how the coach and client apps fit together.
- **Duration:** 6:53
- **What you'll learn:**
  - Platform map: Where the Main, Manage, Library, Automations, and Branding sections live.
  - Two apps, one product: How the coach web app pairs with the HubFit client mobile app.
  - Where to start: Which feature to set up first to onboard a paying client this week.

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### The Coach App

- **Section:** Getting Started
- **URL:** https://hubfit.com/help/academy/getting-started/the-coach-app
- **Description:** Tour the HubFit coach mobile app — your lightweight companion for messages, check-ins, and notifications on the go.
- **Duration:** 7:32
- **What you'll learn:**
  - What the coach app is for: A focused mobile companion to the web dashboard, not a replacement for it.
  - Notifications and messages: How push alerts surface client check-ins and unread chats while you're away from your desk.
  - Reviewing on the go: Open a client profile, view their metrics, and approve a check-in from your phone.

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### The Client App

- **Section:** Getting Started
- **URL:** https://hubfit.com/help/academy/getting-started/the-client-app
- **Description:** See HubFit through your client's eyes — the dashboard, training, habits, nutrition, and profile tabs they use every day.
- **Duration:** 14:50
- **What you'll learn:**
  - The client dashboard: What clients see the moment they open the app — today's workout, habits, and check-in prompts.
  - Tab by tab: How training, habits, and nutrition surface for the client and what they can edit.
  - Profile and settings: Where clients update their goals, photos, and integrations.

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### Apply Your Brand

- **Section:** Getting Started
- **URL:** https://hubfit.com/help/academy/getting-started/apply-your-brand
- **Description:** Customise HubFit with your logo and brand colours so client emails, packages, and the client app feel like your business.
- **Duration:** 2:52
- **What you'll learn:**
  - What you can brand: The HubFit client app surfaces, automated emails, and your packages page.
  - Logo and colours: Where to upload assets and set your accent colour so the client app feels like yours.
  - Email sender setup: Make automated emails come from your brand instead of a generic HubFit address.

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### Connect Wearables

- **Section:** Getting Started
- **URL:** https://hubfit.com/help/academy/getting-started/connect-wearables
- **Description:** Pull steps, heart rate, sleep, and workouts from Apple Health and Google Health Connect into your client's HubFit profile.
- **Duration:** 3:58
- **What you'll learn:**
  - What syncs: Steps, heart rate, sleep, and completed workouts from Apple Health (iOS) and Health Connect (Android).
  - Client-side connection: How clients authorise the sync from their app's profile tab.
  - Coach view: Where wearable data appears on the client profile and how it informs check-ins.

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### Add & Organise Clients

- **Section:** Client Management
- **URL:** https://hubfit.com/help/academy/client-management/add-and-manage-clients
- **Description:** Add clients individually or in bulk, organise them with tags, and use bulk actions to keep your roster clean.
- **Duration:** 7:23
- **What you'll 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.

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### Create Intake Questionnaires

- **Section:** Client Management
- **URL:** https://hubfit.com/help/academy/client-management/build-intake-questionnaires
- **Description:** Create reusable questionnaires for intake, goal-setting, and assessments — and see how clients fill them in.
- **Duration:** 3:36
- **What you'll learn:**
  - Coach side: Build a question set with short text, multi-choice, scale, and file-upload fields.
  - Client side: How questionnaires appear in the client app and how submissions come back to you.
  - Reusability: Save questionnaires as templates so every new client gets the same structured intake.

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### Run Effective Check-Ins

- **Section:** Client Management
- **URL:** https://hubfit.com/help/academy/client-management/run-effective-check-ins
- **Description:** Build, schedule, and review HubFit check-ins — the heartbeat of your coaching relationship.
- **Duration:** 11:24
- **What you'll learn:**
  - Designing a check-in: Mix questions, metric prompts, and progress-photo fields into a single recurring form.
  - Scheduling: Assign weekly, bi-weekly, or monthly cadences and let HubFit chase clients automatically.
  - Reviewing: Read submissions side-by-side with previous weeks, leave comments, and trigger follow-ups.

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### Track Body Metrics

- **Section:** Client Management
- **URL:** https://hubfit.com/help/academy/client-management/track-body-metrics
- **Description:** Set up the metrics that matter — weight, body fat, circumference, custom — and watch them trend over time.
- **Duration:** 9:09
- **What you'll learn:**
  - Default and custom metrics: What HubFit ships with and how to add your own (e.g., resting HR, sleep score).
  - Coach configuration: Choose which metrics each client logs, units, and reminder cadence.
  - Trend view: Reading the line chart, spotting plateaus, and embedding metric prompts inside check-ins.

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### Capture Progress Photos

- **Section:** Client Management
- **URL:** https://hubfit.com/help/academy/client-management/capture-progress-photos
- **Description:** Collect, store, and compare client progress photos — and pull them automatically into check-ins.
- **Duration:** 3:57
- **What you'll learn:**
  - Client capture: How clients submit front, side, and back photos from the app with consistent framing prompts.
  - Side-by-side compare: Pick any two dates and view photos at matched poses to spot real change.
  - Inside check-ins: Embed a photo prompt directly in your recurring check-in so it's never skipped.

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### Message Clients

- **Section:** Client Management
- **URL:** https://hubfit.com/help/academy/client-management/message-clients
- **Description:** Use the unified inbox to chat with every client across web and mobile — with media, voice notes, and read receipts.
- **Duration:** 3:57
- **What you'll learn:**
  - Unified inbox: All client conversations in one tab, on web and mobile, with unread counts and search.
  - Rich media: Send photos, videos, voice notes, and form attachments from either side.
  - Notifications: How push alerts work for the coach app vs the client app, and how to keep response times fast.

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### Build Your First Workout

- **Section:** Training & Programming
- **URL:** https://hubfit.com/help/academy/training-and-programming/build-your-first-workout
- **Description:** Build a multi-day training programme in HubFit, then assign it to a client and see how it lands in their app.
- **Duration:** 14:38
- **What you'll learn:**
  - Programmes vs workouts: How HubFit organises sessions into a programme structure you can reuse.
  - Adding exercises: Pull from the HubFit library or your own custom exercises, with sets, reps, RPE, and tempo.
  - Assignment flow: Push the programme to a client and confirm what they see in their app.

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### Programme Workout Sections

- **Section:** Training & Programming
- **URL:** https://hubfit.com/help/academy/training-and-programming/use-workout-sections
- **Description:** Programme circuits, AMRAPs, intervals, and regular sets using HubFit's four section types.
- **Duration:** 9:59
- **What you'll learn:**
  - Regular sections: Standard sets and reps, the workhorse of most programmes.
  - Circuits: Group exercises so the client moves through them back-to-back with rest only at the end.
  - AMRAP and intervals: Time-capped formats for conditioning, MetCons, and HIIT-style blocks.

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### Stock Your Exercise Library

- **Section:** Training & Programming
- **URL:** https://hubfit.com/help/academy/training-and-programming/build-the-exercise-library
- **Description:** Browse HubFit's built-in exercises, add your own with video demos, and use the library while programming.
- **Duration:** 3:49
- **What you'll learn:**
  - What's included: Hundreds of built-in exercises with demo videos, instructions, and muscle tags.
  - Custom exercises: Add your own movements with video demos uploaded from your library.
  - Programming workflow: Search and drop exercises straight into a workout, with full demos showing in the client app.

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### Read Your Clients' Workouts

- **Section:** Training & Programming
- **URL:** https://hubfit.com/help/academy/training-and-programming/read-the-workout-tracker
- **Description:** Understand how clients log workouts in the app, then read their tracker on the coach side to spot wins and gaps.
- **Duration:** 14:45
- **What you'll learn:**
  - Client side: How a workout looks in the app — logging sets, RPE, notes, and watching demo videos mid-session.
  - Compliance signals: Which UI cues tell you a workout was completed, partially done, or skipped.
  - Coach view: Read the tracker to spot patterns — missed sets, plateauing weights, RPE creep — across weeks.

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### Find PRs and Plateaus

- **Section:** Training & Programming
- **URL:** https://hubfit.com/help/academy/training-and-programming/review-exercise-history
- **Description:** Pull up a single exercise's history across a client's entire training career to spot progression and plateaus.
- **Duration:** 3:56
- **What you'll learn:**
  - Per-exercise history: Every set a client has logged for a movement, with date, weight, reps, and RPE.
  - Progression view: Spot which lifts are climbing, which are stalled, and which are dropping.
  - Coaching uses: When to push for a PR, when to deload, and how to evidence progress at check-ins.

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### Design a Nutrition Plan

- **Section:** Nutrition Coaching
- **URL:** https://hubfit.com/help/academy/nutrition/build-a-nutrition-plan
- **Description:** Set macro targets, build a structured meal plan, and assign it to a client — see exactly what they'll see.
- **Duration:** 9:29
- **What you'll learn:**
  - Macro targets: Set protein, carb, and fat targets per client, with calorie budgets calculated for you.
  - Plan structure: Choose between flexible macro coaching or a structured meal-by-meal plan.
  - Client experience: How the plan appears in the app — daily targets, meals to log, and remaining macros.

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### Smart Meal Planner

- **Section:** Nutrition Coaching
- **URL:** https://hubfit.com/help/academy/nutrition/smart-meal-planner
- **Description:** Auto-generate a meal plan that hits a client's macro targets using HubFit's recipe library.
- **Duration:** 4:45
- **What you'll learn:**
  - How it works: Set the macro targets and the planner suggests meals from your library that fit them.
  - Recipe sources: Pull from HubFit's 5,000+ recipes or restrict it to your own custom meals.
  - Editing the output: Swap, lock, and adjust suggested meals before sending the plan to a client.

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### 5,000+ Recipes

- **Section:** Nutrition Coaching
- **URL:** https://hubfit.com/help/academy/nutrition/build-your-recipe-library
- **Description:** Browse HubFit's 5,000+ recipes and add your own with images, ingredients, and step-by-step instructions.
- **Duration:** 2:58
- **What you'll learn:**
  - Built-in library: Over 5,000 recipes with photos, full ingredients, and instructions.
  - Custom recipes: Add your own with macros calculated automatically from the ingredients.
  - Use in plans: How recipes feed the meal planner and the client's in-app meal logger.

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### Share Food Library

- **Section:** Nutrition Coaching
- **URL:** https://hubfit.com/help/academy/nutrition/share-a-food-library
- **Description:** Pick which foods and recipes each client can see in their app — useful for diet-specific or restricted plans.
- **Duration:** 2:17
- **What you'll learn:**
  - Food access: Restrict each client's library to a curated subset of foods and recipes.
  - Use cases: Diet-specific plans (keto, vegetarian), allergy-aware menus, or simplifying choice for new clients.
  - Coach side setup: Tag foods and apply access rules per client or tag group.

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### In-App Nutrition Tracker

- **Section:** Nutrition Coaching
- **URL:** https://hubfit.com/help/academy/nutrition/track-client-nutrition
- **Description:** See how clients log meals in HubFit's in-app tracker and how compliance surfaces on the coach side.
- **Duration:** 8:59
- **What you'll learn:**
  - Client logger: Log meals by recipe, by foods, or by photo — and what gets calculated automatically.
  - Daily targets: How remaining macros and calories update through the day in the client app.
  - Coach view: Read each day's compliance, week trends, and which clients need a nudge.

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### Connect Cronometer

- **Section:** Nutrition Coaching
- **URL:** https://hubfit.com/help/academy/nutrition/connect-cronometer
- **Description:** Use Cronometer for nutrition logging instead of the in-app tracker, with full sync back to HubFit.
- **Duration:** 3:59
- **What you'll learn:**
  - Why Cronometer: Best-in-class food database for clients who want micronutrient detail.
  - How the sync works: Macros and meals from Cronometer flow into the HubFit client profile automatically.
  - Choosing per client: Use HubFit's tracker for some clients, Cronometer for others — both populate the coach view.

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### Set Up Daily Habits

- **Section:** Engagement & Retention
- **URL:** https://hubfit.com/help/academy/engagement-and-retention/coach-daily-habits
- **Description:** Set daily habits for clients to tick off in the app — sleep, water, steps, anything you want to build.
- **Duration:** 7:14
- **What you'll learn:**
  - Habit design: Build a reusable habit library with daily or weekly goals, custom emojis, durations, and reminders.
  - Client assignment: Add habits to a client with start and end dates so you can stack habits and time-box programmes.
  - Coach view: Track completion on a calendar, log on a client's behalf, and read streaks alongside training and nutrition adherence.

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### Launch a Community

- **Section:** Engagement & Retention
- **URL:** https://hubfit.com/help/academy/engagement-and-retention/build-a-community-forum
- **Description:** Spin up a private community for your clients with posts, threads, and reactions — all inside HubFit.
- **Duration:** 7:50
- **What you'll learn:**
  - Coach setup: Create a community, set posting rules, and seed it with your first posts.
  - Client experience: How clients post, comment, and react inside the HubFit app.
  - Moderation tools: Pin posts, remove content, and message individuals from inside the community.

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### Run a Challenge

- **Section:** Engagement & Retention
- **URL:** https://hubfit.com/help/academy/engagement-and-retention/run-a-challenge
- **Description:** Launch a time-bound challenge — habit-based or workout-based — with a leaderboard your clients can see.
- **Duration:** 9:31
- **What you'll learn:**
  - Challenge types: Habit streaks, workout completion, step counts, and custom criteria.
  - Leaderboard: How rankings update in real time and what clients see in the app.
  - Pairing with community: Use challenges to drive posts and engagement in your forum.

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### Curate a Resource Collection

- **Section:** On-Demand
- **URL:** https://hubfit.com/help/academy/on-demand/launch-a-resource-collection
- **Description:** Bundle videos, PDFs, and articles into a single collection your clients can browse on demand.
- **Duration:** 3:59
- **What you'll learn:**
  - What goes in: Videos, PDFs, articles, and links — bundled together by topic or programme.
  - Coach side build: Drag-and-drop assets into a collection and decide which clients get access.
  - Client side: How collections appear in the app and how clients browse them between sessions.

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### Create a Recipe Book

- **Section:** On-Demand
- **URL:** https://hubfit.com/help/academy/on-demand/build-a-recipe-book
- **Description:** Curate recipe collections organised by sections and share them with clients in their app.
- **Duration:** 4:28
- **What you'll learn:**
  - Section layout: Group recipes by goal, meal type, or theme and pick a display style for each section.
  - Sharing model: Assign a recipe book to specific clients or bundle it inside a package.
  - Client experience: How clients browse, favourite, and cook from their assigned books inside the mobile app.

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### Open a Workout Studio

- **Section:** On-Demand
- **URL:** https://hubfit.com/help/academy/on-demand/build-a-workout-studio
- **Description:** Build a polished on-demand workout library your clients can follow at their own pace.
- **Duration:** 3:45
- **What you'll learn:**
  - Curating sections: Organise workouts into themed sections, choose how each one displays, and reorder freely.
  - Access control: Decide which clients see which studios — by tag, package, or individual assignment.
  - Client browsing: How studios appear in the app and how clients pick a workout to follow on the spot.

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### Sell Packages & Take Payments

- **Section:** Automate & Scale
- **URL:** https://hubfit.com/help/academy/automate-and-scale/sell-packages-and-take-payments
- **Description:** Create coaching packages, share a checkout link, and manage subscriptions — all on Stripe.
- **Duration:** 7:58
- **What you'll learn:**
  - Package builder: One-time payments, subscriptions, and bundles with custom durations.
  - Checkout link: A branded checkout URL clients can use to self-purchase.
  - Managing purchases: How to upgrade, pause, or cancel a client's package after sale.

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### Automate Onboarding

- **Section:** Automate & Scale
- **URL:** https://hubfit.com/help/academy/automate-and-scale/automate-onboarding
- **Description:** Bundle your intake questionnaire, training plan, nutrition plan, and welcome resources into one onboarding flow.
- **Duration:** 3:56
- **What you'll learn:**
  - Flow builder: Stack questionnaires, plans, resources, and messages into a single onboarding sequence.
  - Trigger options: Run the flow on package purchase, on a tag, or manually for one client.
  - Client experience: How the steps surface in the app one at a time so clients aren't overwhelmed.

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### Schedule Autoflows

- **Section:** Automate & Scale
- **URL:** https://hubfit.com/help/academy/automate-and-scale/recurring-workflows-with-autoflow
- **Description:** Schedule messages, resources, and check-ins to send on a cadence — week 1, day 30, every Monday, anything.
- **Duration:** 5:58
- **What you'll learn:**
  - Trigger types: Day-from-start, day-of-week, calendar date, or relative to another event.
  - Action types: Send a message, share a resource, assign a workout, or kick off another flow.
  - Use cases: 30-day re-engagement, weekly motivation drops, post-purchase nurture.

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## Help Center

### Client App

- **Category:** HubFit App
- **URL:** https://hubfit.com/help/articles/app/client-app
- **Description:** Understand what your clients see and do in the HubFit app so you can guide them.
- **Related:** app/coach-app, main/clients, main/messages, account/wearables

## Client App Overview

This guide shows what your clients experience in the HubFit mobile app — navigation, features, and common questions — so you can support them without needing to check their device.

Download the app: [App Store](https://apps.apple.com/app/hubfit/id6448201245) | [Google Play](https://play.google.com/store/apps/details?id=com.hubfitapp)

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## App Navigation

The client app uses a bottom tab bar for navigation. By default, five tabs are visible:

| Tab | What the client sees |
|-----|---------------------|
| **Dashboard** | Today's tasks, pending check-ins, habits, scheduled workouts, and quick links |
| **Training** | Assigned programs and workouts (Calendar or Fixed mode) |
| **Habits** | Assigned habits with daily progress tracking |
| **Nutrition** | Meal plans, nutrition tracker, and recipe books |
| **Profile** | Personal settings, check-ins, photos, metrics, and integrations |

Tabs appear or disappear based on the Feature Control toggles you set for each client. For example, turning off the **Workout** toggle hides the Training tab entirely.

| Tab | Controlling toggle |
|-----|-------------------|
| Training | Workout |
| Habits | Habits |
| Nutrition | Nutrition (meal plans) and/or Nutrition Tracker |
| Profile > Check-Ins | Check Ins |
| Profile > Photos | Progress Photos |
| Profile > Metrics | Metrics |

See [Client Feature Control](/help/articles/main/clients#client-feature-control) for the full list of toggles and how to configure them.

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## Login and Access

#### How clients log in

Every client receives a unique **username** and **4-digit code** when you add them to your workspace. On the login screen, the client selects the **Client** tab and enters these credentials.

#### Where to find a client's credentials

Open the client's row in the client list, click the **three-dot menu**, and select **Client Access**. From there you can copy the username and code or resend the login email.

#### Common login issues

| Symptom | Resolution |
|---------|-----------|
| "Invalid credentials" error | Open Client Access and verify the username and code. Resend the login email if needed. |
| Client never received the email | Check the email address is correct. Resend from Client Access. Ask the client to check spam/junk folders. |
| Client forgot their code | Open Client Access and share the code again, or resend the login email. |
| App says "account not found" | Confirm the client is Active (not Archived). Archived clients lose app access immediately. |

See the [Client Invitation Flow](/help/articles/main/clients) section for more detail on sharing credentials.

---

## Dashboard

The Dashboard is the client's home screen. It shows a summary of what needs attention today:

- **Pending check-ins** — any forms due for submission
- **Habits due** — today's habit targets and progress
- **Scheduled workouts** — workouts assigned for today (Calendar mode) or next up (Fixed mode)
- **Challenges** — active challenges the client is participating in
- **Community** — preview of recent community posts
- **Resources** — quick access to Vault files and shared resources
- **Notes** — coach notes visible to the client (notes marked "Only viewable by coach" are hidden)

The Dashboard adapts to enabled features. If a feature is toggled off, its section does not appear.

---

## Training

#### Calendar vs Fixed mode

How training appears in the app depends on the mode you set for the client:

- **Calendar mode** — the client sees a calendar with workouts scheduled on specific dates. They tap a date to view and start that day's workout.
- **Fixed mode** — the client sees an ordered list of programs. They work through workouts in sequence at their own pace, with no dates attached.

You set the training mode from the client's Training Settings on web. See the [Training](/help/articles/library/training) article for details on modes and assignment.

#### Logging a workout

<Step number={1}>The client opens a workout from the Training tab</Step>

<Step number={2}>They tap **Start Workout** to begin logging</Step>

<Step number={3}>For each exercise, they enter sets, reps, and weight. Previous performance is shown for reference, and personal records (PRs) are highlighted automatically.</Step>

<Step number={4}>If an exercise is not possible, the client can tap **Alternatives** to see substitute exercises (if you have configured them)</Step>

<Step number={5}>When all exercises are logged, the client taps **Complete Workout**</Step>

<Step number={6}>A post-workout screen asks the client to rate the workout difficulty</Step>

<Callout type="info">Progress is saved automatically as the client logs. If they leave mid-workout, a floating bar appears so they can resume where they left off.</Callout>

#### Workout Logger toggle

The **Workout Logger** toggle in Feature Control determines whether clients can log sets and reps. If disabled, clients can still view workouts but cannot record performance. This is useful if you only want clients to follow along without tracking.

#### Workout Studio

If you grant a client access to your Workout Studio, they can browse on-demand workout collections and start workouts independently. See the [Workout Studio](/help/articles/on-demand/workout-studio) article for setup.

---

## Habits

The Habits tab shows all habits you have assigned to the client, with today's progress front and center.

- **Logging** — the client taps a habit to log it. Depending on the habit type, they either check it off or enter a numeric value.
- **Calendar view** — a calendar shows completion history across days
- **Streaks** — the current streak count and overall completion rate are displayed
- **Multiple habits** — all assigned habits appear in a single list, each with its own progress indicator

See the [Habits](/help/articles/library/habits) article for how to create and assign habits.

---

## Nutrition

The Nutrition tab can show up to three sections depending on what you have enabled and assigned.

#### Meal Plans

Clients see assigned meal plans with daily meals, recipes, and macro breakdowns. Meal plans are **read-only** — clients can view recipes and ingredients but cannot edit the plan.

See the [Nutrition](/help/articles/library/nutrition) article for how to create and assign meal plans.

#### Nutrition Tracker

If the **Nutrition Tracker** toggle is enabled, clients can log their daily food intake:

- **Search** — find foods from the database by name
- **Barcode scanner** — scan packaged food barcodes to log quickly
- **Quick-log** — manually enter calories and macros
- **Daily rings** — visual macro rings show progress toward daily targets you set

The Nutrition Tracker is independent of meal plans. A client can have both a meal plan (to follow) and the tracker (to log what they actually eat).

#### Recipe Books

If you grant a client access to a Recipe Book, they can browse shared recipe collections from the Nutrition tab. See the [Recipe Books](/help/articles/on-demand/recipe-books) article for setup.

---

## Profile

The Profile tab is the client's personal hub. It contains several sections:

#### Settings

From Profile > Settings, clients can manage:

- Personal information (name, photo)
- Units (metric or imperial)
- Notification preferences
- Integrations (wearable connections)
- Password (set or change)
- Logout

#### Health data

If the client connects Apple Health (iOS) or Health Connect (Android), health data such as steps, sleep, heart rate, and energy burned syncs to HubFit automatically. In the client app, only steps are displayed. The full data set (sleep, heart rate, energy) is visible to you on the client's Wearable tab in their profile on web.

See the [Wearables](/help/articles/account/wearables) article for supported integrations and setup.

#### Check-ins

Clients submit check-in forms from their Profile. They can see a list of assigned forms, fill them out, and view their past submissions.

See the [Forms](/help/articles/library/forms) article for how to create and assign check-in forms.

#### Progress Photos

Clients can upload progress photos (front, side, back) and view a grid history of their submissions over time. You can view these photos on the client's Photos tab on web.

#### Metrics

Clients log any metrics you have assigned to them and view trend charts showing their progress over time.

See the [Metrics](/help/articles/library/metrics) article for details on available metrics.

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## Chat

Clients access messaging by tapping the chat icon. From here they can:

- Send and receive 1:1 messages with their coach
- Participate in group chats (if added)
- Send text, images, voice notes, GIFs, and files
- Receive push notifications for new messages

The **Messaging** toggle in Feature Control must be enabled for the client to see chat. See the [Messages](/help/articles/main/messages) article for details on managing conversations.

---

## Community

If you add a client to a Community group, they can access the community feed from the Dashboard or the Community section:

- **Posts** — text, images, videos, polls, and GIFs
- **Create posts** — clients can create their own posts in the community
- **React and comment** — engage with other members' posts
- **Pinned posts** — important posts pinned by the coach appear at the top of the feed

See the [Community](/help/articles/manage/community) article for how to create groups and manage members.

---

## Challenges

Active challenges appear on the client's Dashboard. Depending on the challenge type:

- **Leaderboard mode** — clients see ranked scores and compete against other participants
- **Milestone mode** — clients earn badges and track progress against milestones on a badge board
- **Sharing** — clients can share their challenge results

See the [Challenges](/help/articles/manage/challenges) article for how to create and manage challenges.

---

## Notifications

#### In-app notifications

The bell icon in the app header opens the notification center. Clients receive in-app and push notifications for activity across the app — messages, check-ins, training, community, challenges, and more.

#### Push notifications

For push notifications to work:

- The client must grant notification permission on their device (iOS or Android)
- The client can manage notification preferences from Profile > Settings

<Callout type="tip">If a client reports they are not receiving notifications, the most common cause is that device-level notification permission was denied. Ask them to check their device Settings > Notifications > HubFit.</Callout>

---

## Refreshing Content

The app refreshes data automatically when a client opens it or returns to it after a few minutes in the background. However, if a client already has the app open and you make a change on web — updating a meal plan, assigning a program, changing macro targets — they won't see it right away. The client needs to **pull down to refresh** on the relevant screen to pick up the latest changes, similar to swiping down to refresh on Instagram.

| You changed... | Client should refresh... |
|---------------|------------------------|
| Training program or workout | Training tab |
| Meal plan or macro targets | Nutrition tab |
| Habits | Habits tab |
| Check-in forms | Profile > Check-Ins |
| Metrics | Profile > Metrics |
| Notes or resources | Dashboard |
| Community posts | Community feed |

To refresh, the client swipes down from the top of the relevant tab and releases. A loading spinner appears briefly while new data is fetched.

<Callout type="info">This is the most common cause of "my client can't see the changes I made." If the client already has the app open, they need to pull down to refresh on the relevant tab. Before troubleshooting further, always ask the client to try this first.</Callout>

---

## Feature Visibility

What a client sees in the app is controlled by two mechanisms:

#### Feature Control toggles

Each client has individual toggles under **Settings > Feature Control** in their profile on web. Turning a toggle off hides that feature from the client's app entirely. Their data is preserved and reappears if you re-enable it.

#### Onboarding Flows

When you use an [Onboarding Flow](/help/articles/automations/onboarding-flow) to set up new clients, the flow can configure which features are enabled or disabled as part of the onboarding process. This is useful for standardizing the initial experience across clients.

#### Troubleshooting visibility

If a client reports a missing feature, check these two things:

| Client says... | Check... |
|---------------|----------|
| "I can't find my workouts" | **Workout** toggle is enabled AND a program is assigned |
| "I don't see the food tracker" | **Nutrition Tracker** toggle is enabled |
| "Where are my check-in forms?" | **Check Ins** toggle is enabled AND a form is assigned |
| "I can't see the chat" | **Messaging** toggle is enabled |
| "My habits are gone" | **Habits** toggle is enabled AND habits are assigned |
| "I can't upload photos" | **Progress Photos** toggle is enabled |
| "I don't see any metrics" | **Metrics** toggle is enabled |
| "The app looks empty" | Multiple toggles may be off — review Feature Control. Also confirm content (programs, plans, forms) is assigned. |

---

## Language

The client app supports 10 languages. The language setting controls the **app interface only** — buttons, menus, tabs, and navigation labels.

Supported languages: English, Spanish, Portuguese, French, Norwegian, Dutch, Turkish, Bulgarian, Czech, and Romanian.

#### How a client changes their language

The client changes the language from **Profile > Settings** in the app. Only the client can change this — coaches cannot set the language on their behalf.

#### What is and isn't translated

| Translated (app UI) | Not translated (coach content) |
|---------------------|-------------------------------|
| Tab labels and navigation | Training programs and workouts |
| Buttons and menus | Meal plans and recipes |
| System messages and prompts | Check-in forms and questions |
| Settings labels | Habit names and descriptions |
| Notification text | Notes, chat messages, and community posts |

<Callout type="info">The app translates its own interface, not your coaching content. If you coach clients in different languages, you need to create separate programs, plans, and forms in each language.</Callout>

---

## Frequently Asked Questions

**My client can't find their workouts — what should I check?**
Verify the **Workout** toggle is enabled in the client's Feature Control settings, and confirm you have assigned a training program to the client. If using Calendar mode, check that workouts are scheduled on upcoming dates.

**The barcode scanner isn't finding a food item — what can the client do?**
Not all products are in the database. The client can use the **Quick-log** option to manually enter the calories and macros instead.

**Can clients edit their meal plan?**
No. Meal plans are read-only for clients. They can view meals, recipes, and macros, but only the coach can make changes.

**Can clients message each other directly?**
Not through 1:1 chat. Clients can interact with each other in group chats (if you create one and add them) or in Community posts.

**How does a client connect a wearable device?**
From the app: Profile > Settings > Integrations. The client selects their platform (Apple Health or Health Connect) and grants permission. See the [Wearables](/help/articles/account/wearables) article for details.

**My client isn't receiving push notifications — how do I fix this?**
Ask the client to check their device settings (Settings > Notifications > HubFit) and ensure notifications are allowed. Also have them check notification preferences within the app under Profile > Settings.

**The app looks completely empty for a new client — why?**
Two possible causes: Feature Control toggles are turned off (hiding tabs), or no content has been assigned yet (no programs, plans, forms, or habits). Check both. Using an [Onboarding Flow](/help/articles/automations/onboarding-flow) automates initial setup.

**Can clients see coach-only notes?**
No. Notes marked "Only viewable by coach" are invisible to the client. Only notes without that flag appear in the client's app.

**Will changing the app language translate my training programs and meal plans?**
No. The language setting only translates the app interface (buttons, menus, navigation). Your coaching content — programs, plans, forms, habit names — stays in whatever language you wrote it in. To serve clients in another language, create the content in that language yourself.

**Can I request a new language to be added to the app?**
Adding a new language is not something we do on demand. It requires a full translation of the entire app interface, ongoing maintenance as new features ship, and quality assurance across every screen. We evaluate new languages based on overall user demand, regional growth, and available translation resources. If your language is not currently supported, your clients can still use the app in English or any of the other supported languages.

**What if a client forgets their login credentials?**
Open the client's row in the client list, click the three-dot menu, select **Client Access**, and either copy the credentials or resend the login email.

---

### Coach App

- **Category:** HubFit App
- **URL:** https://hubfit.com/help/articles/app/coach-app
- **Description:** Navigate HubFit as a coach — web dashboard, mobile companion, and where to find everything.
- **Related:** app/client-app, main/clients, main/tasks, main/messages

## Coach App Overview

HubFit has two coach surfaces. The **web app** is your full workspace where you build programs, create plans, and set up automations. The **mobile app** is a lightweight companion for communicating with clients and reviewing their progress on the go. Both share the same data in real time, so changes on one surface appear instantly on the other.

Download the app: [App Store](https://apps.apple.com/app/hubfit/id6448201245) | [Google Play](https://play.google.com/store/apps/details?id=com.hubfitapp)

---

## Logging In

There is one HubFit app for both clients and coaches. On the login screen, select the **Coach** tab and enter your coach credentials to access the coach view.

---

## App Navigation

The coach mobile app uses a 5-tab bottom bar:

| Tab | What it shows |
|-----|--------------|
| **Dashboard** | Pending check-ins, tasks due today, and quick stats |
| **Clients** | Searchable and filterable client list with access to client profiles |
| **Messages** | Full chat with 1:1 conversations, group chats, and real-time messaging |
| **Check-Ins** | Submission queue with filters to review check-ins efficiently |
| **Notifications** | Activity feed with recent events across your workspace |

#### What you can do on mobile

- Track client workouts in real time, ideal for in-person coaching sessions
- Review and respond to check-in submissions
- Message clients (1:1 and group chats)
- View client profiles and key data (training, nutrition, photos, metrics)
- Create, complete, and manage tasks
- Post in community groups
- View challenges
- View notification history

#### What requires the web app

Creating and editing content (programs, workouts, meal plans, forms, habits), managing automations (Onboarding Flows, Autoflow, Zapier), and workspace administration (billing, branding, teams, communities, challenges) all require the web app.

---

## Daily Workflow

A typical daily workflow on the coach mobile app:

<Step number={1}>Open the **Dashboard** tab to see pending check-ins and tasks due today</Step>

<Step number={2}>Tap into the **Check-Ins** tab to review new submissions. Use filters to prioritize.</Step>

<Step number={3}>Switch to **Messages** to respond to client questions and send updates</Step>

<Step number={4}>Check your **Tasks** and mark completed items as done</Step>

#### Reviewing a check-in on mobile

<Step number={1}>Open the **Check-Ins** tab from the bottom bar</Step>

<Step number={2}>Tap a submission from the queue</Step>

<Step number={3}>Review and respond directly from the submission view</Step>

See the [Forms](/help/articles/library/forms) article for details on creating forms and managing submissions.

---

## Notifications

The mobile app sends push notifications for activity across your workspace, including messages, check-in submissions, community activity, and more. You do not need to have the web app open to receive them.

To configure which notifications you receive, go to **Settings > Notifications** in the mobile app.

---

## Switching Workspaces

If you are a member of multiple workspaces, tap your **profile avatar** in the top corner of the app and select the workspace you want to switch to.

See the [Teams](/help/articles/manage/teams) article for details on roles and permissions.

---

## Frequently Asked Questions

**Can I do everything on the mobile app?**
No. The mobile app is a companion for reviewing check-ins, messaging clients, managing tasks, and staying updated. Creating and editing programs, plans, forms, automations, and managing billing all require the web app.

**Do I need the web app open to get notifications on mobile?**
No. The mobile app sends push notifications independently. You will receive notifications even if the web app is closed.

**A team member can't see any clients — what's wrong?**
They likely have the **Standard** role, which only shows clients explicitly assigned to them. Either assign clients to that team member, or upgrade their role to Admin. See the [Teams](/help/articles/manage/teams) article.

**Where can I see a client's wearable data?**
Open the client's profile on web and go to the **Wearable** tab. This shows synced health data from Apple Health or Health Connect. See the [Wearables](/help/articles/account/wearables) article for details.

**Can I review check-ins on mobile?**
Yes. The **Check-Ins** tab on the mobile app gives you a filterable queue of all submissions. You can review and respond to check-ins directly from mobile.

**Is data synced in real time between web and mobile?**
Yes. Any action you take on one surface (web or mobile) is reflected on the other in real time.

**Can clients see which device I'm using?**
No. Clients have no way to tell whether you are responding from the web app or the mobile app.

---

### Clients

- **Category:** Workspace
- **URL:** https://hubfit.com/help/articles/main/clients
- **Description:** Add, invite, and manage the clients you coach in HubFit.
- **Related:** manage/packages, automations/onboarding-flow, manage/teams

## Clients Overview

The Clients page is your central hub for managing every person you coach. From here you can add new clients, view their profiles, organize them with tags, and take bulk actions.

Your client list displays each active client's name, tags, last check-in, last active time, coaching duration, and assigned team member. Use the search bar to find clients by name or email, or open the filters popover to sort, group by tag, filter by assigned coach, and toggle between Active and Archived views.

---

## Adding a Single Client

<Step number={1}>Navigate to the **Clients** page</Step>

<Step number={2}>Click **Add Client** in the top-right corner</Step>

<Step number={3}>Enter the client's **Name** and **Email** (both required)</Step>

<Step number={4}>Optionally select one or more **Client Tags** from the dropdown to categorize the client immediately</Step>

<Step number={5}>Optionally choose an **Onboarding Flow** to run automatically when the client is created</Step>

<Step number={6}>Optionally check **Set client start and end date** and pick a Start Date and End Date to track the coaching duration</Step>

<Step number={7}>Optionally check **Email client the login instructions** to send the client their username and unique code right away (you can do this later)</Step>

<Step number={8}>Click **Add Client**</Step>

After the client is created you will see a success screen with two options:

- **Setup profile**: Jump straight to the client's profile to configure training, nutrition, check-ins, and more
- **Add another client**: Reset the form and add the next client

<Callout type="info">Each client is automatically assigned a unique **username** and a 4-digit **code**. Together these are the client's login credentials for the HubFit app.</Callout>

<Callout type="tip">You can also select an Onboarding Flow when adding a client. The flow automatically assigns check-in forms, training programs, nutrition plans, tags, and more in one step. See the [Onboarding Flow](/help/articles/automations/onboarding-flow) article for details.</Callout>

---

## Adding Multiple Clients

You can add up to 50 clients in a single batch, either manually or by importing a CSV file.

#### Manual entry

<Step number={1}>Click **Add Client**, then click **Add multiple clients** in the top-right of the modal</Step>

<Step number={2}>Enter a **Name** and **Email** for each client. Click **Add** to insert more rows.</Step>

<Step number={3}>Click **Next** when your list is ready</Step>

<Step number={4}>On the Setup Actions step, optionally select **Client Tags**, an **Onboarding Flow**, a **Start/End Date**, and whether to email login instructions</Step>

<Step number={5}>Click **Add N clients** to start the batch process</Step>

#### CSV import

<Step number={1}>In the Add Multiple Clients view, click **Add Clients by .CSV file**</Step>

<Step number={2}>Select a CSV file with two columns: **Name** and **Email** (one client per row)</Step>

<Step number={3}>The file is parsed and the rows populate the client list automatically (up to 50 rows)</Step>

<Step number={4}>Continue with the same Setup Actions step as manual entry</Step>

<Callout type="tip">Click **CSV import guide** in the modal for an example of the expected file format. You can also download a sample CSV directly from the modal.</Callout>

---

## Client Invitation Flow

When you add a client, HubFit generates a unique **username** and **code** for them. Your client uses these credentials to log in to the HubFit mobile app or web portal. This makes onboarding easier because they don't have to sign up themselves, you create their account and share the credentials.

There are three ways to share access with a client:

#### 1. Email on creation

Check the **Email client the login instructions** checkbox when adding the client. HubFit sends an email with the username, code, and a direct login link.

#### 2. Email later

<Step number={1}>Open the client's row in the client list and click the **three-dot menu**</Step>

<Step number={2}>Select **Client Access**</Step>

<Step number={3}>The Client Access modal shows the client's **Username** and **Unique Code** with copy buttons</Step>

<Step number={4}>Click **Email Client Details** to send the login credentials email</Step>

#### 3. Share manually

Open the Client Access modal (from the three-dot menu or the key icon on the client's profile page), copy the username and code, and share them directly via your preferred channel.

<Callout type="warning">The unique code is sensitive. Treat it like a password and only share it through a secure channel.</Callout>

---

## How Clients Log In

Clients log in using the **username** and **unique code** you provided. They enter these credentials on the HubFit app or the web login page and tap **Login**. If a client has trouble logging in, you can find their credentials by clicking the **three-dot menu** on their row in the client list and selecting **Client Access**. From there you can copy the username and code, or resend the login email.

---

## Editing a Client

<Step number={1}>On the Clients page, click the **three-dot menu** on the client's row</Step>

<Step number={2}>Select **Edit**</Step>

<Step number={3}>Update the client's **Name**, **Email**, **Tags**, or **Start/End Date**</Step>

<Step number={4}>Click **Update Client**</Step>

<Callout type="info">You can also edit tags and duration directly from the client's Overview tab. Click the **+** button next to Tags to assign or unassign tags, or click the duration badge (or "Set Duration") to update dates.</Callout>

---

## Client Notes

Notes let you record observations, reminders, or coaching instructions for a specific client.

<Step number={1}>Open the client's **Overview** tab</Step>

<Step number={2}>Click **Add Note** in the Notes panel</Step>

<Step number={3}>Enter a **Title** and the note **Text**</Step>

<Step number={4}>Optionally check **Only viewable by coach** to hide the note from the client</Step>

<Step number={5}>Click **Add Note**</Step>

When you mark a note as "Only viewable by coach," the client will not see it in their app. Use this for internal observations, compliance flags, or coaching strategy notes.

- Click any note to edit its title, text, or visibility
- Delete a note from the edit view
- Notes are sorted by date, newest first

---

## Client Feature Control

You can enable or disable individual features for each client from their profile under **Settings > Feature Control**. This controls what the client sees in their app.

Available feature toggles:

| Feature | Description |
|---------|------------|
| **Check Ins** | Check-in form submissions |
| **Workout** | Training programs and workout tracking |
| **Workout Logger** | Ability to log sets and reps during workouts |
| **Nutrition** | Meal plans and nutrition page |
| **Nutrition Tracker** | In-app food logging |
| **Metrics** | Body measurements |
| **Messaging** | In-app chat |
| **Vault** | Shared files and resources |
| **Progress Photos** | Photo uploads |
| **Habits** | Habit tracking |

<Callout type="tip">Disabling a feature hides it from the client's app entirely. Their data is preserved and will reappear if you re-enable the feature.</Callout>

---

## Client Tags

Tags let you categorize and filter your clients. Common uses include grouping by program type, coaching tier, goal, or status.

#### Creating a tag

<Step number={1}>On the Clients page, click the **Tag** button (tag icon) in the toolbar</Step>

<Step number={2}>The **Tag Manager** modal opens, showing all existing tags</Step>

<Step number={3}>Click **New Tag**</Step>

<Step number={4}>Enter a tag name</Step>

<Step number={5}>Choose a color by hovering over the tag icon and selecting from the palette</Step>

<Step number={6}>Click the checkmark to save</Step>

#### Editing a tag

<Step number={1}>Open the **Tag Manager**</Step>

<Step number={2}>Click the three-dot menu on any tag and select **Edit**</Step>

<Step number={3}>Update the name or color</Step>

<Step number={4}>Click the checkmark to save</Step>

#### Deleting a tag

<Step number={1}>Open the **Tag Manager**</Step>

<Step number={2}>Click the three-dot menu on a tag and select **Delete**</Step>

<Callout type="warning">Deleting a tag removes it from all clients that have it assigned. This cannot be undone.</Callout>

#### Assigning tags to a client

There are several ways to assign tags:

- **When adding a client**: Select tags in the Add Client modal
- **When editing a client**: Update tags in the Edit Client modal
- **From the Overview tab**: Click the **+** button next to Tags in Client Details and check/uncheck tags
- **Bulk action**: Select multiple clients using checkboxes, click **Action > Assign Tags**, choose tags, and apply

---

## Bulk Actions

Select multiple clients using the checkboxes on the left side of the table. Once selected, the **Action** dropdown lets you assign a coach, assign tags, send access emails, archive, unarchive, or delete clients in bulk.

---

## Archiving and Unarchiving Clients

Archiving removes a client from your active count and revokes their app access. Their data is preserved.

#### What happens when you archive

- The client loses access to the HubFit app immediately
- They are removed from all community groups
- Their chat channels are archived
- Active subscriptions are cancelled
- Tags, resource collection access, recipe book access, and workout studio access are revoked
- Unprocessed autoflow events are deleted
- Your active client count decreases by one

#### How to archive

<Step number={1}>Click the three-dot menu on a client's row (or go to Settings > Danger in their profile)</Step>

<Step number={2}>Select **Archive**</Step>

<Step number={3}>Confirm the action</Step>

#### How to unarchive

<Step number={1}>On the Clients page, open the filters popover and switch **Status** to **Archived**</Step>

<Step number={2}>Click the three-dot menu on the client</Step>

<Step number={3}>Select **Unarchive**</Step>

The client regains access to the app and counts toward your active client limit again.

<Callout type="info">Unarchiving requires that you have room on your current plan. If you have reached your plan's client limit, you will need to upgrade before unarchiving.</Callout>

---

## Deleting a Client

Deleting a client is permanent. It performs all the same cleanup as archiving and the client is removed from your workspace.

<Step number={1}>Click the three-dot menu on a client's row (or go to Settings > Danger in their profile)</Step>

<Step number={2}>Select **Delete**</Step>

<Step number={3}>Type **delete** in the confirmation field</Step>

<Step number={4}>Click **Delete Client**</Step>

<Callout type="warning">Deletion cannot be undone. The client's access, subscriptions, community memberships, resource access, and tags are all permanently removed. Only workspace owners can delete clients.</Callout>

---

## Assigning Team Members

If you have team members in your workspace, you can assign them to specific clients.

<Step number={1}>Click the three-dot menu on a client's row</Step>

<Step number={2}>Select **Assign Coach**</Step>

<Step number={3}>Choose a team member from the dropdown</Step>

<Step number={4}>Click **Assign**</Step>

Alternatively, use bulk actions to assign a coach to multiple clients at once.

<Callout type="info">Team members who are not Owners or Admins will only see clients assigned to them. Owners and Admins see all clients in the workspace.</Callout>

---

## Client Duration

You can set a start and end date for each client to track their coaching period. Set the duration when adding a client (check "Set client start and end date") or later by clicking the duration badge on the client's Overview tab.

The duration appears as a color-coded badge in the client list and on the client's Overview, showing where the client is in their coaching period.

<Callout type="info">The duration badge is purely visual. It does not automatically archive, remove, or restrict the client's access when the end date passes. You remain in full control of managing the client's status.</Callout>

---

## Frequently Asked Questions

**How do clients log in?**
Clients use the unique username and code generated when you add them. You can share these via the automated email or manually from the Client Access modal.

**What happens when I archive a client?**
The client loses app access immediately, is removed from communities, has subscriptions cancelled, and no longer counts toward your active client limit. Their data is preserved and can be restored by unarchiving.

**Can I restore a deleted client?**
No. Deletion is permanent. If you want to preserve a client's data while removing access, use Archive instead.

**Do archived clients count toward my plan limit?**
No. Only active clients count toward your plan's client limit.

**Can clients change their own login credentials?**
No. The username and code are generated by HubFit and managed by you. If a client needs new credentials, you can regenerate them from the Client Access modal.

**What does the duration badge do when it expires?**
Nothing. The badge is purely visual. It does not archive, restrict, or remove the client automatically. You remain in full control.

**My client's account says it already exists when I try to add them. What should I do?**
First, refresh your browser to make sure a client with that email wasn't already added in another tab. If the issue persists, you likely have an archived client with the same email. Switch to the Archived view using the filters popover and either unarchive or delete that client before adding them again.

**How can I preview what my client sees?**
Open the client's profile and click the access key icon to view their login credentials. Use those credentials to log into the HubFit app on the Client tab and see exactly what your client sees.

---

### Tasks

- **Category:** Workspace
- **URL:** https://hubfit.com/help/articles/main/tasks
- **Description:** Track to-dos for yourself and assign tasks to your team members.
- **Related:** main/clients, manage/teams

## Tasks Overview

Tasks let coaches track personal to-dos, assign work to team members, and stay on top of deadlines. Every task lives inside your workspace: workspace owners and admins see all tasks, while standard team members only see tasks assigned to them.

Your task list is organized into three groups:

- **Upcoming**: Open tasks that have a due date, sorted by deadline
- **No due date**: Open tasks without a due date
- **Completed**: Tasks that have been marked as done

<Callout type="info">Tasks are a coach-side feature. Clients do not see or interact with tasks. Use tasks to manage your own workflow, things like "Review Sarah's check-in", "Update John's meal plan", or "Send onboarding email to new client".</Callout>

---

## Creating a Task

#### On web

<Step number={1}>Navigate to the **Tasks** page from the sidebar</Step>

<Step number={2}>Click the **Add Task** button in the top-right corner</Step>

<Step number={3}>Enter a task title in the **Task** field (required)</Step>

<Step number={4}>Optionally assign the task to a team member using the **Assign To** dropdown</Step>

<Step number={5}>Optionally set a **Due Date** using the date picker</Step>

<Step number={6}>Click **Add Task** to save</Step>

#### On mobile

<Step number={1}>Navigate to the **Tasks** screen from the Dashboard</Step>

<Step number={2}>Tap the **+** icon in the top-right corner</Step>

<Step number={3}>Enter a task title, optionally assign a coach and set a due date</Step>

<Step number={4}>Tap **Add** to save</Step>

---

## Completing a Task

Click or tap the circle icon next to a task to mark it as complete. The task moves to the Completed group. To undo, click or tap the icon again.

You can also complete or undo tasks from the edit modal (web) or edit sheet (mobile).

---

## Editing a Task

Click any task row on web (or tap a task card on mobile) to open the editor. Update the title, assigned coach, or due date and save.

---

## Deleting a Task

Open a task and click **Delete** at the bottom of the modal (web) or sheet (mobile).

<Callout type="warning">Deleting a task is permanent and cannot be undone. If you want to keep a record of the task, consider marking it as complete instead.</Callout>

---

## Assigning Tasks to Team Members

If your workspace has team members, you can assign tasks to any accepted member when creating or editing a task.

#### How assignment affects visibility

| Workspace Role | What they see |
|----------------|---------------|
| **Owner / Admin** | All tasks in the workspace |
| **Standard member** | Only tasks assigned to them |

<Callout type="info">When a team member is removed from your workspace, their tasks are automatically unassigned but not deleted. They can be reassigned to another member.</Callout>

---

## Frequently Asked Questions

**Can clients see tasks?**
No. Tasks are a coach-side feature only. Clients do not see tasks in the app.

**Is there a limit on how many tasks I can create?**
No.

**Can I assign a task to a client?**
No. Tasks are for coach-side workflow. If you want to assign actions to a client, use habits or check-in forms instead.

**Can I set recurring tasks?**
Not currently. Each task is a one-time item.

**Do tasks send notifications to assigned team members?**
No. Team members see their assigned tasks when they open the Tasks page.

**What happens to tasks when a team member is removed?**
All tasks assigned to the removed member are automatically unassigned. They remain in the workspace and can be reassigned.

---

### Messages

- **Category:** Workspace
- **URL:** https://hubfit.com/help/articles/main/messages
- **Description:** Chat with clients, send updates, and manage all your conversations.
- **Related:** main/clients, manage/community

## Messages Overview

HubFit Messages is a real-time messaging system and your central hub for all client and team communication. From here you can:

- Start and manage 1:1 conversations with any active client
- Create group chats with clients and team members
- Broadcast a single message to multiple clients at once
- Send text, images, videos, files, voice notes, GIFs, and polls
- Pin important messages for easy reference
- See real-time online status, typing indicators, and read receipts

Your Messages page has two panels:

- **Channel List** (left): All your conversations, sorted by most recent activity. Unread conversations are highlighted and show an unread count badge.
- **Conversation View** (right): The active conversation with its message history, input bar, and channel header.

You can also jump straight into a conversation from a client's profile. On web, click the **chat icon** in the client profile header to open Messages with that client's conversation active. On mobile, tap the **chat icon** in the top-right corner of the client screen to open the conversation directly.


---

## Starting a 1:1 Conversation

Every active client has a dedicated 1:1 chat channel. When you start a conversation with a client, HubFit creates (or reopens) a private channel between you and that client.

<Step number={1}>Navigate to the **Messages** page</Step>

<Step number={2}>Click the **New** button at the top of the channel list</Step>

<Step number={3}>Select **Start Chat** from the dropdown</Step>

<Step number={4}>The Start Chat modal opens. Search for a client by name or email, then click their name to start the conversation.</Step>

<Step number={5}>The new conversation opens immediately and you can begin typing your message</Step>

---

## Creating a Group Chat

Group chats let you communicate with multiple clients and team members in a single channel. Use them for accountability groups, coaching cohorts, or team coordination.

<Step number={1}>Navigate to the **Messages** page</Step>

<Step number={2}>Click the **New** button at the top of the channel list</Step>

<Step number={3}>Select **Group Chat** from the dropdown</Step>

<Step number={4}>Enter a **Group Name** for the chat</Step>

<Step number={5}>Optionally upload a **cover photo** by clicking the upload circle</Step>

<Step number={6}>Select participants from the list, you can add both clients and team members. Use the search bar to find specific people, or use **Select all** / **Deselect all** to manage your selection.</Step>

<Step number={7}>Click **Create Group** to create the chat. The number of selected participants is shown on the button.</Step>

<Callout type="info">Only workspace owners can create, edit, and delete group chats.</Callout>

#### Managing group members

After creating a group, you can add or remove participants at any time.

<Step number={1}>Open the group conversation</Step>

<Step number={2}>Click the **Members** button (people icon) in the conversation header</Step>

<Step number={3}>The Manage Group Members modal shows two panels: **available participants** on the left and **current members** on the right. Click a name on the left to add them. Click the trash icon on the right to remove them. The group owner is marked with a crown icon and cannot be removed.</Step>

#### Updating group settings

<Step number={1}>Open the group conversation</Step>

<Step number={2}>Click the **Info** button (info icon) in the conversation header</Step>

<Step number={3}>Update the **Group Name** or upload a new **cover photo**</Step>

<Step number={4}>Click **Update Group** to save your changes</Step>

#### Deleting a group chat

<Step number={1}>Open the group conversation and click the **Info** button</Step>

<Step number={2}>Click **Delete Group** at the bottom of the modal</Step>

<Step number={3}>Confirm the deletion. This permanently removes the group and all its messages.</Step>

<Callout type="warning">Deleting a group chat is irreversible. All messages and media in the group will be permanently deleted.</Callout>

---

## Sending Broadcast Messages

Broadcast messages let you send the same message to multiple clients at once. Each client receives the message in their individual 1:1 conversation with you, they do not see that it was sent to others.

<Step number={1}>Navigate to the **Messages** page</Step>

<Step number={2}>Click the **New** button at the top of the channel list</Step>

<Step number={3}>Select **Broadcast** from the dropdown</Step>

<Step number={4}>Type your message in the text area</Step>

<Step number={5}>Select the clients who should receive the message. Use the search bar and client filters to find specific clients. Use **Select all** / **Deselect all** to manage your selection.</Step>

<Step number={6}>Review the recipient count at the bottom, then click **Send Message**</Step>

<Step number={7}>A confirmation toast appears showing how many clients received the message</Step>

<Callout type="tip">Use broadcast messages for weekly check-in reminders, motivational messages, holiday schedule changes, or any announcement you want to send to a group of clients without creating a group chat.</Callout>

---

## Sending Messages and Attachments

The message input bar supports a range of content types. Here is what you can send in any conversation:

| Content Type | Description |
|---|---|
| Text | Plain text messages with formatting and emoji support |
| Images | Photos and screenshots from your device or gallery |
| Videos | Short video clips for demos, technique reviews, or quick updates |
| Files | Documents like PDFs, spreadsheets, and program exports |
| Voice Notes | Recorded audio messages — great for form cues or quick context |
| GIFs | Animated GIFs from the built-in GIPHY picker |
| Polls | Quick polls to collect votes from group chat members (group chats only) |

---

## Message Actions

Long-press (mobile) or hover (web) over any message to access message actions:

| Action | Description |
|---|---|
| Reply | Reply directly to a specific message so the original is shown for context |
| Mark as Unread | Flag the conversation as unread so you remember to come back to it |
| Copy Message | Copy the message text to your clipboard |
| Pin to Conversation | Pin the message to the top of the conversation for quick reference |

You can also react to any message with an emoji. The reaction picker is shown alongside the message actions.

#### Pinned messages

Pinned messages are highlighted at the top of the conversation. Use them to keep important information visible.

<Step number={1}>Long-press or hover a message and select **Pin to Conversation**</Step>

<Step number={2}>The pinned message appears in a banner at the top of the conversation. Click the banner to jump to the pinned message.</Step>

<Step number={3}>Click the **Pin** icon in the banner to view all pinned messages. Click any pinned message to jump to it in the conversation.</Step>

---

## Opening Client Profiles from Chat

You can quickly navigate to a client's full profile from any 1:1 conversation.

<Step number={1}>Open a 1:1 conversation with a client</Step>

<Step number={2}>Click the **arrow** icon in the conversation header to open the client's profile in a new view</Step>

This is useful when you need to jump from a conversation into the client's profile to review their training, nutrition, or check-in data.

---

## Channel List Features

The channel list shows all your active conversations with several helpful indicators:

| Indicator | Meaning |
|---|---|
| **Unread badge** | A numbered badge showing unread messages in that conversation |
| **Blue highlight** | The conversation has unread messages |
| **Green dot** | The client or member is currently online |
| **Typing...** | The other person is currently typing a message |
| **Double checkmark (blue)** | Your last message has been read |
| **Double checkmark (grey)** | Your last message has been delivered but not read |
| **Timestamp** | Relative time since the last message (e.g. "5 min ago") |
| **Message preview** | A preview of the last message in the conversation |

Use the search bar at the top of the channel list to find conversations by client name, email, or group chat name.

---

## Chat Notifications

HubFit sends push notifications for new messages on both iOS and Android. Notifications rely on the client granting HubFit notification permission and keeping notifications enabled for the HubFit app in their device settings.

<Callout type="tip">If a client reports not receiving message notifications, ask them to confirm that HubFit has notification permission and that notifications are enabled for the HubFit app in their device settings (iOS Settings > Notifications > HubFit, or Android Settings > Apps > HubFit > Notifications).</Callout>

---

## Archived Client Conversations

When you archive a client, their messaging channels are handled automatically:

- **1:1 channels** are hidden from the channel list.
- **Group channels**: the archived client is removed from all group chats they were part of.

When you unarchive a client, their 1:1 channel is restored and appears in the channel list again.

<Callout type="info">Archiving a client does not delete their message history. When the client is unarchived, the full conversation is restored.</Callout>

---

## Team Member Access

If you have team members on your workspace, their chat access follows these rules:

| Role | Access |
|---|---|
| **Workspace Owner** | Full access to all client conversations. Can create group chats, broadcast messages, and manage group settings. |
| **Team Member (Admin)** | Can message any client in the workspace. |
| **Team Member (Standard)** | Can only message clients assigned to them. Broadcast messages are limited to assigned clients only. Cannot create, edit, or delete group chats. |

<Callout type="info">When a team member starts a conversation with a client, that conversation is private between them, the workspace owner cannot view it. If you need visibility, create a group chat that includes the team member, the client, and yourself.</Callout>

<Callout type="tip">When a client opens Messages in the app for the first time and has no existing conversations, their message is sent to the workspace owner by default.</Callout>

When a team member is removed from the workspace, they are automatically removed from all chat channels in that workspace.

---

## Automated Messages

HubFit can send chat messages automatically through two systems:

#### Autoflow messages

Autoflow events can trigger automated chat messages to clients. These messages are sent from the workspace owner's account and appear in the client's 1:1 conversation as if the owner sent them personally.

<Callout type="info">Autoflow messages are configured in the Autoflow section. See the [Autoflow](/help/articles/automations/autoflow) article for available message triggers and how to set them up.</Callout>

#### Zapier integration

The Zapier integration can also send chat messages to clients. Like autoflow messages, these appear in the client's 1:1 conversation as messages from the workspace owner.

---

## Frequently Asked Questions

**How do I message a specific client?**
Open the client's profile and tap the chat icon, or go to Messages and find their conversation in the channel list.

**Can I send a message to multiple clients at once?**
Yes. Use the Broadcast Message feature to send the same message to multiple clients. Each client receives it in their own 1:1 conversation.

**Can my team members see my conversations with clients?**
No. A team member's conversation with a client is private. If you need visibility, create a group chat that includes you, the team member, and the client.

**Who does a client message when they open chat for the first time?**
If a client has no existing conversations, their first message goes to the workspace owner by default.

**Why is a client not receiving message notifications?**
Ask the client to confirm that HubFit has notification permission and that notifications are enabled for the HubFit app in their device settings.

**Can I delete a conversation?**
You can delete individual messages, but conversations themselves cannot be deleted. Archiving a client hides the conversation from your channel list.

**Can I send automated messages?**
Yes. Use Autoflow to trigger messages based on events, or use the Zapier integration to send messages from external workflows. Both appear as messages from the workspace owner.

---

### Packages

- **Category:** Business
- **URL:** https://hubfit.com/help/articles/manage/packages
- **Description:** Build coaching packages, set pricing, and let clients sign up online.
- **Related:** account/settings-and-billing, automations/onboarding-flow, main/clients

## Packages Overview

Packages let you sell your coaching services online. Create one-time or subscription-based packages, set your price, connect Stripe to collect payments, and share a branded pricing page with prospective and existing clients. The Packages page has two tabs:

- **Packages**: Create and manage your coaching packages
- **Coupons**: Create discount codes clients can apply at checkout

From the Packages tab you can:

- Create new packages with flexible pricing (one-time, weekly, monthly)
- Set free trials and initial fees
- Attach an onboarding flow to automate client setup on purchase
- List benefits that appear on your public pricing page
- Toggle packages as active or hidden
- Copy a shareable link to any individual package or your full pricing page
- Preview your public pricing page
- Open your Stripe dashboard directly from HubFit

---

## Connecting Stripe

Before you can accept payments, you need to connect a Stripe account. HubFit uses Stripe Connect, which means payments go directly to your Stripe account - HubFit never holds your funds.

<Callout type="warning">HubFit creates a **new Stripe Connect account** for you. You cannot connect an existing Stripe account. This is because HubFit deeply integrates with Stripe to manage customers, packages, prices, coupons, and subscriptions on your behalf. The new Connect account is dedicated to your HubFit workspace.</Callout>

<Step number={1}>Navigate to the **Packages** page</Step>

<Step number={2}>Click **Connect to Stripe** at the bottom of the page</Step>

<Step number={3}>You will be redirected to Stripe to create your Connect account</Step>

<Step number={4}>Complete the Stripe onboarding steps (business details, bank account, identity verification)</Step>

<Step number={5}>Once complete, you are redirected back to HubFit. Any packages you created before connecting will automatically sync to Stripe.</Step>

<Callout type="tip">You can create packages before connecting Stripe. They will be synced the moment your Stripe account is active. However, clients cannot purchase until Stripe is fully set up and charges are enabled.</Callout>

The Connect to Stripe button shows different states depending on your setup progress:

| State | Button Text | What to Do |
|-------|-------------|------------|
| No Stripe account | Connect to Stripe | Click to start Stripe onboarding |
| Partially set up | Continue Stripe Setup | Click to finish your Stripe onboarding |
| Charges not enabled | View Stripe Account | Check your Stripe dashboard for issues |
| Fully connected | *(button hidden)* | You are ready to accept payments |

Once connected, you can open your Stripe dashboard at any time by clicking the **Stripe** button in the Packages page header.

#### Troubleshooting: "Account not found" or "Failed to connect" error

If you click **Continue Stripe Setup** or **Stripe** and see an error like "account not found" or "failed to connect", this is because you are logged into a different Stripe account in your browser.

HubFit creates a separate Stripe Connect account for your workspace. If you already have a personal or business Stripe account, your browser may default to that account instead.

To fix this:

<Step number={1}>Open the Stripe dashboard at **dashboard.stripe.com**</Step>

<Step number={2}>Look at the **top-left corner** of the Stripe dashboard - you will see your account name with a dropdown arrow</Step>

<Step number={3}>Click the dropdown to see all Stripe accounts linked to your email</Step>

<Step number={4}>Switch to your HubFit Connect account (it may appear as your business name or "HubFit" followed by your workspace name)</Step>

<Callout type="tip">If you are unsure which account is your HubFit Connect account, try logging out of Stripe completely, then click the **Stripe** button from HubFit again and log in. You will be directed to the correct Connect account.</Callout>

---

## Creating a Package

The package creation flow walks you through three steps: Setup, Automations, and Benefits.

#### Step 1: Setup

<Step number={1}>Navigate to the **Packages** page</Step>

<Step number={2}>Click **Add Package**</Step>

<Step number={3}>Enter a **Package Name** (e.g. "90 Day Program")</Step>

<Step number={4}>Enter a **Package Description** (e.g. "Get in the best shape of your life in 90 days")</Step>

<Step number={5}>Select a **Currency** from the dropdown</Step>

<Step number={6}>Select a **Type of plan**: One-Time, Weekly, or Monthly</Step>

<Step number={7}>If you selected Weekly or Monthly, choose a **Duration** from the dropdown (1-12 weeks/months, or "Until Cancelled" for ongoing subscriptions)</Step>

<Step number={8}>Enter the **Price** per billing interval</Step>

<Step number={9}>Optionally configure: **Include free trial**, **Include initial fee**, and **Give clients instant access upon purchase** (see sections below)</Step>

<Step number={10}>Click **Next**</Step>

The bottom of the Setup step shows a **Total payout** (for fixed-duration plans) or **Recurring payment** (for until-cancelled plans), so you can verify the math before proceeding.

#### Step 2: Automations

<Step number={11}>Select an **Onboarding Flow** to automate the client setup when someone purchases this package. This is optional, if you skip it, new clients will be created without any automated assignments.</Step>

<Step number={12}>Click **Next**</Step>

<Callout type="tip">Onboarding flows automate the setup for new clients - assigning workout programs, nutrition plans, forms, habits, metrics, communities, resources, and more. Set these up under **Automations > Onboarding Flows** before creating your package. See the [Onboarding Flow](/help/articles/automations/onboarding-flow) article for the full list of what can be assigned.</Callout>

#### Step 3: Benefits

<Step number={13}>Add benefits that will be displayed on your public pricing page (e.g. "Personalized training program", "Weekly check-ins", "24/7 chat support")</Step>

<Step number={14}>Click **Add another benefit** to add more items. Press Enter for quick entry.</Step>

<Step number={15}>Click **Add Package** to save</Step>

Your new package appears in the Packages table and is immediately available on your public pricing page (if active and visible).

---

## Package Configuration Reference

#### Supported Currencies

| Currency | Code | Symbol |
|----------|------|--------|
| US Dollar | USD | $ |
| British Pound | GBP | &pound; |
| Euro | EUR | &euro; |
| UAE Dirham | AED | د.إ |
| Australian Dollar | AUD | $ |
| Canadian Dollar | CAD | $ |
| New Zealand Dollar | NZD | $ |
| Norwegian Krone | NOK | kr |
| Swiss Franc | CHF | fr |

#### Billing Intervals

| Type | Behavior |
|------|----------|
| **One-Time** | Client is charged once. No recurring billing. |
| **Weekly** | Client is charged every week for the selected duration, or until cancelled. |
| **Monthly** | Client is charged every month for the selected duration, or until cancelled. |

#### Duration Options

For Weekly and Monthly plans, you can set a fixed duration (1-12 weeks or 1-12 months) or select **Until Cancelled** for an open-ended subscription.

- **Fixed duration**: The subscription auto-cancels at the end of the set period. Both the client and coach receive an email when the subscription ends.
- **Until Cancelled**: The subscription renews indefinitely until the client cancels through the Stripe billing portal.

#### Free Trials

Free trials delay the first charge by a set number of days. Available options: **3 days**, **7 days**, **14 days**, or **30 days**.

<Callout type="warning">Free trials are only available on subscription plans (Weekly or Monthly). They cannot be used with one-time payments. Free trials and initial fees are mutually exclusive, you can enable one or the other, not both.</Callout>

When a trial is active, the public pricing card shows a badge (e.g. "7-day trial") so clients know what to expect.

#### Initial Fee

An initial fee is a one-time upfront charge added on top of the first billing cycle. For example, if you have a monthly subscription at $50/month with a $100 initial fee, the client pays $150 for the first month and $50/month thereafter.

- The initial fee appears as a separate line item on the Stripe checkout page.
- Initial fees cannot be combined with free trials.

#### Instant Access

When **Give clients instant access upon purchase** is enabled, the client automatically receives login credentials via email immediately after purchase. If disabled, the coach is notified and must manually onboard the client.

---

## Editing a Package

<Step number={1}>Navigate to the **Packages** page</Step>

<Step number={2}>Click on the package row in the table, or click the menu icon and select **Edit**</Step>

<Step number={3}>Update any fields across the three steps (Setup, Automations, Benefits)</Step>

<Step number={4}>Click **Update** to save your changes</Step>

<Callout type="info">If you change the price, currency, or interval on a package that is already synced to Stripe, HubFit creates a new Stripe price and updates the package automatically. Existing subscriptions are not affected, only new purchases use the updated price.</Callout>

---

## Managing Package Visibility and Status

Each package has two toggles in the table:

- **Active**: Controls whether clients can purchase the package. Inactive packages show as "Unavailable" on your pricing page.
- **Visible**: Controls whether the package appears on your public pricing page at all. Hidden packages are not shown to clients but can still be shared via a direct link.

You can toggle these directly from the package table without opening the editor.


<Callout type="tip">Use the Visible toggle to prepare packages in advance. Create your package, set it to hidden, and flip it to visible when you are ready to launch.</Callout>

---

## Deleting a Package

<Step number={1}>Click the menu icon on the package row</Step>

<Step number={2}>Select **Delete**</Step>

<Step number={3}>Confirm the deletion in the dialog</Step>

<Callout type="warning">Deleting a package is permanent. Existing subscriptions on the deleted package continue in Stripe until they expire or are cancelled, but the package is removed from HubFit and your pricing page.</Callout>

---

## Your Public Pricing Page

HubFit generates a public pricing page that displays all your active and visible packages. This page is branded with your logo and brand color.

There are two types of public pages:

#### All Packages Page

Shows every visible package as a card grid. Access it at:

`https://app.hubfit.io/plans/{your-unique-id}`

#### Single Package Page

Shows one specific package in a focused layout. Access it at:

`https://app.hubfit.io/plan/{package-id}`

You can access both from the Packages page:

- **Packages Page** button in the header opens your all-packages page
- **Preview** on any package row opens the single package page
- **Copy Link** copies the single package URL to your clipboard

<Callout type="tip">Share single package links on social media, in emails, or on your website to send clients directly to a specific offering. Use the all-packages link if you want clients to compare options.</Callout>

---

## What Each Pricing Card Shows

The public-facing pricing card displays the following to potential clients:

- **Package name**
- **Price** with currency symbol and billing interval (e.g. "$50 USD /month")
- **Duration label** (e.g. "3-Month Subscription", "Recurring Subscription", or "One time")
- **Trial badge** if a free trial is configured (e.g. "7-day trial")
- **Initial fee** if set (e.g. "+ Initial fee: $100")
- **Benefits list** with checkmarks
- **Description** (truncated with a "Show more" toggle for longer text)
- **Purchase button** ("Continue" for paid packages, "Try for free" for free packages, or "Unavailable" if inactive)

---

## Creating Coupons

Coupons let you offer discounts to clients at checkout. When a client applies a coupon code during Stripe checkout, the discount is applied automatically.

<Step number={1}>Navigate to the **Packages** page and click the **Coupons** tab</Step>

<Step number={2}>Click **Add Coupon**</Step>

<Step number={3}>Enter a **Coupon Name** (internal label, e.g. "Summer Sale 2026")</Step>

<Step number={4}>Enter a **Coupon Code** (the code clients type at checkout, e.g. "SUMMER2026")</Step>

<Step number={5}>Select the **Discount Type**: Percentage or Fixed Amount</Step>

<Step number={6}>Enter the **Discount Amount** (e.g. 20 for 20% off, or 10 for $10 off)</Step>

<Step number={7}>Select the **Discount Duration**: Once (applies to first payment only) or Multiple Months (applies for a set number of months)</Step>

<Step number={8}>Optionally enable **Limit Redemptions** and set a maximum number of uses</Step>

<Step number={9}>Optionally enable **Set Expiry Date** and pick a date</Step>

<Step number={10}>Click **Add Coupon**</Step>

<Callout type="info">Clients can enter the coupon code during checkout to apply the discount.</Callout>

---

## Managing Coupons

The Coupons table shows each coupon with its name, code, discount amount, expiry date, usage count, and active status.

#### Editing a Coupon

Click a coupon row to open the editor. You can update the **Coupon Name** only, the code, discount type, and discount amount cannot be changed after creation (this is a Stripe limitation). To change these, delete the coupon and create a new one.

#### Activating and Deactivating Coupons

Toggle the **Active** switch in the coupons table to enable or disable a coupon. Deactivating a coupon prevents it from being used at checkout, but does not affect existing discounts already applied.

#### Deleting a Coupon

Click the menu icon on a coupon row and select **Delete**. This removes the coupon from both HubFit and Stripe.

#### Coupon Usage Tracking

The **Usage** column shows how many times a coupon has been redeemed out of the maximum (e.g. "3/100" or "5/&#x221e;" for unlimited). Coupons automatically deactivate when they hit the redemption limit.

---

## Viewing Client Subscriptions and Payments

You can view a client's subscription history and past payments from their profile.

<Step number={1}>Navigate to the client's profile</Step>

<Step number={2}>Open the **Billing** section</Step>

<Step number={3}>View active subscriptions, subscription status, payment amounts, and payment history</Step>

Subscription statuses include:

| Status | Meaning |
|--------|---------|
| Active | Subscription is running and payments are current |
| Trialing | Client is in a free trial period |
| Past Due | A payment failed and is overdue |
| Canceled | Subscription has been cancelled |
| Incomplete | Initial payment has not been completed |

#### Stripe Customer Portal

You can open the Stripe Customer Portal for any client with an active subscription. The portal lets clients:

- Cancel their subscription
- Update their payment method
- Update their email, address, and phone number
- View their invoice history

To open the portal, click the billing portal button on the client's profile. Coaches can also access this from the client overview.

---

## What Happens When a Client Purchases a Package

Here is the full flow from the client's perspective and what happens behind the scenes:

<Step number={1}>The client visits your pricing page (or a direct package link)</Step>

<Step number={2}>They click **Continue** (or **Try for free** for free packages)</Step>

<Step number={3}>A modal asks for their **Full Name** and **Email**</Step>

<Step number={4}>For paid packages, they are redirected to a Stripe checkout page where they enter payment details. If you have set up your branding in HubFit, the checkout page displays your logo and brand colour. For free packages, the purchase is processed immediately.</Step>

<Step number={5}>After successful payment (or free signup), the client is shown a success page confirming their purchase</Step>

Behind the scenes:

- **New clients**: A client account is created in your workspace. If instant access is enabled, they receive login credentials by email.
- **Existing clients**: If the client purchases using the same email address as their client account, the purchase is linked to their existing profile automatically. If the client was archived, they are automatically unarchived.
- **Onboarding flow**: If an onboarding flow is attached to the package, it triggers automatically (assigning programs, plans, forms, etc.).
- **Confirmation email**: The client receives a purchase confirmation email.
- **Coach notification**: You receive an in-app notification that a new purchase was made.
- **Zapier**: If you have a Zapier integration configured, a "New Purchase" trigger fires with the client and package details.
- **Client note**: A note is automatically added to the client's profile documenting the purchase.

<Callout type="info">If a client already has a subscription in a different currency, they cannot purchase a package in a new currency. They will see an error asking them to contact their coach.</Callout>

---

## Subscription Lifecycle

#### Fixed-Duration Subscriptions

When a subscription has a fixed duration (e.g. 3 months), HubFit calculates the end date and sets a scheduled cancellation in Stripe. When the subscription reaches its end date:

1. Stripe cancels the subscription automatically
2. The client receives a "Subscription Has Ended" email
3. You receive an in-app notification

#### Open-Ended Subscriptions (Until Cancelled)

These subscriptions renew indefinitely. The client can cancel anytime through the Stripe billing portal. When they cancel:

1. The subscription is cancelled immediately
2. The client receives a "Subscription Has Been Cancelled" email
3. You receive an in-app notification

#### Client Cancels via Stripe Portal

Clients can cancel their own subscription through the Stripe billing portal. When this happens, both the client and coach are notified by email and in-app notification.

---

## Free Packages

You can create packages with a price of $0 (or any currency equivalent). Free packages behave differently from paid packages:

- No Stripe checkout is required, the client signs up with just their name and email
- The purchase is processed instantly
- The client sees a success page immediately
- All post-purchase automations (onboarding flows, emails, notifications) still trigger normally

<Callout type="tip">Free packages are commonly used to let clients sign up themselves - for example, if you are running a challenge and want participants to register on their own. Share the package link, and clients create their own account without any manual setup on your end. Pair a free package with an onboarding flow to automatically assign programs, communities, forms, and more on signup.</Callout>

---

## The Client Experience

Here is what your clients see and how you can guide them through purchasing and managing their subscription.

#### How Clients Purchase a Package

When a client opens your pricing page or a direct package link, they review the package details and click **Continue** (or **Try for free** for free packages). They enter their name and email, then are redirected to a Stripe checkout page to complete payment. After purchase, they see a confirmation page. If you have enabled instant access, they receive login credentials by email automatically. Otherwise, you will need to onboard them manually.

Clients can apply a coupon code during Stripe checkout by entering it in the **Add promotion code** field. Coupon codes are case-sensitive.

<Callout type="tip">If a client already has an account and purchases using the same email, the purchase is linked to their existing profile automatically. If they use a different email, a new client account is created.</Callout>

#### How Clients Manage Their Subscription

Clients log into the web app at app.hubfit.com and click **Manage Subscriptions** to access the Stripe billing portal, where they can:

- Cancel their subscription
- Update their payment method
- Update their contact information (email, address, phone)
- View their invoice history

You can open the Stripe billing portal for any client from their profile by clicking the billing portal button.

---

## Frequently Asked Questions

**Can I connect my existing Stripe account?**
No. HubFit creates a new Stripe Connect account dedicated to your workspace. This is required because HubFit manages your customers, prices, coupons, and subscriptions directly in Stripe on your behalf.

**I am getting an "account not found" error when clicking Stripe. How do I fix it?**
This happens when your browser is logged into a different Stripe account. Go to dashboard.stripe.com, click the account dropdown in the top-left corner, and switch to your HubFit Connect account. If you are unsure which account it is, log out of Stripe completely and click the Stripe button from HubFit again.

**What happens if a client uses a different email at checkout?**
A new client account is created in your workspace. The purchase will not link to their existing profile. To avoid this, make sure clients use the same email address they registered with.

**Why can I not edit my coupon code or discount amount?**
Coupon codes and discount amounts cannot be changed after creation. This is a Stripe limitation. To change these, delete the coupon and create a new one.

**Can I invoice a client directly from HubFit?**
No. To collect payment, create a package and share the checkout link with the client.

---

### Community

- **Category:** Business
- **URL:** https://hubfit.com/help/articles/manage/community
- **Description:** Run a private community for your clients with posts, comments, and reactions.
- **Related:** manage/challenges, main/messages

## Community Overview

Build private group spaces for your clients to share updates, spark discussions, run polls, and stay engaged between sessions. Each community has its own feed of posts, a member list, pinned content, and configurable permissions.

Your Community page shows all the communities in your workspace. From here you can:

- View each community's name, header image, and member count
- See an unread indicator when new posts have been published since your last visit
- Edit or delete any community from the list
- Click into a community to view its feed and manage it

When you open a community, you see four tabs:

| Tab | What it shows |
|-----|---------------|
| **Discussion** | The main feed with posts, comments, and reactions |
| **Pinned** | Posts you have pinned for visibility |
| **Planner** | Your scheduled and draft posts (coach only) |
| **Members** | A searchable list of all community participants |

From the community header you can also access quick actions: **Manage Access** to add or remove members, a **search** button to find posts, and a dropdown menu with **Edit Community**, **Community Settings**, and **Notification Settings**.

---

## Creating a Community

<Step number={1}>Navigate to the **Community** page from the sidebar</Step>

<Step number={2}>Click **Add Community**</Step>

<Step number={3}>Enter a **Community Name** (required)</Step>

<Step number={4}>Enter a **Community Description** (optional)</Step>

<Step number={5}>Upload a **header image** by clicking **Change** on the image area (a default image is provided)</Step>

<Step number={6}>Click **Add Community**</Step>

Your new community is created and you are automatically added as the owner. You can now add members and start posting.

---

## Editing a Community

You can update a community's name, description, and header image at any time.

#### From the community list

<Step number={1}>On the Community page, click the three-dot menu on the community row</Step>

<Step number={2}>Select **Edit**</Step>

<Step number={3}>Update the name, description, or header image</Step>

<Step number={4}>Click **Update Community**</Step>

#### From inside a community

<Step number={1}>Open the community</Step>

<Step number={2}>Click the dropdown menu (top right)</Step>

<Step number={3}>Select **Edit Community**</Step>

<Step number={4}>Make your changes and click **Update Community**</Step>

---

## Deleting a Community

<Step number={1}>On the Community page, click the three-dot menu on the community row</Step>

<Step number={2}>Select **Delete**</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a community is permanent. All posts, comments, reactions, media, polls, drafts, and scheduled posts are removed. This action cannot be undone.</Callout>

---

## Managing Members

Members are the clients and team members who can see and participate in a community. Only workspace owners can add or remove members.

#### Adding members

<Step number={1}>Open the community</Step>

<Step number={2}>Click **Manage Access** in the community header</Step>

<Step number={3}>The Manage Community Members modal shows two panels. The left panel lists all your clients and team members. The right panel shows current community members.</Step>

<Step number={4}>Select clients or team members from the left panel to add them</Step>

<Step number={5}>Added members receive a notification that they have been added to the community</Step>

#### Removing members

<Step number={1}>In the Manage Community Members modal, hover over a member in the right panel</Step>

<Step number={2}>Click the remove button to remove them from the community</Step>

<Callout type="info">You cannot remove the community owner. When a client is archived or removed from your workspace, they are automatically removed from all communities.</Callout>

#### Viewing the member list

Switch to the **Members** tab inside any community to see a searchable table of all active participants. Each entry shows the member's name, profile image, role badge (coaches show an admin badge), and when they joined.

---

## Creating Posts

Posts are the core content in a community. You can include text, images, videos, GIFs, and polls.

<Step number={1}>Open a community</Step>

<Step number={2}>Click the **post composer** at the top of the Discussion tab (the "What's on your mind?" bar)</Step>

<Step number={3}>The Create Post modal opens. Write your post content.</Step>

<Step number={4}>Use the action bar at the bottom to add media or extras:</Step>

| Button | Action |
|--------|--------|
| Image | Upload up to 4 images |
| Video | Upload a video |
| GIF | Search and pick a GIF |
| Poll | Add a poll (see Polls below) |
| Emoji | Insert an emoji into your text |

<Step number={5}>Click **Publish** to post immediately</Step>

<Callout type="tip">You can @mention specific members or use @everyone (coach only) to notify all community members. Mentions trigger push notifications for the mentioned users.</Callout>

---

## Saving Drafts and Scheduling Posts

As a coach, the Publish button includes a dropdown with additional options:

| Option | What it does |
|--------|-------------|
| **Publish** | Post immediately to the feed |
| **Save draft** | Save the post privately for later editing |
| **Schedule post** | Choose a future date and time to auto-publish |

#### Saving a draft

<Step number={1}>Create your post content</Step>

<Step number={2}>Click the dropdown arrow next to Publish</Step>

<Step number={3}>Select **Save draft**</Step>

<Step number={4}>Click **Save draft** to save</Step>

Drafts are private to you. No one else can see them.

#### Scheduling a post

<Step number={1}>Create your post content</Step>

<Step number={2}>Click the dropdown arrow next to Publish</Step>

<Step number={3}>Select **Schedule post**</Step>

<Step number={4}>Pick a date and time from the date picker</Step>

<Step number={5}>Click **Schedule post** to confirm</Step>

Scheduled posts are automatically published at the chosen time.

---

## The Planner Tab

The Planner tab gives you a single view of all your draft and scheduled posts for a community.

Switch between two segments:

- **Scheduled**: Shows posts sorted by their scheduled publish time (earliest first)
- **Drafts**: Shows drafts sorted by creation date (newest first)

Each post card shows a preview of the content, and offers three actions:

| Action | What it does |
|--------|-------------|
| **Edit** | Opens the post editor to update content, media, or scheduling |
| **Delete** | Permanently deletes the draft or scheduled post |
| **Publish Now** | Immediately publishes the post to the feed |

<Callout type="tip">Only coaches see the Planner tab. Clients do not have access to drafts or scheduled posts. Drafts are personal, only the coach who created them can see and edit them. Scheduled posts are visible to all coaches in the workspace.</Callout>

---

## Editing and Deleting Posts

#### Editing a post

<Step number={1}>Click the three-dot menu on any post you authored</Step>

<Step number={2}>Select **Edit Post**</Step>

<Step number={3}>Update the text, add or remove media, or change the GIF</Step>

<Step number={4}>Click **Update Post**</Step>

Edited posts display an "edited" indicator. You can only edit your own posts. Polls cannot be edited after creation.

#### Deleting a post

<Step number={1}>Click the three-dot menu on a post</Step>

<Step number={2}>Select **Delete Post**</Step>

<Step number={3}>Confirm the deletion</Step>

Members can delete their own posts. Workspace owners can delete any post in the community.

---

## Pinning Posts

Pinned posts appear in a dedicated section at the top of the Discussion tab and in the Pinned tab, making them easy for members to find.

<Step number={1}>Click the three-dot menu on a published post</Step>

<Step number={2}>Select **Pin Post**</Step>

<Step number={3}>Confirm, the post moves to the Pinned section</Step>

To unpin a post, open the same menu and select **Unpin Post**.

Pinned posts display as compact cards that scroll horizontally. Click any card to open the full post with comments.

<Callout type="info">You can pin up to **10 posts** per community. Only admins and owners can pin or unpin posts.</Callout>

---

## Reactions

Members can react to posts using seven reaction types:

| Reaction | Type |
|----------|------|
| Like | like |
| Love | love |
| Care | care |
| Haha | haha |
| Wow | wow |
| Sad | sad |
| Angry | angry |

---

## Comments and Replies

Comments and replies support the same @mention and GIF features as posts.

#### Commenting on a post

<Step number={1}>Type in the comment input below any post</Step>

<Step number={2}>Optionally add a GIF or @mention a member</Step>

<Step number={3}>Press Enter or click the send button</Step>

The three most recent comments are shown by default. Click **View all comments** to expand. Click the post to open the full post modal with all comments visible.

#### Replying to a comment

<Step number={1}>Click the **Reply** button on any comment</Step>

<Step number={2}>Type your reply</Step>

<Step number={3}>Submit</Step>

Replies are nested under their parent comment.

#### Liking comments and replies

Click the like button on any comment or reply to toggle a like.

#### Editing comments and replies

You can edit your own comments and replies. Edited comments display an "edited" indicator.

#### Deleting comments and replies

You can delete your own comments and replies. Workspace owners can delete any comment or reply.

---

## Polls

Polls let you survey your community with a quick vote. Members can select one option.

To create a poll, click the **Poll** button in the post composer action bar, add your options, and publish. Polls cannot be edited after creation and each member can vote once.

---

## Searching Posts

Use the search feature to find posts by keyword across the entire community.

<Step number={1}>Click the **search icon** in the community header</Step>

<Step number={2}>Type your search term and press Enter</Step>

<Step number={3}>The Discussion tab filters to show matching posts</Step>

<Step number={4}>Click **Clear search** or the X button to return to the full feed</Step>

Your last three searches are saved as recent searches for quick access.

---

## Community Settings

Community Settings control what clients can do inside the community. Open them from the dropdown menu in the community header.

| Setting | Default | Description |
|---------|---------|-------------|
| **Allow Client Posting** | On | When off, only coaches can create posts. Clients see the feed but cannot post. |
| **Allow Client Comments** | On | When off, clients cannot comment or reply. They can still react to posts. |
| **Show Member List** | On | When off, clients cannot see the Members tab or the member list. |

Changes take effect immediately. These settings apply only to clients, coaches and team members are not affected.

<Callout type="tip">Use these settings to run announcement-only communities (posting off, comments off), discussion communities (all on), or anything in between.</Callout>

---

## Notification Settings

Each community participant can configure their own notification preferences. Open Notification Settings from the dropdown menu in the community header.

| Setting | Default | Description |
|---------|---------|-------------|
| **New Posts** | On | Notify when new posts are published in this community |
| **Likes** | On | Notify when someone reacts to your post |
| **Comments** | On | Notify when someone comments on your post |
| **Mentions** | On | Notify when someone @mentions you |
| **Poll Votes** | On | Notify when someone votes on your poll |

These are per-community, per-user settings. Each member controls their own notifications independently.

---

## Community on the Mobile App (Coach)

The Community feature works on the HubFit mobile app with a native interface optimized for phone screens.

#### Viewing a community

When you open a community on the app, you see:

- A **header image** that scrolls with the content, with a sticky header that appears as you scroll down
- The community **name** and **member count**
- A **post composer** (if you have posting permissions)
- **Pinned posts** in a horizontal scroll
- The **post feed** with infinite scroll and pull-to-refresh

#### Quick actions (top right)

- **Calendar icon**: Opens the Planner to view scheduled and draft posts
- **Settings icon**: Opens community settings
- **Search icon**: Opens post search

#### Community settings on mobile

Tap the settings icon to access:

- **Edit**: Update the community name, description, and cover image
- **Notifications**: Configure your notification preferences
- **Settings**: Toggle client permissions (owner only)
- **Add Member**: Invite clients and team members
- **Remove**: Remove members from the community
- **Delete Community**: Permanently delete the community (owner only)

The member list is visible directly on the settings screen, showing each participant's name, profile image, and role.

---

## Frequently Asked Questions

**Why can a client not post in a community?**
You have disabled client posting for that community in Community Settings. The client can still read posts and react.

**Why can a client not comment on posts?**
You have disabled client comments for that community in Community Settings. The client can still read posts and react.

**Why can a client not see the member list?**
You have hidden the member list for that community in Community Settings.

**Can clients change their vote on a poll?**
No. Poll votes are final and cannot be changed once submitted.

**How do members manage their notification preferences?**
Each member can open the community, go to the dropdown menu (web) or settings icon (mobile), and select **Notification Settings** to toggle notifications for new posts, reactions, comments, mentions, and poll votes.

**How do I mention someone in a post or comment?**
Type **@** followed by their name. The mentioned person receives a push notification if they have mentions enabled. Workspace owners can use **@everyone** to notify all community members.

**What happens to a client's community access when they are archived?**
Archived clients are automatically removed from all communities. When unarchived, they need to be re-added manually.

---

### Challenges

- **Category:** Business
- **URL:** https://hubfit.com/help/articles/manage/challenges
- **Description:** Create group challenges to drive engagement, accountability, and results.
- **Related:** manage/community, library/training, library/metrics, account/wearables

## Challenges Overview

Challenges let you run time-bound competitions and milestone events for your clients. Set a goal, add participants, and let progress track automatically from workouts, nutrition logs, or step data. The Challenges page lists every challenge in your workspace, with cards showing the name, cover image, mode, date range, participant count, and status (Upcoming, Active, or Completed).

From this page you can:

- Create new challenges from scratch or from a template
- Edit or delete existing challenges
- Open any challenge to view its leaderboard or badge board
- Manage participants and team member access

---

## Challenge Modes

When you create a challenge, the first step is choosing a mode. The mode determines how progress is displayed and how winners are decided.

| Mode | How it works | Best for |
|------|-------------|----------|
| **Leaderboard** | Participants are ranked by their total score. Highest value wins. Rankings update in real time. | Competitive clients who thrive on rankings and head-to-head competition |
| **Milestone** | All participants can win by unlocking badges as they hit each milestone threshold. Progress is shown on a badge board. | Inclusive challenges where everyone can succeed at their own pace |

**Leaderboard mode** shows a ranked list with a podium for the top 3. Ties are broken by who reached the score first.

**Milestone mode** shows a badge board where each participant's earned badges are displayed. You define 5 milestone thresholds, and participants unlock badges as they hit each one. Participants are sorted by badges earned, then by total score.

<Callout type="tip">Use Leaderboard for short, high-energy competitions. Use Milestone for longer challenges where you want every client to feel like they can win something.</Callout>

---

## Challenge Types

Every challenge tracks one specific metric. The type determines what counts toward progress.

#### Workout Types

| Type | What it tracks | How progress counts |
|------|---------------|-------------------|
| **Total Workouts Completed** | Number of completed workouts | Each completed workout = 1 point |
| **Total Workout Volume** | Total weight lifted (sets x reps x weight) | Volume is calculated automatically from logged workouts |
| **Total Reps** | Total reps across all exercises | Every rep from every exercise in logged workouts counts |

#### Nutrition Types

| Type | What it tracks | How progress counts |
|------|---------------|-------------------|
| **Total Days Logged** | Days with at least one meal logged | Each day with a food log entry = 1 point |
| **Protein Target Days** | Days where the client hits their protein target | Protein intake must meet or exceed the daily protein target you set |
| **Calorie Target Days** | Days where the client hits their calorie target | Calorie intake must meet or exceed the daily calorie target you set |

#### Health Types

| Type | What it tracks | How progress counts |
|------|---------------|-------------------|
| **Total Steps** | Total steps from health data | Steps sync automatically from Apple Health or Health Connect |

<Callout type="info">Workout and nutrition progress is tracked automatically when clients log workouts or food through the app. Step challenges require clients to connect Apple Health (iOS) or Health Connect (Android) in their app settings.</Callout>

<Callout type="warning">For Protein Target Days and Calorie Target Days challenges, clients must have macro targets set. If a client has no targets configured, their days will not count toward progress. See the [Nutrition](/help/articles/library/nutrition) article for how to set macro targets.</Callout>

---

## Creating a Challenge from Scratch

<Step number={1}>Navigate to the Challenges page from the sidebar</Step>

<Step number={2}>Click **New Challenge**</Step>

<Step number={3}>Select a challenge mode: **Leaderboard** or **Milestone**. Click **Continue**.</Step>

<Step number={4}>Choose a **cover image** by clicking the image at the top of the form. You can pick from preset images or upload your own.</Step>

<Step number={5}>Enter a **Challenge Name** (required)</Step>

<Step number={6}>Enter a **Challenge Description** (optional)</Step>

<Step number={7}>Select a **Challenge Type** from the dropdown. Types are grouped by category: Health, Workouts, and Nutrition.</Step>

<Step number={8}>If you chose Milestone mode, configure the badge settings (see next section)</Step>

<Step number={9}>Set the **Start** date and time. You can set a future start date to schedule the challenge in advance.</Step>

<Step number={10}>Set the **End** date and time. Challenges must be at least 3 days and can run for up to 2 months.</Step>

<Step number={11}>Click **Create Challenge**</Step>

After creation, the challenge opens and you can start adding participants.

<Callout type="tip">If the start date is in the past (or right now), the challenge begins immediately. If the start date is in the future, it appears with an "Upcoming" status on the coach side. Clients do not see the challenge until it is active.</Callout>

---

## Configuring Milestone Badges

When you create a Milestone challenge, you configure 5 badge tiers. Each tier has a threshold value that participants must reach to earn that badge.

#### Choosing a Badge Theme

Select a theme from the **Badge Theme** dropdown. Each theme has 5 tiers with unique names and icons.

| Theme | Tier 1 | Tier 2 | Tier 3 | Tier 4 | Tier 5 |
|-------|--------|--------|--------|--------|--------|
| **Medals** | Bronze | Silver | Gold | Platinum | Diamond |
| **Iron** | Lifter | Powerhouse | Beast | Titan | Olympian |
| **Journey** | Explorer | Pathfinder | Voyager | Trailblazer | Pioneer |
| **Summit** | Hiker | Trekker | Climber | Mountaineer | Summiteer |
| **Warriors** | Warrior | Knight | Gladiator | Champion | Legend |
| **Animals** | Fox | Wolf | Bear | Lion | Dragon |
| **Elements** | Ember | Torrent | Tempest | Thunder | Cataclysm |
| **Ranks** | Cadet | Veteran | Captain | General | Elite |

#### Setting Thresholds

Enter a numeric target for each of the 5 badge tiers. Thresholds must be positive integers in ascending order.

For example, a "Total Workouts Completed" challenge with the Journey theme might use:

| Badge | Threshold |
|-------|-----------|
| Explorer | 5 workouts |
| Pathfinder | 10 workouts |
| Voyager | 15 workouts |
| Trailblazer | 20 workouts |
| Pioneer | 25 workouts |

<Callout type="tip">Set Tier 1 low enough that most participants can earn it early. This creates an early win that keeps them engaged. Make Tier 5 ambitious but achievable for the duration of the challenge.</Callout>

---

## Using Challenge Templates

Instead of building from scratch, you can start from a pre-built template.

<Step number={1}>On the Challenges page, click **Templates**</Step>

<Step number={2}>Browse the template library. Filter by category (Workout, Nutrition, Health & Steps) or mode (Leaderboard, Milestone). Sort by Featured, Duration (shortest first), or Duration (longest first).</Step>

<Step number={3}>Click a template card to preview it. The preview shows the challenge name, description, type, mode, suggested duration, and badge configuration (if Milestone).</Step>

<Step number={4}>Click **Use This Template**</Step>

<Step number={5}>The create form opens pre-filled with the template's name, description, type, mode, badge theme, thresholds, and a suggested date range. Edit any field before creating.</Step>

The template library includes challenges across all categories:

| Category | Example templates |
|----------|-----------------|
| **Workout** | 30-Day Training Commitment, No Excuses, Tonnage Club, Rep Race, The 1000 Rep Challenge |
| **Nutrition** | 30 Days of Tracking, Hit Your Calories, Protein Priority, Accountability Week |
| **Health** | 10K a Day, One Million Steps, Step Wars, 100K Step Week |

<Callout type="info">Templates are starting points. You can change the name, description, dates, and badge thresholds before creating. The challenge type and mode are locked to the template's configuration.</Callout>

---

## Managing Participants

After creating a challenge, add clients and team members through the Manage Access modal.

#### Adding participants

<Step number={1}>Open the challenge from the Challenges list</Step>

<Step number={2}>Click **Manage Access** in the top right</Step>

<Step number={3}>The Manage Access modal shows two panels. The left panel lists your clients and team members. The right panel shows who is already in the challenge.</Step>

<Step number={4}>Search for clients or team members by name</Step>

<Step number={5}>Select the people you want to add and click **Add to Challenge**</Step>

Newly added participants start with a score of 0. If the challenge has already started, they receive a push notification letting them know they have been added.

#### Removing participants

<Step number={1}>Open the Manage Access modal</Step>

<Step number={2}>In the right panel, find the participant you want to remove</Step>

<Step number={3}>Click the remove button next to their name</Step>

Removing a participant deletes all their progress data for that challenge.

<Callout type="warning">You cannot add clients to a completed challenge. You also cannot remove the workspace owner from a challenge.</Callout>

#### Team member access

Team members (coaches on your workspace) can be added to challenges to give them visibility. Team members can view the challenge, its leaderboard or badge board, and receive notifications. Only workspace owners and admins can add or remove participants.

---

## Viewing the Leaderboard

When you open a Leaderboard challenge, the main content area shows the ranked standings.

The leaderboard includes:

- **Podium** — A visual podium highlighting the top 3 participants with their profile images, names, and scores
- **Ranked table** — A full list of all participants sorted by score (highest first), with rank number, profile image, name, and current value with the appropriate unit
- **Countdown timer** — Shows time remaining for active challenges, or "Starts in..." for upcoming challenges

Ties are broken by who reached the score first — the participant whose last update was earlier ranks higher.

When the challenge ends, the final standings are preserved. The status changes to Completed.

---

## Viewing the Badge Board

When you open a Milestone challenge, the main content area shows the badge board instead of a leaderboard.

The badge board includes:

- **Participant list** — Sorted by number of badges earned (most first), then by total score
- **Badge icons** — Each row shows all 5 badge tier icons. Earned badges appear in full color; unearned badges are faded
- **Current value** — Each participant's current score displayed below their name
- **Tooltips** — Hover over any badge icon to see the tier name and threshold

When the challenge ends, a **completion summary card** appears at the top showing:

- The top achiever (most badges earned)
- Total badges earned across all participants
- Number of participants who completed all 5 badges
- Overall completion rate

---

## The About Sidebar

Every challenge has an About sidebar on the right side of the page. It shows:

- **Description** — The challenge description (expandable if longer than 150 characters)
- **Challenge Type** — The metric being tracked, with an icon and subtitle
- **Date Range** — Start and end dates, plus a status indicator (e.g. "Day 12 of 30", "Starts in 3 days", or "Completed")
- **Challenge Mode** — Leaderboard or Milestone
- **Milestones** (Milestone mode only) — All 5 badge tiers with their emoji, name, and threshold value
- **Health data notice** (Steps challenges only) — A note that Apple Health or Health Connect is required

---

## Editing a Challenge

You can edit an active or upcoming challenge by clicking the pencil icon on the challenge page.

What you can change:

- Challenge name
- Description
- Cover image
- End date (can be extended or shortened, as long as the new end date is in the future and the challenge does not exceed 2 months)
- Start date (only if the challenge has not started yet)

What you cannot change:

- Challenge type
- Challenge mode
- Badge theme or thresholds

<Callout type="info">You cannot edit a completed challenge. To run a similar challenge again, create a new one or use a template.</Callout>

---

## Deleting a Challenge

<Step number={1}>On the Challenges list, click the three-dot menu on the challenge card</Step>

<Step number={2}>Click **Delete**</Step>

<Step number={3}>Confirm the deletion in the confirmation dialog</Step>

Deleting a challenge permanently removes it along with all participant progress data.

<Callout type="warning">This action is irreversible. All leaderboard data, badge progress, and participant records are permanently deleted.</Callout>

---

## Notification Settings

Coaches receive push notifications for key challenge events. You can customize which notifications you receive per challenge.

<Step number={1}>Open the challenge</Step>

<Step number={2}>Click the bell icon in the header</Step>

<Step number={3}>Toggle individual notification types on or off</Step>

#### Leaderboard mode notifications

| Notification | Description |
|-------------|-------------|
| **New Leader** | A client has taken the #1 position |
| **Entered Top 3** | A client has moved into a top 3 position (was not previously in top 3) |

#### Milestone mode notifications

| Notification | Description |
|-------------|-------------|
| **Badge Earned** | A client has earned one or more badges |
| **All Badges Completed** | A client has earned all 5 badges |

<Callout type="info">Notification preferences are per-coach, per-challenge. Each team member with access to the challenge can set their own preferences. All notifications are enabled by default.</Callout>

---

## Automated Lifecycle Notifications

HubFit automatically sends push notifications to all participants and coaches at key moments in a challenge's lifecycle. These are not configurable and fire automatically.

| Notification | When it fires | Who receives it |
|-------------|--------------|----------------|
| **Challenge Started** | When the start date is reached | All participants and coaches |
| **Challenge Ending Soon** | Within 24 hours of the end date | All participants and coaches |
| **Challenge Complete** | When the end date is reached | All participants and coaches |

Participants also receive a notification when they are added to an active challenge.

---

## How Progress Tracking Works

Understanding how each challenge type tracks progress helps you set the right expectations with clients.

#### Workout challenges

Progress updates happen automatically each time a client completes a workout through the app.

- **Total Workouts Completed** — Each completed workout adds 1 to the client's score
- **Total Workout Volume** — The total volume from the workout (sum of sets x reps x weight for all exercises) is added to the client's score
- **Total Reps** — The total reps from the workout (sum of reps for all sets across all exercises) is added to the client's score

#### Nutrition challenges

Nutrition challenge progress only counts food logged through the HubFit in-app nutrition tracker. External integrations such as Cronometer do not count toward nutrition challenges. Each calendar day can contribute at most 1 point.

- **Total Days Logged** — Any food log entry on a given day counts as 1 point for that day
- **Protein Target Days** — The client's total protein for the day must meet or exceed their daily protein target. Macro targets must be set in the client's Nutrition Logger settings.
- **Calorie Target Days** — The client's total calories for the day must meet or exceed their daily calorie target. Macro targets must be set in the client's Nutrition Logger settings.

If a client updates their food log for a day (adding or removing entries), the progress for that day is recalculated automatically.

#### Steps challenges

Progress syncs from the client's connected health app (Apple Health on iOS, Health Connect on Android). Daily step counts are pulled and summed across the challenge period.

- **Total Steps** — Each day's step count is stored individually and the total is recalculated when new data syncs

<Callout type="tip">Remind clients to keep their health app connected and the HubFit app updated. Steps only sync when the app communicates with the health data source.</Callout>

---

## Frequently Asked Questions

**Why can I not see a challenge?**
Clients only see challenges they have been added to. Upcoming challenges are not visible to clients — they appear once the challenge becomes active. Completed challenges remain visible on both the web and mobile dashboards.

**Why is a client's progress not updating?**
Workout and nutrition progress only counts activity logged through the HubFit app. External integrations such as Cronometer do not count toward nutrition challenges. For steps challenges, the client must have Apple Health (iOS) or Health Connect (Android) connected in their app settings.

**Why are a client's steps not appearing in a steps challenge?**
Check that the client has connected Apple Health or Health Connect in **Settings** and that HubFit has permission to read step data. Also confirm their health app is syncing with their wearable device.

**Why are a client's protein/calorie target days not counting?**
You must have set macro targets for the client in the Nutrition Logger. If no targets are configured, their days will not count toward the challenge.

**Can challenge progress be manually adjusted?**
No. Challenge progress is tracked automatically and cannot be manually adjusted. If a client updates their food log for a day, nutrition progress recalculates automatically.

**How long do completed challenges stay visible?**
Coaches can always view past challenges. Clients can see completed challenges on their dashboard on both web and mobile.

**What is the difference between Leaderboard and Milestone mode?**
Leaderboard challenges rank all participants by score - highest wins. Milestone challenges let everyone earn badges by hitting threshold targets at their own pace.

**Can team members create challenges?**
No. Only the workspace owner can create challenges.

---

### Teams

- **Category:** Business
- **URL:** https://hubfit.com/help/articles/manage/teams
- **Description:** Invite co-coaches and assistants to collaborate inside your workspace.
- **Related:** main/clients, main/tasks, account/settings-and-billing

## Teams Overview

Invite other coaches to your workspace so they can help you manage clients, build programs, and handle day-to-day coaching. The Teams page is your central hub for inviting new team members, assigning roles, managing client access, and monitoring activity.

The Teams table displays each member with their name, role (Admin or Standard), invitation status, and number of assigned clients.

From the action menu on each row you can manage clients, edit role, view activity, or remove access.

---

## Understanding Roles

Every person in your workspace has one of three roles. Roles control what a team member can see and do.

| Role | Who gets it | What they can do |
|------|------------|-----------------|
| **Owner** | You (the workspace creator) | Full control over the workspace. Manage billing, branding, settings, team members, and all clients. Cannot be changed or reassigned. |
| **Admin** | Promoted team members | View all clients and tasks. Assign clients and tasks to other members. Add new clients. Delete items from your templates and libraries. |
| **Standard** | Default for new invites | View only the clients and tasks assigned to them. Cannot delete anything from your library or templates. |

<Callout type="tip">Start team members on the Standard role and promote them to Admin once you are comfortable with the level of access they need. You can change roles at any time.</Callout>

---

## Inviting a Team Member

You can invite anyone with an email address to join your workspace. They do not need an existing HubFit account, if they don't have one, they can create one after receiving the invite.

<Step number={1}>Navigate to the **Teams** page from the sidebar</Step>

<Step number={2}>Click the **Invite Team** button in the top-right corner</Step>

<Step number={3}>Fill in the required fields: **Coach Name**, **Coach Email**, and **Coach Role** (Admin or Standard)</Step>

<Step number={4}>Click **Email Invite**</Step>

The invited coach receives an email notification. Their status appears as **Pending** in your team list until they accept.

#### How the invited coach accepts

<Step number={1}>The invited coach must create a HubFit account (or already have one) using the **exact same email address** you sent the invite to</Step>

<Step number={2}>They log into the HubFit web dashboard</Step>

<Step number={3}>A banner appears at the top of their dashboard with the invitation. They click **Accept** to join your workspace.</Step>

<Step number={4}>Once accepted, they can switch to your workspace from the workspace switcher in the top-left corner</Step>

<Callout type="info">The invitation cannot be accepted directly from the email. The coach must log into the HubFit dashboard to see and accept it.</Callout>

---

## Editing a Team Member's Role

You can change a team member's role between Admin and Standard at any time.

<Step number={1}>On the Teams page, click the **three-dot menu** on the member's row and select **Edit Role**</Step>

<Step number={2}>Choose the new role: **Admin** or **Standard**</Step>

<Step number={3}>Click **Update Role**</Step>

The change takes effect immediately. If you downgrade an Admin to Standard, they will only be able to see clients that have been explicitly assigned to them.

<Callout type="warning">You cannot change the Owner role. The workspace creator is always the Owner.</Callout>

---

## Assigning Clients to Team Members

Client assignment controls which clients a team member can see and work with. This is especially important for Standard-role members, who can only access their assigned clients.

<Callout type="info">Admin-role members can see all clients regardless of assignment, but assigning clients to them is still useful for filtering and organization.</Callout>

#### Assigning from the Teams Page

<Step number={1}>On the Teams page, click the **three-dot menu** on the member's row and select **Manage Clients**</Step>

<Step number={2}>The Manage Clients modal opens showing all clients currently assigned to this member</Step>

<Step number={3}>To remove a client, click the **X** button next to their name</Step>

#### Assigning from a Client's Profile

<Step number={1}>Navigate to the **Clients** page</Step>

<Step number={2}>Click the **three-dot menu** on a client row and select **Assign Coach**</Step>

<Step number={3}>Check or uncheck coaches to assign or unassign them. Changes are saved immediately.</Step>

<Callout type="tip">You can assign multiple coaches to the same client. This is useful when different team members handle different aspects of a client's program (e.g. one coach handles training, another handles nutrition).</Callout>

#### How messaging works with teams

When a client initiates a message, the conversation is created with the workspace Owner. If a team member messages a client directly, a separate conversation is created between them. Each conversation is independent, so coaches only see the conversations they are part of.

---

## Viewing Team Member Activity

HubFit tracks actions your team members take across the workspace so you can stay informed about what work is being done.

<Step number={1}>On the Teams page, click a team member's row (or select **View Activity** from their action menu)</Step>

<Step number={2}>The activity modal opens showing a chronological timeline of their recent actions across training, nutrition, forms, vault, messages, tasks, and more</Step>

---

## Notifications for Team Members

HubFit has two types of notifications for coaches: **messaging notifications** and **client action notifications** (check-ins, workouts, etc.).

#### Messaging notifications

Messaging notifications are based on the conversation channel. Each coach only receives notifications for conversations they are part of.

#### Client action notifications

Admins and Standard team members only receive notifications for clients assigned to them. Workspace Owners receive notifications for all clients in the workspace.

<Callout type="info">There is no way to change the Owner's notification scope. Owners always receive notifications for all clients. If you find this noisy, use notification settings to manage which types of notifications you receive.</Callout>

---

## Removing a Team Member

Removing a team member revokes their access to your workspace immediately.

<Step number={1}>On the Teams page, click the **three-dot menu** on the member's row</Step>

<Step number={2}>Select **Remove Access**</Step>

<Step number={3}>Click **Remove Access** to confirm</Step>

When you remove a team member:

- All tasks assigned to them are unassigned
- All client assignments are cleared
- The member can no longer message clients in your workspace
- The member is removed from all challenges and communities in your workspace

<Callout type="warning">Removal is immediate. The team member will lose access to all clients and workspace data the moment you confirm.</Callout>

<Callout type="tip">If you need to re-invite a previously removed member, you can send them a new invitation using the same email address.</Callout>

---

## Workspace Isolation

Each workspace in HubFit is fully independent:

- **Clients** belong to the workspace Owner's account. Team members access them through the workspace.
- **Templates** (training programs, meal plans, forms, exercises, habits, metrics, vault files) are available to all team members. Templates remain in the workspace and cannot be copied to a team member's personal account.
- **Billing and settings** are controlled exclusively by the Owner.

<Callout type="info">A team member's personal workspace (if they have their own HubFit account) remains completely separate from any workspace they join. Their own clients and data are never visible to the workspace Owner.</Callout>

---

## Frequently Asked Questions

**Can I have more than one Owner?**
No. Each workspace has exactly one Owner, the coach who created the account. This cannot be transferred or shared.

**Can a Standard member see clients that are not assigned to them?**
No. Standard members can only see and interact with the clients explicitly assigned to them by an Owner or Admin.

**Do team members need their own HubFit subscription?**
No. Team members access your workspace under your subscription. Ensure they sign up with the same email address you sent the invite to.

**Can a team member be part of multiple workspaces?**
Yes. A coach can accept invitations to multiple workspaces and switch between them using the workspace switcher in the sidebar.

**Will removing a team member delete their HubFit account?**
No. Removing a team member only revokes their access to your workspace. Their personal HubFit account and any personal workspace remain untouched.

**Can I re-invite someone I previously removed?**
Yes. Send a new invitation to the same email address.

**Can team members delete clients?**
No. Only the workspace Owner can archive or delete clients.

**Can clients see which team member is assigned to them?**
No. Clients are not aware of coach assignments. They will only see a team member if that coach messages them directly.

**Can team members assign onboarding flows?**
Onboarding flows can include an auto-assignment step that routes new clients to a specific team member. See the [Onboarding Flow](/help/articles/automations/onboarding-flow) article for details.

---

### Training

- **Category:** Coaching
- **URL:** https://hubfit.com/help/articles/library/training
- **Description:** Build workouts, programs, and manage your full exercise library.
- **Related:** on-demand/workout-studio, library/metrics

## Training Overview

HubFit gives you a complete training system to build exercises, workouts, and programs, then assign them to clients and track their progress.

Your Training page has four tabs:

- **Programs**: Create and manage multi-workout training programs
- **Workouts**: Build standalone workout templates for your library
- **Sections**: Create reusable workout sections (exercise groupings)
- **Exercises**: Manage your custom exercise library

From these tabs you can:

- Build workouts with exercises, sets, reps, rest times, and custom fields
- Group exercises into supersets, circuits, AMRAPs, and intervals
- Create multi-workout programs with two modes: Calendar and Fixed
- Use AI to generate workouts from a text prompt
- Assign programs directly to individual clients
- Schedule workouts on specific dates with the training calendar
- Track client workout completion, exercise history, and personal records
- Duplicate, export, and organize programs into folders

When you open a client's Training page, you'll see their training content based on their training mode (Calendar or Fixed), plus tabs for completed workouts and exercise history.

---

#### Understanding Training Modes

Each client uses one of two training modes, set from their Training Settings.

#### Calendar Mode

Schedule workouts on specific dates. Clients see a calendar with upcoming workouts and complete them on the assigned day. Workouts can be dragged and dropped to reschedule.

<Callout type="tip">Calendar mode is best for clients who need daily structure and accountability. You can schedule weeks or months of training in advance.</Callout>

#### Fixed Mode

Create fixed programs that clients follow at their own pace with no dates. Clients work through the workouts in order. Multiple programs can be assigned simultaneously.

<Callout type="tip">Fixed mode is best for clients who train on flexible schedules or prefer to choose their own workout days. It is also commonly used to organize training into phases - for example, Week 1-4 Hypertrophy, Week 5-8 Strength, or Month 1 Foundation, Month 2 Progressive Overload.</Callout>

#### Switching Training Modes

<Step number={1}>Open the client's Training page and click the **Settings** icon</Step>

<Step number={2}>Go to the **Training Mode** tab</Step>

<Step number={3}>Select the new mode (Calendar or Fixed) and click **Switch**</Step>

<Callout type="warning">Switching modes does not delete existing programs.</Callout>

---

#### Understanding the Building Blocks

Training content follows a hierarchy: **Programs > Workouts > Sections > Exercises**.

<VideoOverview lessonTitle="Workout Sections (AMRAP, Circuits, Intervals)" lessonUrl="https://www.youtube.com/watch?v=6xDzwTLmW_0" videoId="6xDzwTLmW_0" />

**Exercises**: Individual movements with up to 4 configurable fields (e.g. Reps, Weight, Rest, Tempo), a set count, custom notes, alternative exercises, and a link to your Exercise Library.

**Sections**: Groupings of exercises within a workout. Each section has a type:

| Section Type | Description |
|-------------|-------------|
| Regular | Standard exercises performed in order |
| Circuit | Exercises performed back-to-back for a set number of rounds |
| AMRAP | As Many Rounds As Possible within a time limit |
| Interval | Timed intervals of work and rest |

Sections can contain **supersets**: multiple exercises grouped together and performed back-to-back.

**Workouts**: A single training session with one or more sections, a name, description, thumbnail image, and tags.

**Programs**: A collection of workouts. **Fixed** programs are an ordered list with no dates. **Calendar** programs assign workouts to specific dates or day numbers.

---

#### Managing Your Exercise Library

Your Exercise Library stores custom exercises with video demos, equipment tags, and muscle group information. These are referenced throughout your workouts and programs.

<VideoOverview lessonTitle="Exercise Library" lessonUrl="https://www.youtube.com/watch?v=47Rcf-vGtJg" videoId="47Rcf-vGtJg" />

#### Creating an exercise

<Step number={1}>Navigate to Training > **Exercises** tab</Step>

<Step number={2}>Click **Add Exercise**</Step>

<Step number={3}>Enter the exercise details: **Name** (required), **Video** (upload or paste a link), **Notes**, **Equipment**, **Level** (Beginner / Intermediate / Expert), **Main Muscle Worked**, and **Type**</Step>

<Step number={4}>Click **Add Exercise** to save</Step>

#### Equipment options

Barbell, Dumbbell, Machine, Cable, Kettlebells, Body Only, Bands, E-Z Curl Bar, Medicine Ball, Exercise Ball, Foam Roll, Other, None

#### Muscle groups

Abdominals, Abductors, Adductors, Biceps, Calves, Chest, Forearms, Glutes, Hamstrings, Lats, Lower Back, Middle Back, Neck, Quadriceps, Shoulders, Traps, Triceps

#### Exercise types

Strength, Cardio, Stretching, Plyometrics, Powerlifting, Olympic Weightlifting, Strongman

#### Client access to the Exercise Library

Clients can view the default HubFit exercise library, but cannot browse your custom exercises. Toggle **Client Exercise Library Access** on from the Exercises tab to let all clients view your custom exercise details (name, video, notes, muscle group) within their assigned workouts.

---

#### Building a Workout

Workouts can be created inside a program, as standalone library templates, or generated with AI.

<Step number={1}>Navigate to Training > **Workouts** tab (or open a program and click **Add Workout**)</Step>

<Step number={2}>Enter a workout name and optional description, then click **Add Workout**</Step>

<Step number={3}>Click **Add Section** and choose the type: Regular, Circuit, AMRAP, or Interval</Step>

<Step number={4}>Add exercises by searching your Exercise Library or typing a custom exercise name</Step>

<Step number={5}>Configure each exercise: set count, field types (Reps, Weight, Rest, etc.), target values, and optional custom notes. Each exercise supports up to 4 configurable fields that determine the tracking inputs - if a field like Weight or Reps is not included, clients will not be able to log it for that exercise.</Step>

#### Available exercise fields

| Field | Description |
|-------|-------------|
| Reps | Number of repetitions |
| Weight | Load in kg or lbs |
| Time | Duration in seconds |
| Rest | Rest period in seconds |
| Tempo | Tempo notation |
| Distance | Distance in meters or miles |
| Calories | Calories to burn |
| RPE | Rate of Perceived Exertion (1-10) |
| RIR | Reps in Reserve |
| RPM | Revolutions per minute |
| Speed | Speed setting |
| Duration | Duration in seconds |

<Callout type="tip">The default configuration is Reps / Weight / Rest. Change fields per exercise to match the movement - use Time / Distance for cardio or RPE / RIR for autoregulated training.</Callout>

<Step number={6}>Add **alternative exercises** so clients can swap movements if equipment is unavailable</Step>

<Step number={7}>Add more sections to structure the workout (e.g. Warm-up, Main Lift, Accessory, Cooldown)</Step>

<Step number={8}>Click **Save**</Step>

#### Supersets

Group multiple exercises within a section exercise to create a superset. Exercises in the same group are performed back-to-back. The group is labeled "Superset" by default and can be renamed.

#### Circuit and AMRAP sections

For **Circuit** sections, set the number of **Rounds** and an optional target duration. For **AMRAP** sections, set a **Duration** (time cap) for as many rounds as possible.

---

#### Generating Workouts with AI

<Step number={1}>Click **Add Workout** and switch to the **AI** tab</Step>

<Step number={2}>Enter a **Workout Name** and a **Description** of what you want (exercise count, sets, reps, muscle focus, difficulty, rest periods)</Step>

<Step number={3}>Click **Create Workout**: the AI generates sections and exercises with appropriate structure</Step>

<Step number={4}>Review and edit the generated workout in the builder</Step>

<Callout type="tip">You can paste an existing workout as plain text (e.g. "Bench Press 5x8, Rows 4x10") and the AI will format it into proper sections with fields.</Callout>

---

#### Building a Program

Programs group multiple workouts. When creating a program, choose between **Calendar** and **Fixed**.

<Step number={1}>Navigate to Training > **Programs** tab and click **Add Program**</Step>

<Step number={2}>Enter a name, optional description, and select the program type</Step>

<Step number={3}>Click **Add Program** to open the builder</Step>

#### Fixed programs

Add workouts as tabs in the program builder. Choose **Create New**, **AI**, or **Import** from your library. Reorder by dragging tabs. Assign to a client by importing the program from their Training page.

<Callout type="info">You can assign multiple fixed programs to the same client.</Callout>

#### Calendar templates

Calendar templates use **day numbers** instead of dates. When imported to a client, you pick a start date and day numbers convert to real dates.

<Step number={1}>Create a Calendar program and click **Add Week**</Step>

<Step number={2}>Click any day cell to add a workout</Step>

<Step number={3}>Drag and drop workouts between days to reorganize</Step>

<Step number={4}>Switch between **Week** and **Month** views</Step>

Week management actions:

- **Clear Week**: Remove all workouts but keep the week
- **Delete Week**: Remove the week and shift later weeks back
- **Add Week**: Insert a new empty week slot after the selected week and shift everything else forward

#### Assigning calendar workouts to a client

**Import a template:**

<Step number={1}>Open the client's Training page (Calendar mode) and click **Import**</Step>

<Step number={2}>Select a template and choose a **Start Date**</Step>

<Step number={3}>Click **Import**: workouts are added to the client's calendar</Step>

<Callout type="warning">The start date cannot be in the past. Imported workouts are added alongside existing ones.</Callout>

**Build directly:** Click any date on the client's calendar to create or import a workout for that day.

#### Client Calendar Settings

Open the client's Training Settings > **Calendar Settings** tab.

| Setting | Options |
|---------|---------|
| Workout view range | Current Week, 2 Weeks, 4 Weeks, All |
| Client can reschedule | On / Off, allows clients to drag workouts to different dates |

**Clear Calendar** removes all uncompleted workouts. Completed workouts are preserved.

---

#### Periodisation Planner

Compare and edit exercises across multiple workouts side by side to implement progressive overload.

<Step number={1}>Open a client's training calendar or a calendar template</Step>

<Step number={2}>Click **Periodisation Planner** and select 2+ workouts</Step>

<Step number={3}>Click **Confirm** to open the planner</Step>

<Step number={4}>Edit exercises directly in the spreadsheet view, exercises as rows, workouts as columns</Step>

<Step number={5}>Click **Save** to apply changes</Step>

<Callout type="tip">Completed workouts are highlighted in green and cannot be edited. Use the exercise history button to view a client's past performance for any movement.</Callout>

---

#### Exporting and Organizing

**Exporting**: Programs, workouts, and sections can all be exported and saved to your library.

<Callout type="warning">Calendar programs cannot be duplicated directly to a client. Use the Import Template flow instead.</Callout>

**Folders**: Organize programs into folders from the Programs tab.

**Tags**: Add tags to programs, workouts, and sections for filtering. Tags are workspace-wide and reusable.

---

#### Viewing Client Training Progress

#### Completed Workouts

View a client's completed workout history showing workout name, date, duration, difficulty rating (1-5), workout note, personal records, and summary stats (total volume, sets, reps). Click any entry for the full breakdown with every recorded set.

#### Exercise History

Browse every exercise a client has recorded, sorted by most recent. Click any exercise to see all recorded instances with dates, sets, reps, weight, and personal records.

#### Personal Records

HubFit automatically tracks three PR types per exercise:

| PR Type | Description |
|---------|-------------|
| Max Weight | Heaviest weight lifted on any single set |
| Max Volume | Highest total volume (weight x reps) in one session |
| Estimated 1RM | Estimated one-rep max via the Epley formula: weight x (1 + reps / 30) |

<Callout type="info">PRs are not tracked on the first recorded session for an exercise. The system needs a baseline before detecting improvements.</Callout>

---

#### Workout Studio

Create curated workout collections and share them with clients as on-demand libraries.

<Callout type="info">For a full guide, see the dedicated [Workout Studio](/help/articles/on-demand/workout-studio) article.</Callout>

- Organize workouts into sections with cover images
- Grant individual clients access; clients browse and track workouts on-demand

---

## How Clients Track Workouts

<VideoOverview lessonTitle="Workout Tracker" lessonUrl="https://www.youtube.com/watch?v=Z95lrp3BFSc" videoId="Z95lrp3BFSc" />

When a client opens a workout in the app, they tap **Start Workout** to begin tracking. For each set, the client enters their actual values (reps, weight, etc.). They can swap to an alternative exercise you have added or browse the HubFit exercise library for a replacement, and add notes to any exercise. When finished, they tap **Complete Workout**, rate the difficulty (1-5), add an optional session note, and tap **Save**. You are notified when the workout is completed.

If a client leaves the app mid-workout, a floating progress bar lets them resume where they left off. Their previous performance is shown for each exercise, and personal records (Max Weight, Max Volume, Estimated 1RM) are highlighted when beaten.

<Callout type="tip">You can also track workouts on a client's behalf directly from the coach app, useful for in-person sessions or logging workouts for clients who train offline.</Callout>

---

## Frequently Asked Questions

**How do clients start a workout?**
Clients open the Training section in the app, tap the workout, and tap **Start Workout** to begin tracking.

**Can clients reschedule a workout?**
In Calendar mode, if you have enabled rescheduling, clients can long-press and drag a workout card to move it to a different date. Completed workouts cannot be rescheduled.

**Can clients swap an exercise?**
Yes. Clients can tap the swap icon on any exercise to choose from alternative exercises you have added or browse the HubFit exercise library for a replacement.

**What happens if a client closes the app mid-workout?**
Their progress is saved. A floating progress bar appears when they reopen the app so they can resume where they left off.

**How are personal records tracked?**
HubFit automatically tracks Max Weight, Max Volume, and Estimated 1RM for each exercise. New PRs are highlighted in the client's completed workout summary.

**How can I visually distinguish training phases on the calendar?**
Use Calendar mode and set different cover images on your workouts. The built-in color images in the library work well for this — assign a different color per phase so clients can see at a glance which block they are in.

**What is a Workout Studio?**
Workout Studios are on-demand workout collections you share with clients. There are no scheduled dates, clients can do these workouts whenever and as many times as they want.

**Can clients upload their own training videos?**
No. Clients cannot upload videos directly in the training section. To collect video content from clients (e.g. for form checks), use a check-in form with a Media question type.

**Is there a dedicated cardio section separate from workouts?**
No. Cardio is handled through workouts. Add a cardio workout to the client's program, or create a Workout Studio with cardio workouts that clients can complete any time.

**Can I duplicate a week in a training program?**
No. You can duplicate individual workouts within a program, but not a full week.

**How do I give a training program a cover image?**
Programs do not have their own cover image. The program displays the cover image from its first workout.

**Can I convert a calendar program to a fixed program or vice versa?**
No. You cannot switch a program's type. The recommended approach is to export the workouts to your workout library, then import them into a new program of the other type.

**Can clients log their own workouts or activities outside of what the coach assigns?**
No. Clients can only track workouts assigned to them by the coach. Self-directed activities such as cardio, runs, yoga, swimming, or group fitness classes cannot be logged.

**What is the exercise video file size limit?**
50MB per video file. For longer videos, upload to YouTube and paste the link instead.

**Can I export or download a training program as a PDF?**
No. Exporting training programs as PDF is not supported.

**Can I respond to a client's comment on their completed workout?**
No. Responding to workout comments is not supported. Use Messages to follow up on a client's workout feedback.

**Can clients view their training program on the web?**
Yes. Clients can view their program on the web, but workout tracking is only available in the app.

**Why is the finish button greyed out when completing a workout?**
The client has not selected a workout difficulty rating. This is required before the workout can be saved.

**How do rest times display for clients during workouts?**
Rest times are not shown upfront. When a client marks a set as complete, a rest timer automatically starts with the prescribed rest period.

**Can I view a summary of all clients' training progress at once?**
No. You need to open each client's profile individually to view their training progress.

**Can clients track sets and reps within interval sections?**
No. Interval sections are designed for timed interval workouts and do not support set and rep tracking.

**Can I set different values for individual sets within an exercise?**
No. All sets share the same target values. To specify different targets per set (e.g. 12, 10, 8, 6), use the custom notes field on the exercise — clients see this during tracking. You can also enter comma-separated values in the reps field.

**When swapping an exercise, do the tracking fields update automatically?**
No. Tracking fields are set by the coach and do not change based on the exercise. Swapping a reps/weight exercise for a time-based exercise will keep the original tracking fields.

**Can I view the originally prescribed workout after a client has completed it?**
No. Completed workouts only show the client's logged data, not the original prescribed values.

**Can exercise videos auto-play during workouts for follow-along style?**
Not for regular exercises. However, interval sections do support auto-play videos.

---

### Nutrition

- **Category:** Coaching
- **URL:** https://hubfit.com/help/articles/library/nutrition
- **Description:** Set macro targets, build meal plans, and track client nutrition.
- **Related:** on-demand/recipe-books, library/training

## Nutrition Overview

HubFit gives you a full set of nutrition tools to create meal plans, manage foods, and monitor what your clients are eating.

Your Nutrition page has three tabs:

- **Plans** — Create and manage meal plans for clients or your library
- **Meals** — Build reusable meal templates with recipes and macros
- **Foods** — Create custom foods and share them with clients

From these tabs you can:

- Create structured meal plans or macro-based plans
- Generate plans instantly with the Smart Meal Planner
- Import meals from the HubFit Recipes database
- Build a personal food and meal library
- Share foods directly to your clients' nutrition trackers
- Assign plans to individual clients
- Track client food logs and macro compliance

When you open a client's Nutrition page, you'll see a different set of tabs:

- **Meal Plans** — The plans assigned to this client
- **Nutrition Logger** — Their daily food logs and macro compliance
- **Cronometer Logger** — Synced data from Cronometer (if connected)

---

## Meal Plans

When you create a new plan, you choose one of two plan types:

#### Meal Plan

A structured day of eating with specific meals, foods, portions, and cooking instructions.

Each plan can contain up to **10 meal blocks** (e.g. Breakfast, Lunch, Dinner, Snack). Within each meal block, you can add up to **4 meal options** so your client can choose between alternatives.

Each meal option includes:

- A list of foods with exact quantities and macros
- An optional meal image
- Cooking instructions
- Serving size and assigned servings

<Callout type="tip">Best for clients who want to be told exactly what to eat, meal prep clients, or anyone who prefers structure.</Callout>

#### Macros Plan

A plan based on macro targets rather than specific meals. When you select Macros Plan, you'll see a toggle between two modes:

**Total Macros** — A single set of daily macro targets (protein, carbs, fats). Calories auto-calculate. Add an optional description with guidance for your client.

**Macros by Meal** — Macro targets broken down per meal slot. You can add as many meal slots as you need (e.g. Breakfast, Lunch, Dinner, Snacks), each with its own protein, carbs, and fat targets. Each slot also supports an optional note.

<Callout type="tip">**Total Macros** is best for flexible dieting / IIFYM clients and experienced clients who know how to hit their targets. **Macros by Meal** is best for clients who want guidance on meal distribution but flexibility on food choices.</Callout>

---

#### Creating a Meal Plan

<Step number={1}>Navigate to the Nutrition page (or a client's Nutrition tab)</Step>

<Step number={2}>Click **Add Plan** (or **Add Meal Plan** on a client's page)</Step>

<Step number={3}>Enter a plan name and optional description</Step>

<Step number={4}>Select plan type: **Meal Plan**</Step>

<Step number={5}>Click **Add Plan** — the plan builder opens</Step>

<Step number={6}>Click **Add Meal** to create a meal block</Step>

<Step number={7}>In the Add Meal modal, choose how to add your meal: **Your Library** (import a saved meal), **HubFit Recipes** (browse over 5,000 recipes - import and modify them to make them your own), **Meal AI** (generate a meal with AI), or **Create New** (build from scratch)</Step>

<Step number={8}>Once a meal is added, open it in the Meal Builder to configure: meal name, description, cooking instructions, a meal image, foods with quantities and macros, and servings</Step>

<Step number={9}>To add alternative options, click the add option button on the meal block — up to **4 alternatives** per block</Step>

<Step number={10}>Add up to **10 meal blocks** per plan</Step>

<Step number={11}>Reorder meals using the reposition tool</Step>

<Step number={12}>Review total daily macros displayed at the top of the builder</Step>

<Callout type="tip">Duplicate existing plans to save time. Import plans from your library to a client's profile. Total macros auto-calculate from all foods across all meals. You can edit the plan name and description anytime by clicking the edit button in the plan header.</Callout>

---

#### Creating a Macros Plan

#### Total Macros

<Step number={1}>Click **Add Plan**</Step>

<Step number={2}>Select **Macros Plan**</Step>

<Step number={3}>Click **Add Plan** — the macros builder opens</Step>

<Step number={4}>Make sure the toggle is set to **Total Macros**</Step>

<Step number={5}>Enter daily targets: Carbs (g), Protein (g), Fats (g)</Step>

<Step number={6}>Calories auto-calculate: (Protein x 4) + (Carbs x 4) + (Fats x 9)</Step>

<Step number={7}>Add an optional description</Step>

#### Macros by Meal

<Step number={1}>Click **Add Plan**</Step>

<Step number={2}>Select **Macros Plan**</Step>

<Step number={3}>Click **Add Plan** — the macros builder opens</Step>

<Step number={4}>Toggle to **Macros by Meal**</Step>

<Step number={5}>Click **Add Meal** to create a meal slot</Step>

<Step number={6}>Set a name for each slot (e.g. Breakfast, Lunch, Dinner)</Step>

<Step number={7}>Enter macro targets per slot: Carbs (g), Protein (g), Fat (g)</Step>

<Step number={8}>Calories auto-calculate for each slot</Step>

<Step number={9}>Add optional notes per slot</Step>

<Step number={10}>Total macros for the day are displayed at the top</Step>

---

#### Smart Meal Planner

<VideoOverview lessonTitle="Smart Meal Planner" lessonUrl="https://www.youtube.com/watch?v=WrNuPjDjNvg" videoId="WrNuPjDjNvg" />

The Smart Meal Planner uses HubFit's smart system to generate a complete meal plan from over 5,000 recipes based on your calorie and macro preferences.

#### How to use it

<Step number={1}>Open the Smart Meal Planner from the Plans tab or a client's Nutrition page by clicking **Smart Meal Planner**</Step>

<Step number={2}>Configure your plan (see settings below)</Step>

**Calorie goal** — Set the daily calorie target (default: 2000, range: 800-6000)

**Macro split** — Choose a preset or set custom percentages:

| Preset | Carbs | Protein | Fats |
|--------|-------|---------|------|
| Balanced | 40% | 30% | 30% |
| High Protein | 30% | 40% | 30% |
| Low Carb | 20% | 40% | 40% |
| Keto | 5% | 25% | 70% |
| Low Fat | 55% | 25% | 20% |
| Custom | Your own percentages (must total 100%) |

**Total meals** — Choose the number of meals: 3, 4, 5, or 6. Each option distributes calories across meal slots:

| Structure | Distribution |
|-----------|-------------|
| 3 Meals | Breakfast 30%, Lunch 35%, Dinner 35% |
| 4 Meals | Breakfast 25%, Lunch 30%, Snack 15%, Dinner 30% |
| 5 Meals | Breakfast 20%, Morning Snack 10%, Lunch 30%, Afternoon Snack 10%, Dinner 30% |
| 6 Meals | Breakfast 17%, Morning Snack 8%, Lunch 25%, Afternoon Snack 8%, Dinner 25%, Evening Snack 17% |

**Options per meal** — Choose 1 to 4 alternatives per meal slot

**Dietary restrictions** (optional) — Filter by: Keto, Vegetarian, Vegan, Pescatarian, Gluten-Free, Dairy-Free, Nut-Free, Paleo

<Step number={3}>Click **Generate Plan**</Step>

<Step number={4}>Review the generated plan with full recipes and macros</Step>

<Step number={5}>Swap any individual meal you don't like — the planner will find an alternative that fits your macro targets</Step>

<Step number={6}>Use **Regenerate** to generate an entirely new plan</Step>

<Step number={7}>Enter a plan name (auto-generated as "[calories] kcal [split] Plan")</Step>

<Step number={8}>Click **Save Plan**</Step>

---

## Food and Meal Library

Your Food Library lets you create custom foods that you can use in meal plans or share with clients.

#### Creating a food

<Step number={1}>Navigate to Nutrition > **Foods** tab</Step>

<Step number={2}>Click **Add Food**</Step>

<Step number={3}>Enter the food details: **Name**, **Serving size**, **Serving unit** (grams, ounces, cups, qty, scoops, tsp, tbsp, ml, oz), **Macros** (carbs, protein, fats in grams), and optional **Notes**</Step>

<Step number={4}>Calories auto-calculate from the macros</Step>

<Step number={5}>Click **Add Food** to save</Step>

<VideoOverview lessonTitle="Share Your Food Library with Clients" lessonUrl="https://www.youtube.com/watch?v=RwrdGn3MCOI" videoId="RwrdGn3MCOI" />

#### Sharing foods with clients

<Step number={1}>On the Foods tab, click **Food Access**</Step>

<Step number={2}>The Food Access modal shows two panels: **Your Foods** (private to you) and **Shared** (visible to your clients)</Step>

<Step number={3}>Click any food on the left to move it to the Shared panel</Step>

<Step number={4}>Use **Share all** to share your entire food library at once</Step>

<Step number={5}>To remove access, hover over a shared food and click the delete button, or use **Remove all**</Step>

<Step number={6}>Shared foods appear in your clients' nutrition tracker under the **Coach Foods** tab, marked with a gold badge</Step>

---

#### Managing Your Meal Library

Your Meal Library stores reusable meal templates that you can import into any client's meal plan.

<Step number={1}>Navigate to Nutrition > **Meals** tab</Step>

<Step number={2}>Click **Add Meal** to create a new meal</Step>

<Step number={3}>Choose how to add your meal: **HubFit Recipes** (browse over 5,000 recipes - import and modify them to make them your own), **Meal AI** (generate with AI), or **Create New** (build from scratch)</Step>

<Step number={4}>Configure meals with ingredients, cooking instructions, images, and macro breakdowns</Step>

<Step number={5}>Meals saved to your library can be imported into any client's meal plan - when in the meal plan builder, select **Your Library** to browse and add your saved meals</Step>

<Callout type="info">You can duplicate, edit, or delete meals at any time. Meals can also be added to Recipe Books.</Callout>

---

#### HubFit Recipes

<VideoOverview lessonTitle="HubFit Recipe Library (5,000+ Recipes)" lessonUrl="https://www.youtube.com/watch?v=eF-NBNV9dFU" videoId="eF-NBNV9dFU" />

HubFit Recipes is a built-in database of over 5,000 recipes, each with cooking instructions, images, individual foods with macros, and dietary info tags. You can import any recipe into your Meal Library or use them directly in meal plans.

#### How to access

<Step number={1}>Navigate to Nutrition > **Meals** tab</Step>

<Step number={2}>Click **Explore Recipes**</Step>

#### Searching and filtering

**Search** — Type a recipe name in the search bar

**Quick filters** (pill buttons) — Breakfast, Lunch, Dinner, Snack, Side, Dessert, Smoothie/Shake, Pre-workout, Post-workout

**Advanced filters** (via the Filters button):

| Category | Options |
|----------|---------|
| Diet | Vegetarian, Vegan, Gluten-free, Dairy-free, Keto, Paleo, High protein, Low carb, Low calorie, Low fat, Low sugar, High fiber, High fat, Nut-free, Pescatarian, Whole30 |
| Difficulty | Easy, Medium, Hard |
| Cuisine | American, Mediterranean, Asian, Mexican, Italian, Indian, Middle Eastern, British |
| Tags | Quick, One pot, No cook, High volume, Bulk friendly, Cut friendly |

**Sort by** — A-Z, Cal: Low-High, Cal: High-Low, Most Protein

#### Importing a recipe

<Step number={1}>Click on any recipe to view its details — ingredients, instructions, macros, and nutrition label</Step>

<Step number={2}>Click the import button to save it to your Meal Library</Step>

<Step number={3}>Use imported recipes in meal plans or recipe books</Step>

---

## Recipe Books

Recipe Books let you create curated recipe collections from your Meal Library and share them with clients. You can organize recipes into sections, choose display formats, and grant or revoke access per client.

<Callout type="info">For a full guide on creating, sharing, and managing Recipe Books, see the dedicated [Recipe Books](/help/articles/on-demand/recipe-books) article.</Callout>

---

## Macro Targets and Client Nutrition

Macro targets set daily nutritional goals that appear in your client's nutrition tracker.

<Callout type="warning">Macro targets and macro plans are different features. A **Macros Plan** (created from the Meal Plans tab) is a nutrition plan you assign to a client. **Macro Targets** (set from the Nutrition Logger tab) are the daily goals that appear in the client's nutrition tracker and are used to track compliance. Creating a macros plan does not automatically set macro targets in the tracker - you must set them separately from the **Nutrition Logger > Macros Target** button.</Callout>

#### How to set targets

<Step number={1}>Go to the client's Nutrition page > **Nutrition Logger** tab</Step>

<Step number={2}>Click **Macros Target**</Step>

<Step number={3}>The Set Macros Target modal opens</Step>

<Step number={4}>Choose the target type: **Daily** (same targets every day) or **Rest Days** (different targets for rest days)</Step>

<Step number={5}>Enter targets: Carbs (g), Protein (g), Fats (g)</Step>

<Step number={6}>Calories auto-calculate</Step>

#### Rest Day Macros

When you select **Rest Days**:

<Step number={1}>Enter your standard macro targets (training days)</Step>

<Step number={2}>Enter separate targets for rest days: Rest Day Carbs, Rest Day Protein, Rest Day Fats, Rest Day Calories</Step>

<Step number={3}>Select which days of the week are rest days (Mon, Tue, Wed, Thu, Fri, Sat, Sun)</Step>

<Step number={4}>Click **Update Macros** to save</Step>

Your client's tracker will automatically show the correct targets based on the day of the week.

<Callout type="info">To remove targets entirely, click **Unset Macros**.</Callout>

---

#### Viewing Client Nutrition Logs

You can review what your clients are eating from the Nutrition Logger tab on their profile.

<Step number={1}>Go to the client's Nutrition page > **Nutrition Logger** tab</Step>

<Step number={2}>The weekly overview shows: a **macro line chart** tracking compliance over the selected week, **weekly navigation** to browse previous weeks, and a **daily meal grid** breaking down each day's logged meals</Step>

<Step number={3}>Click any day to see the detailed log: individual meals (Breakfast, Lunch, Dinner, Snacks), each food logged with portion sizes and macros, total macros for the day vs. targets (if set), and daily notes (if the client added any)</Step>

---

#### Cronometer Integration

<VideoOverview lessonTitle="Cronometer Integration" lessonUrl="https://www.youtube.com/watch?v=vxTJ6VEJtAY" videoId="vxTJ6VEJtAY" />

HubFit integrates with Cronometer as an alternative to the built-in nutrition tracker. Clients who prefer Cronometer can connect their account and have their nutrition data sync to HubFit automatically.

#### How clients connect

Clients go to **Settings > Integrations** in the app, find Cronometer, and sign in to authorize HubFit. Once connected, their Cronometer diary syncs to HubFit.

#### Coach view

Once a client has connected Cronometer, a **Cronometer Logger** tab appears on the client's Nutrition page. You can view their synced meals and macros in the same weekly format as the standard Nutrition Logger.

<Callout type="warning">Cronometer and the HubFit in-app nutrition tracker are separate systems. Cronometer data does not sync to the HubFit tracker and vice versa. Cronometer data can only be viewed from the coach side via the Cronometer Logger tab.</Callout>

---

## Nutrition Tracker

<VideoOverview lessonTitle="In-App Nutrition Tracker" lessonUrl="https://www.youtube.com/watch?v=id7hhHbfJ_8" videoId="id7hhHbfJ_8" />

The nutrition tracker lets clients log everything they eat and track daily macro intake. Clients can search a food database, scan barcodes, create custom foods, save reusable meals, and log meals directly from their coach-assigned meal plan.

#### How clients log food

Clients tap the **Add Food** button on any meal block (Breakfast, Lunch, Dinner, Snacks) and choose from: **All** (search the full database), **My Meals** (saved meals), **My Foods** (custom foods), or **Coach Foods** (foods you have shared). They select a food, choose a serving size, adjust servings, and confirm. Daily totals update automatically.

Clients can also **Copy Previous Day** to duplicate yesterday's log, **Reset Day Log** to clear all entries, or view a **Macros Breakdown** for a detailed daily summary.

#### Logging meals from a meal plan

Clients can log a coach-assigned meal directly to the tracker instead of adding each food individually. They open the meal from the **Meal Plans** tab, tap **Log Meal**, adjust servings if needed, and confirm.

#### Barcode scanning

Clients can tap the barcode icon when adding food and point the camera at a food package. The app fetches the nutritional information automatically. If a barcode is not recognized, they can create a custom food entry or enter the barcode number manually.

#### Custom foods and saved meals

Clients can create custom foods with full macro details from the **My Foods** tab. They can also save combinations of foods as reusable meals from the **My Meals** tab - useful for meals they eat regularly.

---

## Frequently Asked Questions

**What is the difference between a Macros Plan and Macro Targets?**
A Macros Plan is a nutrition plan you assign to a client from the Meal Plans tab. Macro Targets are the daily goals that appear in the client's nutrition tracker, set from the Nutrition Logger tab. Creating a macros plan does not automatically set macro targets in the tracker - you must set them separately.

**Why are my client's macro targets not showing in the tracker?**
Macro targets must be set from the client's **Nutrition Logger** tab using the **Macros Target** button. If you only created a Macros Plan from the Meal Plans tab, the targets will not appear in the tracker.

**Can clients use Cronometer instead of the HubFit tracker?**
Yes. Clients can connect their Cronometer account from **Settings > Integrations** in the app. Their Cronometer nutrition data syncs to HubFit automatically, and you can view it from the Cronometer Logger tab on the client's profile.

**Does Cronometer data count toward nutrition challenges?**
No. Nutrition challenge progress only counts food logged through the HubFit in-app nutrition tracker. Cronometer data does not count.

**How do I share my custom foods with clients?**
Go to the **Foods** tab, click **Food Access**, and move foods from the Your Foods panel to the Shared panel. Shared foods appear in your clients' tracker under the **Coach Foods** tab.

**Can clients scan barcodes to log food?**
Yes. Clients can tap the barcode icon when adding food to scan packaged items. If a barcode is not recognized, they can create a custom food entry manually.

**How do rest day targets work?**
When you set rest day macros, the tracker automatically shows the correct targets based on the day of the week. Clients do not need to switch anything - training day targets appear on training days and rest day targets appear on rest days.

**Can clients log food for previous days?**
Yes. The tracker has a date selector that lets clients log food for any day, not just today.

**Can clients upload photos of meals in the nutrition tracker?**
No. The nutrition tracker does not support meal photos from the client side. Coaches can add images to meals they create from the web. For food journal photo tracking, use a check-in form with a Media question type.

**Is the food database available in languages other than English?**
The food database is only available in English. The barcode scanner picks up foods in any language, but they are displayed in the language they were originally stored in. You can also create custom foods in any language and share them with clients using the **Food Access** settings.

**Is the Smart Meal Planner available in languages other than English?**
No. The Smart Meal Planner only supports English as it uses HubFit's recipe library, which is English-only.

**Can I enable food tracking without showing clients calorie and macro numbers?**
No. There is no way to hide calories and macros from clients when the nutrition tracker is enabled.

**Can I export or download a meal plan as a PDF?**
No. Exporting meal plans as PDF is not supported.

---

### Forms

- **Category:** Coaching
- **URL:** https://hubfit.com/help/articles/library/forms
- **Description:** Build intake forms, check-ins, and questionnaires for your clients.
- **Related:** main/clients, automations/onboarding-flow

## Forms Overview

Forms let you build check-ins and questionnaires to collect structured information from your clients on a recurring or one-off basis. The Forms page has two tabs:

- **Check-Ins**: Recurring forms sent to individual clients on a schedule (daily, weekly, bi-weekly, or monthly)
- **Questionnaires**: One-off forms stored in your library and assigned to one or more clients

From these tabs you can:

- Create new check-in forms and questionnaire forms from scratch
- Start from a pre-built template
- Import forms from your library to a client
- Set automated reminder schedules
- Duplicate or delete existing forms

When you open a client's profile and navigate to their Check-Ins section, you'll see a different set of tabs:

- **Assigned**: The check-in forms currently assigned to this client, with their schedule and next due date
- **Submissions**: Every response the client has submitted, with review status

---

## Understanding Form Types

HubFit has two distinct form types, each designed for a different purpose.

#### Check-In

A recurring form assigned to a specific client. Check-ins are tied to a schedule so the client receives reminders at the cadence you set. Each check-in belongs to one client and tracks submissions over time.

When you import a check-in from your library or a template, it creates an independent copy for that client. You can customise the questions and schedule per client without affecting the original template or other clients.

Use check-ins for:

- Daily accountability logs
- Weekly progress reviews
- Bi-weekly or monthly deep dives
- Any recurring data collection from a single client

<Callout type="tip">Check-ins support scheduling and automated push notification reminders. When a client submits a check-in, it appears in your Check-Ins dashboard for review.</Callout>

#### Questionnaire

<VideoOverview lessonTitle="Questionnaires Overview" lessonUrl="https://www.youtube.com/watch?v=RS29IWzH9zU" videoId="RS29IWzH9zU" />

A one-off form stored in your library and assigned to one or more clients at a time. Questionnaires do not have schedules or reminders, they are sent once, and the client completes them at their own pace. Once submitted, the client is automatically unassigned from the questionnaire.

Use questionnaires for:

- Client onboarding and intake forms
- PAR-Q health screenings
- Goal planning questionnaires
- Feedback surveys and testimonials

<Callout type="info">Unlike check-ins, questionnaires stay linked to your library. Changes you make to a questionnaire are reflected across all clients who have not yet submitted it.</Callout>

---

## Question Types

When building a form, you choose from a set of question types. Each type controls how the client answers the question and how the data is captured.

#### Standard Question Types

| Type | Description | Client Input |
|------|-------------|-------------|
| **Text** | Free-form text response | Small or long text field |
| **Number** | Numeric value | Integer, float, or decimal input |
| **Multiple Choice** | Predefined options (single or multi-select) | Radio buttons or checkboxes (up to 10 options) |
| **Scale (1-10)** | Numeric scale from 1 to 10 | Slider or number selector |
| **Yes/No** | Binary toggle | Yes or No |
| **Media** | Photos or videos | Upload 1-5 files (configurable) |
| **Date** | Calendar date | Date picker |
| **Star Rating** | Rating from 1 to 5 stars | Star selector |
| **Signature** | Digital signature capture | Draw-to-sign pad |

#### Synced Question Types

Synced question types automatically push data into other areas of the client's profile when they submit a response.

| Type | Description | Sync Behavior |
|------|-------------|--------------|
| **Progress Photos** | Front, back, and side photos | Syncs to the client's photo gallery |
| **Metric** | Numeric value tied to a specific metric | Syncs to the client's Metrics section |

<Callout type="tip">Use the **Metric** question type to auto-log data points like weight or waist circumference. The answer is written directly to the client's metric history, so you do not need to enter it manually.</Callout>

---

## Creating a Check-In Form

Check-in forms are created either from your Forms library (to use as a template) or directly on a client's profile (to assign immediately).

#### From the Forms page (library)

<Step number={1}>Navigate to **Forms** > **Check-Ins** tab</Step>

<Step number={2}>Click **Add Check-In**</Step>

<Step number={3}>In the modal, you'll see two tabs: **New Check-In** (build from scratch) and **Check-In Templates** (start from a pre-built template)</Step>

<Step number={4}>On the New Check-In tab, enter a **Form Name** and optional **Description**</Step>

<Step number={5}>Optionally select a **Cover Image** by clicking the image thumbnail</Step>

<Step number={6}>Click **Add Check-In** to create the form</Step>

<Step number={7}>The form builder opens — add your questions, choose question types, and configure each one</Step>

#### From a client's profile

<Step number={1}>Open a client's profile and navigate to their **Check-Ins** section</Step>

<Step number={2}>Click **Add Check-In**</Step>

<Step number={3}>In the modal, you'll see three tabs: **New Check-In** (build from scratch), **Your Library** (import an existing check-in from your library), and **Check-In Templates** (start from a pre-built template)</Step>

<Callout type="info">Importing a check-in creates an independent copy for the client. You can edit the questions and schedule for each client individually without affecting the template or other clients.</Callout>

---

## Creating a Questionnaire

Questionnaires live in your Forms library and are assigned to clients from their profile.

<Step number={1}>Navigate to **Forms** > **Questionnaires** tab</Step>

<Step number={2}>Click **Add Questionnaire**</Step>

<Step number={3}>In the modal, choose between **New Questionnaire** (build from scratch) or **Questionnaire Templates** (start from a pre-built template)</Step>

<Step number={4}>Enter a **Form Name** and optional **Description**</Step>

<Step number={5}>Optionally select a **Cover Image**</Step>

<Step number={6}>Click **Add Questionnaire** to create the form</Step>

<Step number={7}>The form builder opens, add your questions the same way as check-ins</Step>

<Callout type="warning">Questionnaires cannot be created directly on a client's profile. They must be created in your library first, then assigned to clients.</Callout>

---

## Using Form Templates

HubFit provides pre-built templates for both check-ins and questionnaires. When creating a form, switch to the **Templates** tab to browse and select one. Templates come with questions pre-filled — you can customise them after importing.

---

## Setting a Check-In Schedule

Schedules control when your client receives push notification reminders to fill out their check-in. Only check-in forms support scheduling (questionnaires do not).

<Step number={1}>Open a check-in form in the form builder</Step>

<Step number={2}>Click **Schedule**</Step>

<Step number={3}>Choose a **Reminder Frequency**: Daily, Weekly, Bi-weekly, or Monthly</Step>

<Step number={4}>Configure the frequency-specific settings (see table below)</Step>

<Step number={5}>Set the **Time** the reminder should be sent (in 5-minute increments, 24-hour format)</Step>

<Step number={6}>Click **Save** to apply the schedule</Step>

#### Schedule Frequency Options

| Frequency | Configuration | How It Works |
|-----------|--------------|-------------|
| **Daily** | Select one or more days of the week | Reminder fires on every selected day (e.g. Mon-Fri only, or all 7 days) |
| **Weekly** | Select one day of the week | Reminder fires once per week on the chosen day |
| **Bi-weekly** | Select one day of the week + choose **Week 1 & 3** or **Week 2 & 4** | Reminder fires every other week based on the week-of-month pattern |
| **Monthly** | Choose **Start of month**, **End of month**, or **Specific day** (1st-28th) | Reminder fires once per month on the chosen date |

<Callout type="info">Reminders are sent as push notifications to the client's mobile device. The schedule respects the client's timezone. If the client's timezone is not set, it defaults to Europe/London.</Callout>

<Callout type="tip">To remove a schedule, open the Schedule modal and click the active frequency button to deselect it. This clears the schedule entirely.</Callout>

---

## Assigning Questionnaires to Clients

Questionnaires are assigned from a client's Overview tab.

<Step number={1}>Open a client's profile</Step>

<Step number={2}>On the **Overview** tab, find the **Questionnaires** row in Client Details</Step>

<Step number={3}>Click the **+** button</Step>

<Step number={4}>Select one or more questionnaires from your library</Step>

The client receives a notification when a questionnaire is assigned. Assigned questionnaires appear as buttons on the Overview — incomplete ones are plain, completed ones show a checkmark. Click any questionnaire to view the client's responses.

Once submitted, the questionnaire is automatically marked as complete. To unassign a questionnaire before the client submits it, click on it and select **Unassign Questionnaire**.

---

## Duplicating Forms

You can duplicate any check-in or questionnaire to create a copy with the same questions.

<Step number={1}>On the Check-Ins or Questionnaires tab, find the form you want to duplicate</Step>

<Step number={2}>Click the three-dot menu on the form row</Step>

<Step number={3}>Select **Duplicate**</Step>

<Step number={4}>Enter a name for the copy</Step>

<Step number={5}>Click **Duplicate** to create the copy</Step>

---

## Reviewing Check-In Submissions

When a client submits a check-in, it appears in your **Check-Ins** dashboard. The dashboard shows all submissions across your clients, grouped by review status.

#### The Check-Ins Dashboard

The Check-Ins page (accessible from the sidebar) displays a table of all recent check-in submissions with:

- **Client**: Who submitted the check-in
- **Check In**: The name of the form
- **Submitted At**: When it was submitted (relative time, e.g. "2 hours ago")
- **Status**: Either "Pending" (orange) or "Reviewed" (blue)
- **Assigned To**: Which team member is responsible for this client (if team members are enabled)

You can filter and sort the dashboard using:

- **Search**: Filter by client name or check-in name
- **Submitted**: Filter by time range (Last 7 days, Last 14 days, Last 30 days, All time)
- **Sort by**: Latest Check-Ins or Oldest Check-Ins
- **Assigned to**: Filter by team member (or show unassigned clients)

#### Reviewing a submission

<Step number={1}>Click on any submission row to open it</Step>

<Step number={2}>Review the client's answers, text responses, numbers, photos, ratings, and metric values are all displayed inline</Step>

<Step number={3}>Write a **Review Comment** in the review field, this is visible to the client and sent via email and push notification</Step>

<Step number={4}>Click **Save Review** to mark the submission as reviewed</Step>

When you save a review:

- The submission status changes from "Pending" to "Reviewed"
- The client receives a push notification with your comment
- The client receives an email with your review
- Your review progress updates in the dashboard

<Callout type="tip">Include links in your review comment, such as Loom video links, to provide richer feedback. Links are automatically made clickable for the client.</Callout>

---

## Viewing Submission History

You can view a client's full submission history for any check-in form, and compare answers over time.

#### Browsing submissions

<Step number={1}>Open a client's profile and navigate to **Check-Ins** > **Submissions**</Step>

<Step number={2}>The left panel lists all submissions, showing the form name, date, and review status</Step>

<Step number={3}>Click any submission to view its full details in the right panel</Step>

<Step number={4}>Reviewed submissions show a "Reviewed" tag; submissions with a coach note show a "Note" tag</Step>

#### Comparing check-ins

<Step number={1}>From a client's check-in section, click the **Compare Check-Ins** button</Step>

<Step number={2}>The compare view shows answer history for each question across multiple submissions, allowing you to track trends in numeric answers, scale ratings, and text responses over time</Step>

---

## Managing Forms on a Client's Profile

When you open a client's profile and navigate to their Check-Ins section, you have access to both assigned forms and past submissions.

#### Assigned tab

The Assigned tab shows all check-in forms currently assigned to the client. Each row displays:

- **Form**: Name and question count
- **Schedule**: The reminder frequency (e.g. "Daily (weekdays)", "Weekly on Mon", "Monthly (1st)")
- **Next Due**: The next scheduled reminder date

From this tab you can:

- Click a form to open the form builder and edit questions
- Edit the form name, description, or cover image
- Delete a form from the client's assigned list

#### Submissions tab

The Submissions tab shows every response the client has submitted. Click any submission to view the full response, including your review notes (if any). You can also delete individual submissions from this view.

---

## How Clients Use Forms

Clients interact with forms through the mobile app. Here is what to expect from their side so you can guide them.

**Questionnaires.** When you assign a questionnaire, it appears as a task on the client's Dashboard. The client taps it, answers each question, and submits. Once submitted, it is marked as complete.

**Check-ins with a schedule.** When a scheduled check-in is due, it appears as a task on the client's Dashboard and they receive a push notification. The client taps it, fills it in, and submits. If they miss the scheduled date, the task stays on the Dashboard and shows as overdue until the next check-in is due. They can also submit it at any time from their Profile tab (see below).

**Check-ins without a schedule.** You do not have to set a schedule on a check-in. If there is no schedule, the check-in will not appear as a task on the Dashboard. Instead, the client submits it manually from their Profile tab whenever they are ready.

**Profile tab.** Clients can always view all their assigned check-ins from the Check-Ins section on their Profile tab. This is where they go to fill in a check-in at any time — whether it is scheduled, overdue, or has no schedule at all. This also allows clients to backfill missed check-ins.

**After submission.** You are notified immediately. Any synced question types update automatically — progress photos land in the client's photo gallery and metric answers write to their metric history. When you review and leave a comment, the client receives a push notification and email with your feedback.

---

## Frequently Asked Questions

**Can clients edit their answers after submitting?**
No, submissions are final. You can ask the client to fill out the form again.

**What happens when a client misses a scheduled check-in?**
The task stays on the client's Dashboard and shows as overdue until the next check-in is due. For example, a weekly check-in due on Monday will show as overdue until the following Monday. The client can also always submit from their Profile tab to backfill.

**Can I assign the same questionnaire to multiple clients?**
Yes. Questionnaires live in your library and can be assigned to as many clients as needed.

**Do changes to a questionnaire affect clients who already have it assigned?**
Yes. Edits to a questionnaire in your library apply to all clients who have not yet submitted it.

**Why did my new client receive a check-in straight away?**
Check-in schedules are synced across your workspace, so all clients with the same schedule submit on the same days. This keeps your review workflow predictable — instead of receiving check-ins scattered across every day of the week, they arrive together on set days. For example, if you set a bi-weekly check-in for every 1st and 3rd Monday, and a new client joins on a Sunday, they will receive their first check-in the very next day because that Monday is already a scheduled date for your workspace.

**What is the difference between a check-in and a questionnaire?**
Check-ins are recurring forms with a schedule and reminders. Importing a check-in creates an independent copy per client, so you can customise it for each person. Questionnaires are one-off forms that stay linked to your library and are assigned to one or more clients at a time.

**Can I see which clients have overdue check-ins without opening each profile?**
No. There is no overview screen for overdue check-ins across all clients. You need to open each client's profile to check their submission status.

**How does my feedback on a check-in reach the client?**
Your response is attached to the check-in submission. The client receives a push notification and an email, and can view your feedback directly on that submission in the app. Clients cannot reply to check-in feedback.

**Can I delete a client's check-in submission?**
No. Only the client can delete their own submissions from the app.

---

### Habits

- **Category:** Coaching
- **URL:** https://hubfit.com/help/articles/library/habits
- **Description:** Track daily habits to drive adherence and long-term results.
- **Related:** main/clients, manage/challenges

## Habits Overview

HubFit's habit tracking system lets you create measurable habits, assign them to clients, and monitor compliance over time. Habits drive daily accountability and give you visibility into the behaviours that sit behind your clients' results.

As a coach you have two main areas for working with habits:

- **Habits Library**: Your personal library of habit templates, accessible from the sidebar
- **Client Habits**: Habits assigned to a specific client, accessible from their profile

From these areas you can:

- Create new habits from scratch or from the HubFit Library
- Assign habits to individual clients with start and end dates
- Set goals with flexible frequency and unit options
- Configure push notification reminders
- Track client entries, streaks, and completion rates
- Review weekly habit compliance in the Overview tab

---

## Understanding Habit Settings

Before creating your first habit, it helps to understand the settings that define how a habit works.

#### Emoji and Name

Every habit has an emoji icon and a name. The emoji appears alongside the habit everywhere, in the coach dashboard, the client app, reminders, and the weekly overview table.

#### Description

An optional text field for additional context. Use it to explain how the client should track the habit, what counts as a completion, or any other instructions.

#### Goal, Unit, and Frequency

The goal defines the target value the client needs to reach within a given period. You configure three things together:

| Setting | What it controls | Example |
|---------|-----------------|---------|
| **Goal** | The numeric target | `10000` |
| **Goal Unit** | The unit of measurement | `steps` |
| **Frequency** | How often the goal resets | `Day` |

Combined, these produce a readable goal string like "Complete 10000 steps every day".

**Available goal units:**

| Unit | Label |
|------|-------|
| `steps` | Steps |
| `min` | Minutes |
| `times` | Times |
| `count` | Count |
| `drink` | Drinks |
| `cups` | Cups |
| `m` | Metres |
| `km` | Kilometres |
| `mile` | Miles |
| `sec` | Seconds |
| `hour` | Hours |
| `ml` | Millilitres |
| `liters` | Litres |
| `oz` | Ounces |
| `cal` | Calories |
| `g` | Grams |
| `mg` | Milligrams |

**Available frequency options:**

| Frequency | Goal resets | How completion works |
|-----------|-----------|---------------------|
| **Day** | Every day | The client must hit the goal target each individual day |
| **Week** | Every Monday | Entries across the week are accumulated; the goal is met when the weekly total reaches the target |

<Callout type="info">The frequency cannot be changed after a habit is created. If you need to switch a habit from daily to weekly (or vice versa), delete the existing habit and create a new one.</Callout>

#### Days

When the frequency is set to **Week**, you select which days of the week the habit is active. All seven days are selected by default. For **Day** frequency, every day is automatically included.

#### Start Date and End Date

When assigning a habit to a client, you set a start date (required) and optionally an end date. If no end date is set, the habit runs indefinitely.

- Habits that have not started yet display a "Starts on [date]" tag
- Habits that have ended display an "Ended on [date]" tag
- Only active habits (started and not ended) allow new entries

#### Habit Duration (Library Only)

When creating a habit in your library (not directly on a client), you can set a duration in days. When you later assign the library habit to a client, the end date auto-calculates from the start date plus the specified duration.

#### Reminders

You can enable a push notification reminder for any habit assigned to a client. When enabled, you configure:

- **Reminder Time**: The time the notification should be sent (in the client's local timezone)
- **Reminder Message**: The notification body text (e.g. "Time to drink water")

<Callout type="tip">Include the habit emoji in the reminder message for instant visual recognition. For example: "Time to drink water" becomes much more recognisable as a push notification.</Callout>

---

## Creating a Habit in Your Library

Your Habits Library stores reusable habit templates. When you assign a habit to a client, you can pull from this library instead of building from scratch each time.

<Step number={1}>Navigate to the **Habits** page from the sidebar</Step>

<Step number={2}>Click **Add Habit**</Step>

<Step number={3}>The habit editor modal opens on the **New Habit** tab</Step>

<Step number={4}>Choose an emoji by clicking the emoji button, then enter a habit name</Step>

<Step number={5}>Add an optional description</Step>

<Step number={6}>Set the **Goal**, select a **Goal Unit** from the dropdown, and choose the frequency (**Daily** or **Weekly**)</Step>

<Step number={7}>If the frequency is Weekly, select which days of the week the habit is active</Step>

<Step number={8}>Optionally enable **Set Habit Duration** and enter the number of days (e.g. 30)</Step>

<Step number={9}>Toggle **Set Reminder** on or off. If enabled, set the reminder time and message</Step>

<Step number={10}>Click **Add Habit** to save the habit to your library</Step>

<Callout type="info">Library habits are workspace-level templates. They are not assigned to any client until you explicitly assign them.</Callout>

---

## Using the HubFit Library

HubFit includes a built-in library of pre-configured habit templates across five categories. You can use these as a starting point and customise them before saving.

<Step number={1}>Open the habit editor modal (click **Add Habit** from the Habits page or a client's Habits tab)</Step>

<Step number={2}>Click the **HubFit Library** tab</Step>

<Step number={3}>Browse habits by category: **Most Popular**, **Lifestyle**, **Healthy**, **Mental**, and **Life**</Step>

<Step number={4}>Click any habit to pre-fill the editor with its settings</Step>

<Step number={5}>Customise the name, goal, unit, reminder, or any other field</Step>

<Step number={6}>Click **Add Habit** to save</Step>

---

## Assigning a Habit to a Client

<Step number={1}>Open the client's profile and navigate to the **Habits** tab</Step>

<Step number={2}>Click **New Habit**</Step>

<Step number={3}>The habit editor modal opens with three tabs: **New Habit**, **Your Library**, and **HubFit Library**</Step>

<Step number={4}>Choose a source: create from scratch on the New Habit tab, select from Your Library (your saved habits), or pick from the HubFit Library</Step>

<Step number={5}>Configure all habit settings (emoji, name, goal, unit, frequency, days)</Step>

<Step number={6}>Set the **Start Date**. Optionally toggle on an end date and select the date range</Step>

<Step number={7}>Configure reminders if desired, then click **Add Habit**</Step>

The client receives a notification that a habit has been assigned. The habit immediately appears in their Habits tab and on the mobile app.

<Callout type="tip">When you select a habit from Your Library that has a duration set (e.g. 30 days), the end date auto-calculates. You can still adjust it before saving.</Callout>

---

## Editing and Deleting Habits

#### Editing a habit

<Step number={1}>On a client's Habits tab, select the habit from the left panel</Step>

<Step number={2}>Click **Edit Habit** in the header</Step>

<Step number={3}>Modify any setting except the frequency (Day/Week cannot be changed after creation)</Step>

<Step number={4}>Click **Update Habit**</Step>

<Callout type="info">When you change a habit's goal, HubFit keeps a history of previous goals. This ensures that completion calculations for past periods use the goal that was active at the time, not the current goal.</Callout>

#### Editing a library habit

<Step number={1}>On the Habits page, click any row in the table</Step>

<Step number={2}>Update the settings</Step>

<Step number={3}>Click **Update Habit**</Step>

#### Deleting a habit

<Step number={1}>Open the habit editor (click the habit row in the library, or click Edit Habit on a client's habit)</Step>

<Step number={2}>Click the **Delete** button at the bottom of the modal</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a client habit permanently removes all entry history and streaks for that habit. This action cannot be undone.</Callout>

---

## Logging Entries on Behalf of a Client

Coaches can log habit entries directly from the client's Habits tab on the web dashboard.

<Step number={1}>Open the client's Habits tab and select a habit</Step>

<Step number={2}>In the right panel, you'll see a completion calendar. Click any date to open the entry modal</Step>

<Step number={3}>Enter the value (numeric) and confirm the date, then click **Log Entry** to save</Step>

To edit an existing entry, click the pencil icon next to it in the entry list, or click the date on the calendar.

To delete an entry, open it for editing and click **Delete**.

---

## Viewing Client Habit Progress

When you open a client's Habits tab, you see two sub-tabs: **Habits** and **Overview**.

#### Habits Tab

The Habits tab has a split-panel layout:

**Left panel**: Lists all habits assigned to the client. Each row shows the emoji, name, goal summary, and current streak (fire icon). Habits that have not started or have ended display status tags.

**Right panel**: Shows detailed data for the selected habit:

- **Metric cards**: Current Streak (days), Longest Streak (days), Completed (total completions), and Completion Rate (percentage)
- **Completion calendar**: A monthly calendar view with progress rings on each day. Full rings (primary colour) indicate the goal was met. Partial rings (amber) indicate a logged entry that did not meet the goal. Navigate months using the arrow buttons
- **Entry log**: A chronological list of all entries for the selected month, showing the value, unit, and date. Click any entry to edit it

#### Overview Tab

The Overview tab displays a weekly compliance table across all of the client's habits.

<Step number={1}>Switch to the **Overview** tab</Step>

<Step number={2}>Use the week picker to select the week you want to review</Step>

<Step number={3}>Review the table: each row is a habit, each column is a day of the week (Mon-Sun), plus an average column</Step>

Each cell shows the logged value for that day and a progress ring:

| Ring state | Colour | Meaning |
|-----------|--------|---------|
| Full ring | Primary (blue) | Goal met for the period |
| Partial ring | Amber | Entry logged but goal not yet met |
| Empty ring | Grey | No entry logged |

The **Avg** column shows the average value across days that have entries.

<Callout type="tip">Use the Overview tab during check-ins to quickly identify which habits a client is hitting and which need attention.</Callout>

---

## How Streaks Work

Streaks measure consecutive periods where the client met their habit goal.

- For **daily** habits, a streak increments for each consecutive day the goal is reached
- For **weekly** habits, a streak increments for each consecutive week the accumulated total meets the goal

HubFit calculates and displays:

| Metric | Description |
|--------|-------------|
| **Current Streak** | Consecutive periods of goal completion ending today (or the most recent completed period) |
| **Best Streak** | The longest streak achieved since the habit started |
| **Habits Completed** | Total number of periods where the goal was met |
| **Completion Rate** | Percentage of possible periods where the goal was met, from the start date to today |

Streaks break when a period passes without the goal being reached. The current streak resets to zero, but the best streak is preserved.

---

## How Completion Rate Works

Completion rate is calculated as:

**Completed periods / Total possible periods x 100**

- For daily habits, the total possible periods is the number of days from the start date to today (or the end date, whichever is earlier)
- For weekly habits, the total possible periods is the number of weeks from the start date to today

The rate is capped at 100%. HubFit provides completion rates at three levels:

| Level | Time range |
|-------|-----------|
| **Weekly** | Current week (Monday to today) |
| **Monthly** | Current month (1st to today) |
| **Overall** | Start date to today |

---

## Tracking Habits in the App

Clients track habits from the Habits section and the home dashboard in the mobile app.

**Logging entries** — Clients can log a habit entry by tapping the **+** button next to the habit for today's entry, or by tapping any date on the habit's calendar to log for that specific day — including past dates. This means clients can backdate entries if they forgot to log. They can also use the **Complete** button to instantly log the exact remaining amount needed to meet the goal for the day. The calendar displays circular progress rings around each day, giving clients an at-a-glance view of their completion status throughout the month.

**Dashboard** — Active habits appear on the client's home dashboard as a task list. Uncompleted habits for today show a progress tracker, and completed habits are grouped separately. Clients can log entries directly from the dashboard.

**Editing and resetting** — Clients can tap any existing entry to update the value, or use the **Reset** button to remove an entry for a date. Resetting an entry may break a streak if the period total drops below the goal.

**Reminders** — Push notification reminders are sent at the scheduled time in the client's local timezone. Clients must have push notifications enabled for the HubFit app on their device to receive them.

---

## Frequently Asked Questions

**Why can my client not log entries for their habit?**
The habit likely has a future start date. Clients can see upcoming habits but cannot log entries until the start date arrives. Check the habit's start date from the client's Habits tab.

**Why is my client not receiving habit reminders?**
Push notifications must be enabled for the HubFit app on the client's device. The habit must also be active (started and not ended), and the current day must be one of the habit's scheduled days.

**Can I change a habit from daily to weekly?**
No. The frequency cannot be changed after a habit is created. Delete the existing habit and create a new one with the desired frequency.

**What happens to past data when I change a habit's goal?**
HubFit keeps a history of previous goals. Completion calculations for past periods use the goal that was active at the time, not the current goal.

**Why did my client's streak reset?**
Streaks reset when a period passes without the goal being reached. For daily habits, missing one day resets the streak. For weekly habits, the accumulated total for the week must meet the goal or the streak resets. The best streak is always preserved.

**Do weekly habits require logging every day?**
No. For weekly habits, entries across the week accumulate toward the weekly total. As long as the total meets the goal by Sunday, the week counts as completed.

---

### Metrics

- **Category:** Coaching
- **URL:** https://hubfit.com/help/articles/library/metrics
- **Description:** Capture measurements, progress photos, and performance over time.
- **Related:** main/clients, library/forms, account/wearables

## Metrics Overview

Track any measurable data point for your clients: body weight, body fat, circumference measurements, or fully custom metrics. HubFit stores every log with a date and value, charts progress over time, and syncs metric answers from check-in forms automatically. Metric management has two layers:

- **Metric Library**: A workspace-level list of metric definitions (name + unit) that you can reuse across clients.
- **Client Metrics**: The actual metric instances assigned to a specific client, each with its own history of logged data points.

From the coach dashboard you can:

- Create a metric library of standard and custom metrics
- Assign metrics to individual clients
- Import metrics from the HubFit Library of common templates
- Log data on behalf of a client
- View progress charts, data tables, and weekly averages
- Edit or delete individual data points
- Switch between a per-metric detail view and a weekly overview grid

When you open a client's profile, the **Metrics** tab shows all metrics assigned to that client, each with its historical data, a line chart, and a data table.

---

## Understanding Metric Types

HubFit supports fully custom metrics — you define the name and unit. To speed things up, the platform ships with a built-in **HubFit Library** of common templates covering body composition (weight, body fat, BMI, muscle mass, etc.) and body measurements (waist, hip, shoulders, arms, legs, etc.). Default units match your workspace unit settings (metric or imperial).

You are not limited to the built-in templates. Create any metric with any unit — examples:

| Custom Metric | Unit |
|---------------|------|
| Resting Heart Rate | bpm |
| Sleep Duration | hours |
| Water Intake | L |
| Bench Press 1RM | kg |
| Vertical Jump | cm |
| Sprint Time | seconds |
| Daily Steps | steps |
| VO2 Max | mL/kg/min |

---

## Creating Your Metric Library

Your Metric Library is a workspace-level collection of metric definitions. Metrics you add here can later be imported to individual clients with a single click.

#### Adding a metric from scratch

<Step number={1}>Navigate to the **Metrics** page from the sidebar</Step>

<Step number={2}>Click **Add Metric**</Step>

<Step number={3}>The Add Metric modal opens on the **New Metric** tab</Step>

<Step number={4}>Enter a **Metric Name** (e.g. "Weight", "Bench Press 1RM")</Step>

<Step number={5}>Enter a **Metric Unit** (e.g. "kg", "lbs", "%", "bpm"): this field is optional</Step>

<Step number={6}>Click **Add Metric** to save</Step>

#### Adding a metric from the HubFit Library

<Step number={1}>Click **Add Metric**</Step>

<Step number={2}>Switch to the **HubFit Library** tab</Step>

<Step number={3}>Browse the Body Composition and Body Measurements categories</Step>

<Step number={4}>Click any template, the name and unit auto-fill in the New Metric tab</Step>

<Step number={5}>Click **Add Metric** to save</Step>

<Callout type="tip">You can edit the auto-filled name and unit before saving if you want to customize a template.</Callout>

#### Editing a metric

<Step number={1}>On the Metrics page, click any row in the metric table</Step>

<Step number={2}>The Update Metric modal opens with the current name and unit</Step>

<Step number={3}>Change the name or unit as needed</Step>

<Step number={4}>Click **Update Metric**</Step>

#### Deleting a metric

<Step number={1}>On the Metrics page, click the trash icon on the row you want to remove</Step>

<Step number={2}>Confirm the deletion in the dialog</Step>

<Callout type="warning">Deleting a metric from your library does not remove it from clients who already have it assigned. It only removes the library entry so it can no longer be imported to new clients.</Callout>

---

## Assigning Metrics to a Client

Once you have metrics in your library, you can assign them to individual clients. You can also create one-off metrics directly on a client's profile.

#### Importing from your Metric Library

<Step number={1}>Open a client's profile and navigate to their **Metrics** tab</Step>

<Step number={2}>Click **New Metric**</Step>

<Step number={3}>Switch to the **Metric Library** tab in the modal</Step>

<Step number={4}>Select one or more metrics from your library using the checkboxes</Step>

<Step number={5}>Click **Add Metric**: all selected metrics are assigned to the client</Step>

#### Creating a new metric directly on a client

<Step number={1}>Open the client's **Metrics** tab</Step>

<Step number={2}>Click **New Metric**</Step>

<Step number={3}>On the **New Metric** tab, enter a name and optional unit</Step>

<Step number={4}>Click **Add Metric**</Step>

You can also use the **HubFit Library** tab to pick from the built-in templates, just as you would in the workspace library.

---

## Logging Metric Data for a Client

Both coaches and clients can log metric data. As a coach, you can log data on behalf of any client.

<Step number={1}>Open the client's **Metrics** tab</Step>

<Step number={2}>Select a metric from the list on the left</Step>

<Step number={3}>Click **Log Metric** on the right panel</Step>

<Step number={4}>Enter the **value** (numeric)</Step>

<Step number={5}>Select the **date**: defaults to today, you can pick any past date</Step>

<Step number={6}>Click **Add Log**</Step>

The new data point appears in the chart and data table immediately.

#### Editing a data point

<Step number={1}>In the data table below the chart, click the edit (pencil) icon on the row you want to change</Step>

<Step number={2}>Update the value or date</Step>

<Step number={3}>Click **Update Log**</Step>

#### Deleting a data point

<Step number={1}>Click the edit icon on the data point</Step>

<Step number={2}>Click **Delete Log** in the modal</Step>

<Callout type="tip">When a client logs a metric themselves (from the app or web portal), you receive a notification with the metric name and value.</Callout>

---

## Reading the Progress Chart

When you select a metric on a client's profile, the right panel shows a **line chart** and a **data table**.

#### Line chart

The chart plots logged values over time as a smooth line. Use the date range dropdown to zoom in on recent data or view the full history.

#### Average and trend indicator

Above the chart, HubFit displays:

- **Average**: The mean value across the selected date range, with the unit label.
- **Trend indicator**: A percentage showing how the second half of the range compares to the first half. A green arrow-up means the value increased; a red arrow-down means it decreased; a grey dash means no change.

<Callout type="info">The trend indicator compares the average of the first half of data points to the average of the second half. This gives you a quick sense of direction without being thrown off by individual spikes.</Callout>

#### Data table

Below the chart is a table listing every data point in the selected range, sorted newest first. Each row shows the value and date. Click the edit icon on any row to update or delete the entry.

---

## Weekly Overview

The Metrics tab offers two views, toggled with the **Metrics / Overview** switch at the top:

#### Metrics view

The default. Shows the metric list on the left and the chart + data table on the right for the selected metric.

#### Overview view

A weekly grid that shows all metrics at once. Each row is a metric; columns are Monday through Sunday plus a weekly average.

Use the week picker arrows to navigate between weeks. The average column calculates the mean of all non-zero values logged that week.

<Callout type="tip">The Overview view is useful for weekly client reviews, you can see all key numbers for the week in a single glance without switching between metrics.</Callout>

---

## Editing or Removing a Client's Metric

#### Editing the metric definition

<Step number={1}>On the client's Metrics tab, select the metric</Step>

<Step number={2}>Click **Edit Metric** on the right panel</Step>

<Step number={3}>Update the name or unit</Step>

<Step number={4}>Click **Update Metric**</Step>

<Callout type="info">Renaming a client's metric does not affect your workspace Metric Library. The change only applies to this specific client.</Callout>

#### Deleting a metric from a client

<Step number={1}>On the client's Metrics tab, select the metric</Step>

<Step number={2}>Click **Edit Metric**, then click **Delete Metric**</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a metric from a client permanently removes all of its logged data points. This action cannot be undone.</Callout>

---

## Metrics and Check-In Forms

Check-in forms can include **Metric** question types. When a client submits a check-in form that contains metric questions, the answers are automatically synced to the client's metric data.

#### How it works

- When you add a question of type **Metric** to a check-in form, you set a metric name and unit (e.g. "Weight", "kg").
- When the client submits the form, their answer is automatically logged as a metric data point on their profile.

This means you do not need to manually create every metric in advance. Standard check-in templates (Daily, Weekly, Bi-Weekly, Monthly) already include metric questions for common data points like body weight, steps, and waist measurements.

<Callout type="tip">After a check-in submission, you can view the synced metric data from both the check-in response and the client's Metrics tab. The data point links back to the form submission for audit purposes.</Callout>

For more on building check-in forms, see the [Forms](/help/articles/library/forms) article.

---

## Zapier Integration

Metric submissions trigger the **Client Added Metric** Zapier event. This means you can automate workflows when a client logs a new data point, for example, sending a Slack notification, updating a Google Sheet, or triggering an email.

The Zapier payload includes: client ID, client name, client email, metric name, date, and the logged value with unit.

---

## Logging Metrics in the App

Clients can log metrics from the mobile app by tapping the **+** button on their Metrics tab, selecting a metric, entering the value, and choosing a date — including past dates for backdating. Clients can also edit or delete their own entries.

If you have set up check-in forms with metric questions, client answers are automatically logged as metric data points — no extra action needed from the client.

---

## Frequently Asked Questions

**Can clients log their own metrics?**
Yes. Clients can log metrics from the app by tapping the + button on their Metrics tab. They can also backdate entries by selecting a past date. You receive a notification when a client logs a value.

**Do check-in form answers sync to metrics?**
Yes. If your check-in form includes a Metric question type, the client's answer is automatically logged as a metric data point when they submit the form.

**Why is a metric showing on a client's profile that I did not create?**
Check-in forms with metric questions automatically create the metric on the client's profile if it does not already exist. This is expected behaviour.

**Can I track metrics through Zapier?**
Yes. When a client logs a metric, it triggers the **Client Added Metric** Zapier event. You can use this to automate workflows like updating a Google Sheet or sending a notification.

**How do I switch my metrics library from metric to imperial units?**
Go to **Settings > Profile** and change your unit preference. This updates the default units for new metrics. However, existing metrics in your library and custom metrics already assigned to clients keep their existing units and will need to be updated manually.

---

### Resources

- **Category:** Coaching
- **URL:** https://hubfit.com/help/articles/library/resources
- **Description:** Share documents, links, and content with your clients.
- **Related:** on-demand/resource-collections, main/clients

## Resources Overview

Resources (also called the Vault) is your central library for storing and sharing documents, links, and other content with your clients. Instead of sending files over email or chat, you upload them once and share them with whoever needs access.

Your Resources page displays all files and links you have uploaded to your library. From here you can:

- Upload files (PDFs, images, videos, documents)
- Add links to external content (YouTube, Loom, Vimeo, websites)
- Organize resources into folders
- Share resources directly to individual clients
- Import resources from your library into a client's vault
- Build Resource Collections to group and curate content for clients

When you open a client's profile, the **Resources** tab shows the files and links you have shared with that specific client. You can add new resources directly to a client or import existing ones from your library.

---

## Resource Types

There are two resource types you can add:

| Type | Description | Examples |
|------|-------------|----------|
| **Document** | A file uploaded from your computer | PDFs, images, videos, Word documents, spreadsheets, text files |
| **Link** | A URL to external content | YouTube videos, Loom recordings, Vimeo videos, blog posts, Google Docs, any website |


---

## Uploading a File

<Step number={1}>Navigate to the **Resources** page (or open a client's Resources tab)</Step>

<Step number={2}>Click **Add Resource**</Step>

<Step number={3}>Make sure the **Upload File** tab is selected</Step>

<Step number={4}>Enter a **Resource Name**</Step>

<Step number={5}>Click the upload area or drag a file to upload your document</Step>

<Step number={6}>Optionally set a **Cover Image** by clicking the cover image placeholder next to the resource name</Step>

<Step number={7}>Click **Add Resource** to save</Step>

---

## Adding a Link

<Step number={1}>Navigate to the **Resources** page (or open a client's Resources tab)</Step>

<Step number={2}>Click **Add Resource**</Step>

<Step number={3}>Switch to the **Add Link** tab</Step>

<Step number={4}>Paste the **Resource URL**</Step>

<Step number={5}>Enter a **Resource Name**</Step>

<Step number={6}>Optionally set a **Cover Image**</Step>

<Step number={7}>Click **Add Resource** to save</Step>

<Callout type="tip">YouTube, Loom, and Vimeo links open in an embedded video player instead of redirecting to an external site. All other links open in a new browser tab.</Callout>

---

## Editing a Resource

<Step number={1}>Find the resource in your list and click the **three-dot menu** on the right</Step>

<Step number={2}>Click **Edit**</Step>

<Step number={3}>Update the resource name, URL (for links), or cover image</Step>

<Step number={4}>Click **Update Resource** (or **Update Link**) to save your changes</Step>

You can also remove an existing cover image by clicking the X button on the cover image preview.

---

## Organizing Resources with Folders

Folders help you keep your resource library organized. Resources in your main library (not client-specific resources) can be grouped into folders.

#### Moving a resource to a folder

<Step number={1}>Click the **three-dot menu** on the resource</Step>

<Step number={2}>Click **Move To Folder**</Step>

<Step number={3}>Either type a **New Folder** name to create a new folder, or select an **Existing Folder** from the dropdown</Step>

<Step number={4}>Click **Move to folder**</Step>

#### Moving a resource out of a folder

<Step number={1}>Click the **three-dot menu** on the resource</Step>

<Step number={2}>Click **Move Out Of Folder**</Step>

---

## Sharing Resources with Clients

There are four ways to get resources to your clients:

#### 1. Upload directly to a client

<Step number={1}>Open the client's profile and go to the **Resources** tab</Step>

<Step number={2}>Click **Add Resource**</Step>

<Step number={3}>Upload a file or add a link as normal</Step>

The resource is added directly to that client's vault. They receive a notification that a new resource has been shared.

#### 2. Import from your library

<Step number={1}>Open the client's profile and go to the **Resources** tab</Step>

<Step number={2}>Click **Add Resource**</Step>

<Step number={3}>Switch to the **Resource Library** tab</Step>

<Step number={4}>Select one or more resources from your library using the checkboxes</Step>

<Step number={5}>Click **Import Resource**</Step>

The selected resources are copied into the client's vault. The originals remain in your library. The client receives a notification for each imported resource.

<Callout type="tip">Importing from your library lets you build a master set of resources once and reuse them across clients. Each client gets their own copy, so editing or deleting the original does not affect shared copies.</Callout>

#### 3. Drip-feed via Autoflow

Use Autoflow to automatically deliver resources to clients on a schedule. Add an **Add Resources** event to an autoflow template, and the selected resources are shared with the client on the scheduled day — no manual work needed. See the [Autoflow](/help/articles/automations/autoflow) article for a full guide.

#### 4. Assign via Resource Collections

Resource Collections let you group resources into curated sets and share them with multiple clients at once. See the [Resource Collections](/help/articles/on-demand/resource-collections) article for a full guide.

---

## Deleting a Resource

<Step number={1}>Click the **three-dot menu** on the resource</Step>

<Step number={2}>Click **Delete**</Step>

<Step number={3}>Confirm the deletion in the confirmation dialog</Step>

<Callout type="warning">Only workspace **Owners** and **Admins** can delete resources. When a resource is deleted, it is also removed from any Resource Collections that contained it.</Callout>

---

## Resource Collections

Resource Collections let you group resources into curated sets with sections, cover images, and different display formats. Assign collections to individual clients to give them access to structured content libraries. For a full guide, see the dedicated [Resource Collections](/help/articles/on-demand/resource-collections) article.

---

## Viewing Resources in the App

Clients access shared resources from the **Resources** tab on their profile in the mobile app. Files and links shared directly appear in their vault, while Resource Collections appear as separate curated libraries. YouTube, Loom, and Vimeo links open in an embedded video player — all other links open in the browser. Clients receive a push notification when a new resource is shared with them.

---

## Frequently Asked Questions

**Can clients upload their own resources?**
No. Only coaches can upload files and add links. Clients can only view resources that have been shared with them.

**Can I share the same resource with multiple clients?**
Yes. Import the resource from your library to each client individually, or add it to a Resource Collection and assign multiple clients to the collection.

**What happens if I delete a resource from my library?**
Deleting a resource from your library does not remove copies already shared with clients. Each client has their own copy.

**Can clients download files?**
No. Clients can view shared resources in the app but cannot download them.

**Why can my client not see a resource I shared?**
Make sure the resource was added to their Resources tab specifically, not just your library. Check the client's Resources tab from your dashboard to confirm it appears there.

**Is there a file size limit for uploads?**
Yes, the maximum file size is 50 MB. For larger files, upload them to YouTube as unlisted and add the link as a resource instead. YouTube links play in an embedded video player within the app.

**Why do my uploaded images look pixelated?**
Images are automatically compressed on upload, which can reduce quality.

---

### Resource Collections

- **Category:** On-demand
- **URL:** https://hubfit.com/help/articles/on-demand/resource-collections
- **Description:** Group resources into reusable collections you can assign to clients.
- **Related:** library/resources, automations/onboarding-flow

## Resource Collections Overview

Resource Collections let you bundle files, links, videos, and documents from your Resource Library into curated collections that you can share with clients. Each collection is organized into sections with configurable display layouts, giving you full control over how clients experience your content. Find them under the **Resource Collections** tab in the sidebar, where you can create, edit, duplicate, delete, and assign collections to individual clients.

Each collection consists of:

- A **name** and optional **description**
- A **cover image** (choose from 20 defaults or upload your own)
- One or more **sections**, each containing resources imported from your Resource Library
- A **display format** per section that controls how resources appear to clients

From the collections list you can see:

- **Resource Collection**: the name and cover image
- **Resources**: total number of resources across all sections
- **Clients**: how many clients currently have access

<Callout type="tip">Use Resource Collections to package related content together. For example, create a "Getting Started" collection with onboarding videos and PDFs, a "Supplement Guide" with product links and research articles, or a "Mobility Library" with exercise videos organized by body part.</Callout>

---

## Creating a Resource Collection

<Step number={1}>Navigate to **Resource Collections** in the sidebar</Step>

<Step number={2}>Click **Add Resource Collection**</Step>

<Step number={3}>Enter a **name** for your collection (required)</Step>

<Step number={4}>Click the cover image thumbnail to choose or upload a cover image</Step>

<Step number={5}>Optionally enter a **description**</Step>

<Step number={6}>Click **Add Resource Collection** to save</Step>

Your new collection appears in the list. Click it to open the collection builder where you can add sections and resources.

---

## Setting a Cover Image

Every collection has a cover image that appears in the collection list and as the header when clients view it. You can choose from the built-in library or upload a custom image.

<Step number={1}>When creating or editing a collection, click the cover image thumbnail</Step>

<Step number={2}>The image picker opens with two options: **default thumbnails** and **custom upload**</Step>

<Step number={3}>To use a default, click any of the 20 built-in cover images</Step>

<Step number={4}>To upload your own, click the **Upload Image** area and select a file from your device</Step>

<Step number={5}>The preview updates instantly. To reset to the default image, click the X button on a custom upload</Step>

---

## Adding Sections

Sections let you organize resources within a collection by topic or category. Every collection needs at least one section before you can add resources.

<Step number={1}>Open a collection by clicking it in the list</Step>

<Step number={2}>Click **Add Section** in the page header</Step>

<Step number={3}>Enter a **section name**</Step>

<Step number={4}>Click **Add Section** to save</Step>

The new section appears in the builder. You can add as many sections as you need. If the collection has no sections yet, you will see an empty state prompting you to create your first one.

<Callout type="tip">Use descriptive section names that help clients find what they need. For example, inside a "Nutrition Essentials" collection you might have sections like "Meal Prep Videos", "Supplement Guides", and "Calorie Tracking Tools".</Callout>

---

## Adding Resources to a Section

Resources are imported from your Resource Library (the Vault). You must have resources uploaded to your library before you can add them to a collection.

<Step number={1}>Inside a section, click the **Add Resource** button</Step>

<Step number={2}>The Import Resource modal opens, showing all resources from your library</Step>

<Step number={3}>Use the search bar to filter by name or URL</Step>

<Step number={4}>Click a resource to add it to the section</Step>

The resource is added to the section immediately. Resources that already exist in the section are automatically excluded from the list to prevent duplicates.

#### Resource types you can add

Resources in your library fall into two categories, each with subtypes based on the file or link content:

| Category | Subtypes | Examples |
|----------|----------|---------|
| **Documents** (uploaded files) | Image, Video, PDF, Doc, File | Workout PDFs, form templates, progress photo guides |
| **Links** (external URLs) | Website link, YouTube, Loom, Vimeo | Tutorial videos, blog posts, product pages |

Each resource displays a type badge (e.g. "PDF", "youtube.com", "Video") so clients can tell at a glance what kind of content it is.

<Callout type="info">Deleting a resource from your Resource Library automatically removes it from all collections that contain it. The collection's resource count updates accordingly.</Callout>

---

## Section Display Formats

Each section has its own display format that controls how resources are rendered for clients. You can mix and match formats across sections in the same collection.

<Step number={1}>In the section header, click the **Layout** button</Step>

<Step number={2}>Choose one of the four formats</Step>

| Format | Description |
|--------|-------------|
| **List** | Compact rows with a thumbnail, name, and type badge. Best for text-heavy resources like articles and documents. |
| **Card** | Full-width vertical cards stacked on top of each other. Each card shows a cover image with the resource name overlaid. Good for a clean, magazine-style layout. |
| **Carousel** | Horizontally scrollable cards that show roughly 1.2 cards at a time, encouraging the client to swipe. Ideal for video content or visual resources you want to highlight. |
| **Grid** | Two-column grid of square cards. Good for visual content like images or video thumbnails where you want to show many items in a compact space. |

The format change takes effect immediately. The live phone preview on the right side of the builder shows how the section will look in the mobile app.

<Callout type="tip">The default format for new sections is **Carousel** (large cards). Switch to **List** if your section contains mostly documents and links, or **Grid** if you want a compact visual layout.</Callout>

---

## Editing a Collection

You can update the name, description, and cover image of an existing collection at any time.

#### From the collection list

<Step number={1}>Click the three-dot menu on a collection row</Step>

<Step number={2}>Select **Edit**</Step>

<Step number={3}>Update the name, description, or cover image</Step>

<Step number={4}>Click **Update Resource Collection**</Step>

#### From inside the collection builder

<Step number={1}>Click the **pencil icon** in the page header</Step>

<Step number={2}>Update the fields you want to change</Step>

<Step number={3}>Click **Update Resource Collection**</Step>

---

## Editing a Section

<Step number={1}>In the section header, click the three-dot menu</Step>

<Step number={2}>Select **Edit Section**</Step>

<Step number={3}>Update the section name</Step>

<Step number={4}>Click **Update Section** to save</Step>

---

## Removing a Resource from a Section

<Step number={1}>In the section's resource list, click the delete icon on the resource you want to remove</Step>

<Step number={2}>Confirm the deletion in the dialog</Step>

The resource is removed from the section but remains in your Resource Library. You can re-add it later if needed.

---

## Reordering Resources

You can change the order resources appear within a section.

<Step number={1}>In the section header, click the three-dot menu</Step>

<Step number={2}>Select **Reorder**</Step>

<Step number={3}>Drag resources into the desired order</Step>

<Step number={4}>Save the new order</Step>

---

## Reordering Sections

You can change the order sections appear in a collection.

<Step number={1}>In the collection page header, click the **reorder icon** (arrows up/down)</Step>

<Step number={2}>Drag sections into the desired order</Step>

<Step number={3}>Save the new order</Step>

---

## Deleting a Section

<Step number={1}>In the section header, click the three-dot menu</Step>

<Step number={2}>Select **Delete Section**</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a section removes all resource references in that section from the collection. The resources themselves remain in your Resource Library.</Callout>

---

## Duplicating a Collection

Duplicating creates a copy of the collection with the same sections, resources, and cover image. The duplicate has no clients assigned.

<Step number={1}>In the collection list, click the three-dot menu on the collection you want to copy</Step>

<Step number={2}>Select **Duplicate**</Step>

<Step number={3}>Enter a name for the duplicated collection</Step>

<Step number={4}>Click **Duplicate Resource Collection**</Step>

The new collection appears in your list ready to edit.

<Callout type="tip">Duplicate a collection when you want to create a variation for a different client segment. For example, duplicate your "Beginner Program Resources" and rename it to "Advanced Program Resources", then swap out the relevant content.</Callout>

---

## Deleting a Collection

<Step number={1}>In the collection list, click the three-dot menu on the collection</Step>

<Step number={2}>Select **Delete**</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a collection is permanent. All clients who had access will lose it immediately. The resources themselves remain in your Resource Library. Only workspace owners and admins can delete collections.</Callout>

---

## Assigning Collections to Clients

Once your collection is ready, you grant individual clients access. Clients receive a notification when they are added.

#### Granting access

<Step number={1}>Open a collection from the list</Step>

<Step number={2}>Click **Manage Access** in the page header (the people icon)</Step>

<Step number={3}>The Manage Access modal opens, showing your client list on the left and clients with access on the right</Step>

<Step number={4}>Select one or more clients from the left panel to grant them access</Step>

<Step number={5}>Selected clients appear in the right panel under **Clients with Access**</Step>

Each client you add receives an in-app push notification with the collection name so they know new content is available.

#### Revoking access

<Step number={1}>In the Manage Access modal, find the client in the **Clients with Access** panel</Step>

<Step number={2}>Click the remove button next to their name</Step>

The client loses access immediately and the collection disappears from their app.

<Callout type="info">When a client is deleted from your workspace, their access to all collections is automatically revoked.</Callout>

---

## Automating Collection Access with Onboarding Flows

You can automatically grant collection access when a client purchases a package by adding collections to an Onboarding Flow.

<Step number={1}>Navigate to **Automations** > **Onboarding Flows**</Step>

<Step number={2}>Create or edit a flow</Step>

<Step number={3}>In the flow configuration, add one or more Resource Collections to the automation</Step>

<Step number={4}>Link the flow to a package</Step>

When a new client purchases that package, they automatically receive access to the specified collections, no manual assignment needed.

<Callout type="tip">This is powerful for digital product delivery. Create a collection of course materials, link it to an Onboarding Flow, and every new client gets instant access at checkout.</Callout>

For a full guide on setting up Onboarding Flows, see the [Onboarding Flow](/help/articles/automations/onboarding-flow) article.

---

## How Clients View Collections

Clients see their assigned collections in the **Resource Collections** section of the app. Each collection shows its cover image, name, and resource count. Tapping a collection opens it with sections displayed in the layout format you configured.

When you grant a client access, they receive a push notification. If you revoke access, the collection disappears from their app immediately.

---

## Frequently Asked Questions

**Can clients add or edit resources in a collection?**
No. Collections are read-only for clients. Only coaches can add, remove, or reorder resources.

**What happens if I delete a resource from my library?**
It is automatically removed from all collections that contain it.

**Can I share the same collection with multiple clients?**
Yes. Use Manage Access to grant access to as many clients as you need.

**Why can't my client see a collection I shared?**
Make sure the client has been granted access via Manage Access. If they still don't see it, have them pull down to refresh the Resource Collections screen.

**Can clients download files from a collection?**
No. Clients can view shared resources in the app but cannot download them.

**Can I reorder my collections?**
No. Collections are displayed in the order they were created. This cannot be changed.

**What is the recommended aspect ratio for cover photos?**
16:9.

---

### Recipe Books

- **Category:** On-demand
- **URL:** https://hubfit.com/help/articles/on-demand/recipe-books
- **Description:** Build branded recipe books and share them with clients.
- **Related:** library/nutrition

## Recipe Books Overview

Recipe Books let you build curated recipe collections organized by sections, choose how each section is displayed, and share them with individual clients. Clients browse their assigned books directly inside the mobile app. You can reach the Recipe Books page from the main sidebar navigation.

From this page you can:

- Create new recipe books from scratch
- Import ready-made recipe books from the template library
- Edit, duplicate, or delete existing recipe books
- See how many recipes and clients are associated with each book

The list view shows every recipe book in your workspace, including the book name, cover image, total recipe count, and number of clients with access.

Each row has a three-dot menu with quick actions: **Edit**, **Duplicate**, and **Delete**.

---

## Creating a Recipe Book

<Step number={1}>Navigate to **Recipe Books** in the sidebar</Step>

<Step number={2}>Click **Add Recipe Book**</Step>

<Step number={3}>In the modal, enter a **Recipe Book Name** (required)</Step>

<Step number={4}>Optionally add a **Recipe Book Description**</Step>

<Step number={5}>Select a **cover image** — click the image thumbnail to open the image picker</Step>

<Step number={6}>Click **Add Recipe Book** to create the book</Step>

After creation, the book opens in the builder view where you can start adding sections and recipes.

<Callout type="tip">Pick a descriptive name that tells clients what to expect. Names like "High Protein Recipes" or "Quick Weeknight Dinners" work better than generic names.</Callout>

---

## Cover Images

Every recipe book has a cover image that appears on the list page, the book header, and in the client's mobile app.

#### Default images

Browse the gallery of default cover images and click one to select it.

#### Custom upload

Click the **Upload Image** area to upload your own image.

#### Choosing a cover image

<Step number={1}>Click the cover image thumbnail (either during creation or when editing a book)</Step>

<Step number={2}>The image picker opens with two options: **Default images** and **Upload custom**</Step>

<Step number={3}>Browse the gallery of default cover images and click one to select it</Step>

<Step number={4}>Or click the **Upload Image** area to upload your own image</Step>

<Step number={5}>The selected image is applied immediately — no separate save step needed</Step>

---

## Editing a Recipe Book

You can update a recipe book's name, description, and cover image at any time.

#### From the list page

<Step number={1}>Click the three-dot menu on the recipe book row</Step>

<Step number={2}>Select **Edit**</Step>

<Step number={3}>Update the name, description, or cover image in the modal</Step>

<Step number={4}>Click **Update Recipe Book**</Step>

#### From inside the builder

<Step number={1}>Open the recipe book by clicking its row in the list</Step>

<Step number={2}>Click the **pencil icon** in the page header</Step>

<Step number={3}>Make your changes and click **Update Recipe Book**</Step>

---

## Sections

Sections are how you organize recipes inside a book. Each section has a name, a display format, and its own set of recipes. Think of them as chapters — "Breakfast Ideas", "High Protein Dinners", "Quick Snacks", etc.

#### Adding a section

<Step number={1}>Open a recipe book</Step>

<Step number={2}>Click **Add Section** in the page header</Step>

<Step number={3}>Enter a **Section Name** — e.g. "Breakfast", "High Protein", "Quick Meals"</Step>

<Step number={4}>Click **Create Section**</Step>

The new section appears in the builder, ready for you to add recipes and choose a display format.

#### Renaming a section

<Step number={1}>Click the three-dot menu on the section header</Step>

<Step number={2}>Select **Edit Section**</Step>

<Step number={3}>Update the name and click **Rename Section**</Step>

#### Deleting a section

<Step number={1}>Click the three-dot menu on the section header</Step>

<Step number={2}>Select **Delete Section**</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a section removes it and all its recipe references from the book. The underlying meals in your Meal Library are not affected.</Callout>

---

## Section Display Formats

Each section has its own display format that controls how recipes appear to clients in the mobile app. You can mix and match formats across sections within the same book.

| Format | Description |
|--------|-------------|
| **Carousel** | Horizontally scrollable large cards. Best for hero or featured recipes. |
| **Grid** | Two-column grid of square cards. Good for browsing larger collections. |
| **Card** | Full-width stacked cards. Works well for 2-5 recipes per section. |
| **List** | Compact rows with thumbnail, name, and calorie count. Best for long lists. |

#### Changing a section's format

<Step number={1}>Click the **Layout** button on the section header (desktop), or open the three-dot menu and select **Layout** (mobile)</Step>

<Step number={2}>Click one of the four format options: **List**, **Card**, **Carousel**, or **Grid**</Step>

<Step number={3}>The format applies immediately — check the live phone preview on the right side of the builder to see how it looks</Step>

<Callout type="tip">Use Carousel for your top picks at the top of the book, Grid for browsable categories, and List for sections with many recipes. Mixing formats creates a more engaging browsing experience for clients.</Callout>

---

## Adding Recipes to a Section

Recipes are added from your Meal Library or the HubFit Recipes database. Each recipe you add references an existing meal — it is not a copy.

<Step number={1}>Open a recipe book and find the section you want to add to</Step>

<Step number={2}>Click **Add Recipe** on that section's header</Step>

<Step number={3}>The Import Recipe modal opens with two tabs: **Your Library** and **HubFit Recipes**</Step>

<Step number={4}>On the **Your Library** tab, search by name or filter by category to find meals from your Meal Library</Step>

<Step number={5}>On the **HubFit Recipes** tab, browse the built-in recipe database</Step>

<Step number={6}>Click a recipe to add it — it appears in the section immediately</Step>

<Callout type="info">A recipe cannot appear twice in the same section. If it already exists, you will see a message and the recipe will not be added again. The same recipe can appear in different sections within the same book.</Callout>

#### Viewing a recipe

Click any recipe in the builder list to open the full recipe detail modal. This shows the complete ingredient list, cooking instructions, macro breakdown, meal image, and serving information.

#### Removing a recipe from a section

<Step number={1}>Hover over the recipe row (or view it on mobile)</Step>

<Step number={2}>Click the red **delete** button that appears</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="info">Removing a recipe from a section only removes it from that section. The meal itself remains in your Meal Library and in any other sections or books that reference it.</Callout>

---

## Reordering

#### Reordering sections

You can change the order in which sections appear in the book.

<Step number={1}>Open the recipe book</Step>

<Step number={2}>Click the **reorder icon** (arrows up/down) in the page header</Step>

<Step number={3}>Drag and drop sections into the desired order</Step>

<Step number={4}>Click **Save Order**</Step>

#### Reordering recipes within a section

<Step number={1}>Click the three-dot menu on the section header</Step>

<Step number={2}>Select **Reorder**</Step>

<Step number={3}>Drag and drop recipes into the desired order</Step>

<Step number={4}>Click **Save Order**</Step>

---

## The Live Preview

When you are building a recipe book on desktop, the right side of the builder shows a **live phone preview**. This is a pixel-accurate mockup of how the book looks in the client's mobile app.

The preview updates in real time as you:

- Add, remove, or reorder recipes
- Change section display formats
- Update the cover image
- Add or rename sections

<Callout type="tip">Use the live preview to experiment with different section formats. Try switching between Carousel and Grid to see which layout works best for each section's content.</Callout>

---

## Duplicating a Recipe Book

Duplicating creates an exact copy of a recipe book, including all sections, recipes, and the cover image. The copy does not include client access — you'll need to share it separately.

<Step number={1}>On the Recipe Books list page, click the three-dot menu on the book you want to duplicate</Step>

<Step number={2}>Select **Duplicate**</Step>

<Step number={3}>Enter a name for the copy</Step>

<Step number={4}>Click **Duplicate Recipe Book**</Step>

---

## Deleting a Recipe Book

<Step number={1}>Click the three-dot menu on the recipe book row</Step>

<Step number={2}>Select **Delete**</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a recipe book permanently removes it. All clients who had access will lose it. If a client has no other recipe book access after deletion, the Recipe Books feature is automatically hidden from their app. The underlying meals in your Meal Library are not deleted.</Callout>

---

## Sharing Recipe Books with Clients

Sharing a recipe book grants specific clients access to browse it in their mobile app. Clients receive a push notification when they are added.

#### Granting access

<Step number={1}>Open a recipe book</Step>

<Step number={2}>Click **Manage Access** in the page header</Step>

<Step number={3}>The Manage Access modal opens, showing two panels: your client list on the left and clients with access on the right</Step>

<Step number={4}>Click clients on the left panel to grant them access</Step>

<Step number={5}>Newly added clients immediately appear on the right panel and receive a notification</Step>

#### Revoking access

<Step number={1}>Open the **Manage Access** modal for the recipe book</Step>

<Step number={2}>Find the client on the right panel (clients with access)</Step>

<Step number={3}>Click the remove button to revoke their access</Step>


#### Viewing a client's recipe books

You can also see which recipe books a specific client has access to:

<Step number={1}>Open the client's profile</Step>

<Step number={2}>Go to their **Nutrition** page</Step>

<Step number={3}>Select the **Recipe Books** tab</Step>

<Step number={4}>You'll see the list of recipe books assigned to this client, and can click into any of them</Step>

---

## Recipe Book Templates

Templates are pre-built recipe books that you can import into your workspace as a starting point. Each template comes with sections, recipes, and a cover image already configured.

#### Browsing templates

<Step number={1}>On the Recipe Books page, click the **Templates** button</Step>

<Step number={2}>The template library opens, showing all available templates as cards with cover images, recipe counts, average calories, and diet tags</Step>

<Step number={3}>Use the search bar to find templates by name or description</Step>

<Step number={4}>Filter by **category**, **difficulty**, or **diet tags**</Step>

<Step number={5}>Sort by **Featured**, **Recipes (most)**, **Popular**, **Calories (low-high)**, or **Calories (high-low)**</Step>

#### Previewing a template

<Step number={1}>Click on any template card</Step>

<Step number={2}>The detail view opens, showing the template's cover image, name, description, recipe count, average calories, difficulty level, and diet tags</Step>

<Step number={3}>Browse through the sections — click any section to scroll to it in the phone preview on the right</Step>

<Step number={4}>Each section lists its recipes with images and calorie counts</Step>

#### Importing a template

<Step number={1}>Open the template you want to import</Step>

<Step number={2}>Click **Import to My Recipe Books**</Step>

<Step number={3}>The template is imported as a new recipe book in your workspace with all sections, recipes, and the cover image</Step>

<Step number={4}>You are redirected to the new book's builder page, where you can customize the name, add or remove sections, swap recipes, and change layouts</Step>

<Callout type="tip">Templates are a great way to get started quickly. Import one, customize it with your branding and preferred recipes, then share it with your clients.</Callout>

---

## How Clients View Recipe Books

Clients see their assigned recipe books under the **Recipe Books** tab in the Nutrition section of the app. Each book shows its cover image, name, and recipe count. Tapping a book opens it with sections displayed in the layout you configured. Clients can also log meals directly from a recipe book into the in-app nutrition tracker.

When you share a recipe book with a client, they receive a push notification. If you revoke access or delete the book, it disappears from their app. If a client has no remaining recipe book access, the Recipe Books tab is automatically hidden.

---

## Frequently Asked Questions

**Can clients add recipes to a recipe book?**
No. Recipe books are created and managed by coaches. Clients can only browse and view the recipes you share.

**Do recipe books update automatically for clients?**
Yes. If you add or remove recipes, change layouts, or update sections, clients see the changes the next time they open the book.

**What happens if I delete a recipe book?**
All clients who had access lose it immediately. The underlying meals in your Meal Library are not affected.

**Why doesn't my client see the Recipe Books tab?**
The tab only appears if the client has been granted access to at least one recipe book.

**Can I share the same recipe book with multiple clients?**
Yes. Use Manage Access to grant access to as many clients as you need.

**Can I reorder my recipe books?**
No. Recipe books are displayed in the order they were created. This cannot be changed.

**What is the recommended aspect ratio for cover photos?**
16:9.

**Can clients search for recipes by title or tag?**
No. Clients browse recipes by section within the recipe book but cannot search.

---

### Workout Studio

- **Category:** On-demand
- **URL:** https://hubfit.com/help/articles/on-demand/workout-studio
- **Description:** Record, host, and share on-demand workout videos with clients.
- **Related:** library/training

## Workout Studio Overview

Workout Studio lets you build curated workout collections that clients browse and follow at their own pace. Organize workouts into themed sections, choose how they display, control which clients have access, and give your clients a polished on-demand experience in the mobile app.

Your Workout Studio page shows all studios you have created, with key details at a glance:

- **Studio name** and cover image
- **Total workouts** in the studio
- **Total clients** with access

From this page you can:

- Create new workout studios
- Edit, duplicate, or delete existing studios
- Search studios by name
- Click into any studio to manage its sections and workouts

---

## Creating a Workout Studio

<Step number={1}>Navigate to the **Workout Studio** page from the sidebar</Step>

<Step number={2}>Click **Add Workout Studio**</Step>

<Step number={3}>Enter a **Workout Studio Name** (required) — for example, "Strength Training" or "30-Day Challenge"</Step>

<Step number={4}>Enter an optional **Description** to explain what the studio contains or who it is for</Step>

<Step number={5}>Select a **cover image** — click the image thumbnail to open the cover image picker</Step>

<Step number={6}>Click **Add Workout Studio** to save</Step>

Your new studio appears in the list. Click into it to start adding sections and workouts.

<Callout type="tip">Give each studio a clear, descriptive name that your clients will recognize instantly. Names like "Home Workouts", "Gym Essentials", or "Beginner Program" work well.</Callout>

---

## Choosing a Cover Image

Every studio has a cover image that appears in the studio list and at the top of the client's mobile view. You have two options:

#### Default images

HubFit provides a gallery of built-in cover images. Click any thumbnail to select it.

#### Custom upload

Click **Upload Image** to upload your own image. Uploaded images are compressed for optimal performance.

To reset to a default image after uploading a custom one, click the **X** button on the preview and select a default thumbnail.

---

## Understanding Sections

Sections are how you organize workouts inside a studio. Each section has a name and its own layout format, so you can create a visually varied experience for your clients.

For example, a studio called "Full Body Program" might have sections like:

- **Upper Body** — displayed as a carousel
- **Lower Body** — displayed as a grid
- **Core & Abs** — displayed as a list
- **Cooldown & Mobility** — displayed as cards

Sections appear in order from top to bottom. Each section shows its name, workout count, and the workouts it contains.

---

## Adding a Section

<Step number={1}>Open a workout studio by clicking on it from the studio list</Step>

<Step number={2}>Click **Add Section** in the page header (or the "Add Section" button in the empty state if no sections exist)</Step>

<Step number={3}>Enter a **Section Name** — for example, "Push Day", "Warm-Up Routines", or "Week 1"</Step>

<Step number={4}>Click **Create Section**</Step>

The section appears in the studio builder. You can now add workouts to it.

---

## Adding Workouts to a Section

Workout Studio imports workouts from your existing Training workout library. You do not create workouts inside the studio — you select them from what you have already built.

<Step number={1}>Inside a section, click **Add Workout**</Step>

<Step number={2}>The Import Workout modal opens, showing workouts from your library</Step>

<Step number={3}>Search or browse for the workout you want to add</Step>

<Step number={4}>Use tag filters to narrow results</Step>

<Step number={5}>Click a workout to add it — the workout is immediately added to the section</Step>

Each workout displays the following information inside the section:

| Field | Description |
|-------|-------------|
| Name | The workout name from your library |
| Thumbnail | The workout's cover image |
| Exercise count | Total number of exercises in the workout |

<Callout type="info">A workout can only appear once per section. If it is already in the section, it will not appear in the import list for that section. The same workout can appear in different sections within the same studio.</Callout>

<Callout type="tip">Build your workouts in the Training library first, then import them into studios. Changes to a workout in the library are reflected in Workout Studio.</Callout>

---

## Section Layout Formats

Each section has an independent layout format that controls how workouts are displayed to clients in the mobile app. You can mix and match layouts across sections within the same studio.

To change a section's layout, click **Layout** on the section header, then select one of the four options:

| Format | Display | Best for |
|--------|---------|----------|
| **Carousel** | Large horizontal cards that scroll left and right, showing roughly 1.2 cards at a time | Featured or hero workouts you want to highlight |
| **Grid** | Two-column grid of square cards | Browsable collections with many workouts |
| **Card** | Full-width vertical cards stacked on top of each other | Showcasing workouts with large thumbnails |
| **List** | Compact rows with a small thumbnail, workout name, and exercise count | Dense sections with many items |

The default format for new sections is **List**. Use the live phone preview on the right side of the builder to see exactly how each layout looks before sharing with clients.

---

## Viewing a Workout

Click any workout in a section to open it in a read-only modal. This shows the full workout detail, including all exercises, sets, reps, and any notes — the same detail your clients will see.

---

## Reordering Workouts in a Section

<Step number={1}>Click the **three-dot menu** on a section header</Step>

<Step number={2}>Select **Reorder**</Step>

<Step number={3}>Drag and drop workouts into the desired order</Step>

<Step number={4}>Click **Save Order**</Step>

---

## Reordering Sections

<Step number={1}>Click the **reorder icon** (double arrows) in the studio page header</Step>

<Step number={2}>Drag and drop sections into the desired order</Step>

<Step number={3}>Click **Save Order**</Step>

---

## Editing a Section

#### Renaming a section

<Step number={1}>Click the **three-dot menu** on the section header</Step>

<Step number={2}>Select **Edit Section**</Step>

<Step number={3}>Update the section name</Step>

<Step number={4}>Click **Rename Section**</Step>

#### Deleting a section

<Step number={1}>Click the **three-dot menu** on the section header</Step>

<Step number={2}>Select **Delete Section**</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a section removes it and all its workout references from the studio. The original workouts in your Training library are not affected.</Callout>

---

## Removing a Workout from a Section

<Step number={1}>Hover over the workout row in the section</Step>

<Step number={2}>Click the **delete** button that appears on the right</Step>

<Step number={3}>Confirm the deletion</Step>

This only removes the workout from the studio section. The workout itself remains in your Training library.

<Callout type="info">If you delete a workout from the Training library, it is automatically removed from all workout studios that reference it.</Callout>

---

## Editing a Workout Studio

You can update a studio's name, description, and cover image at any time.

<Step number={1}>Open the studio you want to edit</Step>

<Step number={2}>Click the **pencil icon** in the page header</Step>

<Step number={3}>Update the name, description, or cover image</Step>

<Step number={4}>Click **Update Workout Studio**</Step>

You can also edit a studio directly from the studio list by clicking the **three-dot menu** on the row and selecting **Edit**.

---

## Duplicating a Workout Studio

Duplicating creates a copy of the studio with all its sections and workouts. The copy does not include client access — you will need to grant access separately.

#### From the studio list

<Step number={1}>Click the **three-dot menu** on the studio row</Step>

<Step number={2}>Select **Duplicate**</Step>

<Step number={3}>Enter a name for the copy</Step>

<Step number={4}>Click **Duplicate Workout Studio**</Step>

<Callout type="tip">Duplication is useful when you want to create variations of a studio for different client groups — for example, a "Beginner" version and an "Advanced" version that share the same structure but different workouts.</Callout>

---

## Deleting a Workout Studio

<Step number={1}>Click the **three-dot menu** on the studio row in the list</Step>

<Step number={2}>Select **Delete**</Step>

<Step number={3}>Confirm the deletion</Step>

<Callout type="warning">Deleting a studio permanently removes it and revokes access for all clients who were assigned to it. If a client has no remaining studio access, the Workout Studio feature is automatically hidden from their app. The workouts themselves are not deleted — they remain in your Training library.</Callout>

---

## Managing Client Access

Use **Manage Access** to control which clients can see and browse a workout studio in the app. A client can have access to multiple studios, and each studio can be shared with multiple clients.

#### Granting access

<Step number={1}>Open the workout studio</Step>

<Step number={2}>Click **Manage Access** in the page header</Step>

<Step number={3}>The Manage Access modal opens with two panels: your client list on the left and clients with access on the right</Step>

<Step number={4}>Select one or more clients from the left panel to grant them access</Step>

<Step number={5}>Clients appear in the right panel once access is granted</Step>

When a client is granted access, they receive a notification and the Workout Studio feature becomes visible in their app.

#### Revoking access

<Step number={1}>Open the Manage Access modal</Step>

<Step number={2}>Click the remove button on any client in the right panel</Step>

Access is revoked immediately. If the client no longer has access to any workout studio, the feature is automatically hidden from their app.

<Callout type="info">You can grant access to multiple clients at once by selecting several clients before confirming. Access can also be granted using a single client ID or a batch of client IDs.</Callout>

---

## How Clients View Workout Studios

Clients see their assigned studios in the **Workout Studio** section of the app. Each studio shows its cover image, name, and workout count. Tapping a studio opens it with sections displayed in the layout you configured. When a client taps a workout, they can view the full exercise breakdown and start tracking it directly using the in-app workout tracker.

When you grant access, clients receive a push notification. If you revoke access or delete the studio, it disappears from their app. If a client has no remaining studio access, the Workout Studio feature is automatically hidden.

---

## Frequently Asked Questions

**Can clients add their own workouts to a studio?**
No. Studios are created and managed by coaches. Clients can only browse and follow the workouts you share.

**Do studios update automatically for clients?**
Yes. If you add or remove workouts, change layouts, or update sections, clients see the changes the next time they open the studio.

**What happens if I delete a workout from my Training library?**
It is automatically removed from all workout studios that reference it.

**Why doesn't my client see the Workout Studio feature?**
You need to grant them access to at least one studio via Manage Access for the feature to appear in their app.

**Can I share the same studio with multiple clients?**
Yes. Use Manage Access to grant access to as many clients as you need.

**Can I reorder my workout studios?**
No. Workout studios are displayed in the order they were created. This cannot be changed.

**What is the recommended aspect ratio for cover photos?**
16:9.

---

### Autoflow

- **Category:** Automations
- **URL:** https://hubfit.com/help/articles/automations/autoflow
- **Description:** Automate client journeys, recurring workflows, and scheduled actions.
- **Related:** library/training, library/resources, automations/onboarding-flow

## Autoflow Overview

Autoflow lets you build reusable, multi-week automation templates that drip-feed content to your clients on a schedule. You design a timeline of events using relative day numbers (Day 1, Day 2, Day 14, etc.) for workout programs, resources, messages, notifications, and notes, and when you import the template onto a client, HubFit maps those day numbers to real calendar dates starting from the date you choose.

There are two distinct parts to Autoflow:

- **Autoflow Templates** (the library): reusable blueprints you build once and import many times
- **Client Calendar Events**: the live, scheduled events created on a specific client's calendar when you import a template (or add events manually)

From the sidebar, click **Autoflow** to access your template library. From a client's profile, open their **Autoflow** tab to view and manage their live calendar events.

---

## Understanding Event Types

Each event in an autoflow template represents a scheduled action that fires automatically when the day arrives. There are five event types:

| Event Type | Description | What Happens |
|---|---|---|
| **Add Workout Program** | Imports one or more workout programs from your training library | The selected workout program(s) are imported and assigned to the client |
| **Add Resources** | Imports resources from your vault | The selected vault resources are shared with the client |
| **Automated Message** | Sends a chat message to the client | A message is delivered in the client's chat thread, as if you typed it |
| **In-App Notification** | Sends a push notification to the client's device | The client receives an in-app notification with a custom title and body |
| **Automated Note** | Adds a note to the client's profile | A public note is created on the client's notes section |


Each event also supports:

- **Automation Time**: the time of day the event should fire (e.g. 9:00 AM)
- **Send Notification** (Add Workout Program and Add Resources only): optionally notify the client when the content is delivered

<Callout type="tip">Use a combination of event types to build a complete client experience. For example, on Day 1, import a workout program at 8:00 AM and send a welcome message at 9:00 AM. On Day 7, send a check-in notification at 6:00 PM.</Callout>

---

## Creating an Autoflow Template

<Step number={1}>Click **Autoflow** in the sidebar to open your template library</Step>

<Step number={2}>Click **Add Autoflow**</Step>

<Step number={3}>Enter a name for your template (e.g. "90 Day Challenge", "Onboarding Week 1-4", "12 Week Strength Program")</Step>

<Step number={4}>Optionally add a description</Step>

<Step number={5}>Click **Add Autoflow** to save, the template is created and appears in your library</Step>

Your template starts empty with zero weeks and zero events. Click the template row to open the builder and start adding content.

---

## Using the Template Builder

The template builder is a visual calendar where each cell represents a numbered day. Events are displayed within the day cells, color-coded by type.

#### Builder Layout

When you open a template, you land on the builder page. The header shows:

- **Template name** with a back button to return to the library
- **Add Week** button to append a new week to the end of the template
- **Navigation controls** to move between weeks or months
- **View toggle** to switch between Week view and Month view

#### Week View

Week view shows a single week at a time (7 days). Each column represents one day labeled "Day 1" through "Day 7" (or the corresponding day numbers for later weeks). Use the left and right arrows to navigate between weeks, or click the week indicator (e.g. "Week 3 of 12") to jump directly to a specific week.

#### Month View

Month view shows 4 weeks at a time in a grid layout. Each row is a week, and each cell is a day. This gives you a broader view of your template and is useful for planning multi-week programs. Navigate between months using the arrow buttons or the month indicator.

Templates are organized in weeks — click **Add Week** to append a new week, or hover over any week label in Month view to insert a week between existing ones, clear a week's events, or delete the week entirely.

---

## Adding Events to a Template

<Step number={1}>Click any day cell in the builder to open the event modal</Step>

<Step number={2}>Select the event type you want to add (Add Workout Program, Add Resources, Automated Message, In-App Notification, or Automated Note)</Step>

<Step number={3}>Fill in the event details (see below for each type)</Step>

<Step number={4}>Set the **Automation Time**: the time of day the event should fire</Step>

<Step number={5}>Click **Add Event** to save</Step>

The event appears in the day cell, color-coded by type. You can drag and drop events between days to rearrange your schedule.


Each event type has its own form fields. Fill in the title, content, and automation time, then click **Add Event**. For Add Workout Program and Add Resources, you can optionally enable **Send Notification** to alert the client when content is delivered.

<Callout type="info">Only fixed-structure workout programs can be imported via autoflow. Calendar-mode programs are not available.</Callout>

---

## Editing and Deleting Template Events

#### Editing an event

<Step number={1}>Click the event in the builder to open the event modal</Step>

<Step number={2}>Modify the title, description, time, or referenced content</Step>

<Step number={3}>Click **Update Event**</Step>

#### Deleting an event

<Step number={1}>Click the event in the builder to open the event modal</Step>

<Step number={2}>Click the **Delete Event** button</Step>

---

## Duplicating a Template

If you want to create a variation of an existing template, duplicate it instead of starting from scratch.

<Step number={1}>In the template library, click the three-dot menu on the template row</Step>

<Step number={2}>Select **Duplicate**</Step>

<Step number={3}>Enter a name for the copy</Step>

<Step number={4}>Click **Duplicate Autoflow**: a full copy of the template is created with all events intact</Step>

---

## Importing a Template to a Client's Calendar

Once your template is ready, import it onto a client's calendar to start the automation.

<Step number={1}>Navigate to the client's profile and open their **Autoflow** tab</Step>

<Step number={2}>Click **Add Event** in the calendar header</Step>

<Step number={3}>In the modal, switch to the **Autoflow Library** tab</Step>

<Step number={4}>Set the **Start Day 1 from this date** field, this is the date that Day 1 of your template maps to. All other events are scheduled relative to this date</Step>

<Step number={5}>Select one or more templates from the list by clicking the checkbox next to each one</Step>

<Step number={6}>Click **Start Flow** to import</Step>

You can import multiple templates at once, or stagger phases by importing them separately with different start dates. The start date must be today or a future date.

<Callout type="warning">Importing copies the events from the template — it does not create a live link. Once imported, the client's events are completely independent from the template. Any changes you make to the template afterwards will not affect events already imported to clients.</Callout>

---

## Using the Client Autoflow Calendar

A client's Autoflow tab shows a calendar view of all their scheduled and processed events. This is where you manage individual client events.

#### Adding Individual Events

You can add events directly to a client's calendar without using a template.

<Step number={1}>Click any day cell on the calendar (or click **Add Event**)</Step>

<Step number={2}>In the modal, stay on the **Add Event** tab</Step>

<Step number={3}>Select the event type</Step>

<Step number={4}>Fill in the event details</Step>

<Step number={5}>Set the date and time</Step>

<Step number={6}>Click **Add Event**</Step>

This creates a one-off scheduled event on the client's calendar.

#### Viewing and Editing Client Events

<Step number={1}>Click any event on the calendar to open it</Step>

<Step number={2}>Review or modify the event details</Step>

<Step number={3}>Click **Update Event** to save changes, or **Delete Event** to remove it</Step>

<Callout type="warning">Processed events (events that have already fired) cannot be edited.</Callout>

#### Event Status Indicators

Events on the calendar are color-coded by type and display status visually:

- **Pending events** show the event type icon with the standard background color
- **Processed events** show a checkmark icon with a slightly darker background, indicating the action has been completed

---

## Autoflow with Onboarding Flows

Autoflow templates can be included in [Onboarding Flows](/help/articles/automations/onboarding-flow). When a client is onboarded through a flow that includes autoflow templates, the templates are automatically imported to the client's calendar starting from the onboarding date.

This means you can set up a complete automated experience: a new client signs up, gets their workout programs, resources, welcome messages, and check-in reminders delivered automatically over the course of weeks or months, without any manual work after the initial setup.


---

## Frequently Asked Questions

**Can clients see their autoflow events?**
Clients do not see the autoflow calendar directly. They receive the content (workouts, resources, messages, notifications, notes) as it is delivered. The autoflow calendar is a coach-side tool.

**What happens if I edit a template after importing it?**
Editing a template does not affect events that have already been imported to client calendars. Templates and imported events are independent after import.

**Can I import the same template to multiple clients?**
Yes. Each import creates a separate set of events on the target client's calendar. The template's trigger count tracks how many times it has been imported.

**What happens to events if a client is deleted or archived?**
Events for deleted or archived clients are automatically cleaned up and will not be processed.

**Can I cancel or stop an autoflow mid-way?**
There is no single "stop" button. To cancel remaining events, go to the client's Autoflow tab and delete the unprocessed events. Processed events (already delivered) cannot be reversed.

**What time zone are events processed in?**
Events are processed based on the client's timezone. If a client's timezone is set to US Eastern and an event is scheduled for 9:00 AM, it fires at 9:00 AM Eastern.

**Can I use autoflow with calendar-mode training programs?**
No. The Add Workout Program event only supports fixed-structure programs. Calendar-mode programs cannot be imported via autoflow.

**Where is the email event in autoflow?**
The email event has been permanently removed. Use the in-app message event as an alternative.

**Can I use automations for marketing or lead follow-up?**
No. HubFit automations are designed for actions on existing clients, such as sending in-app messages, assigning workouts, or delivering resources. They are not built for marketing, cold outreach, or reaching potential clients.

---

### Onboarding Flow

- **Category:** Automations
- **URL:** https://hubfit.com/help/articles/automations/onboarding-flow
- **Description:** Design the step-by-step experience new clients see when they sign up.
- **Related:** manage/packages, automations/autoflow, main/clients

## What Is an Onboarding Flow?

An onboarding flow is a reusable automation template that runs whenever a new client joins, no matter how they arrive: manually, via a purchased package, or through a Zapier automation. Define it once, and HubFit can automatically:

- Assign workout programs, nutrition plans, check-ins, questionnaires, habits, and metrics
- Grant access to resources, resource collections, recipe books, workout studios, and communities
- Apply client tags for organization and filtering
- Enroll the client in challenges
- Import autoflow templates to their calendar
- Assign a team member to manage the client
- Control which features the client can see and use in the app

You can create as many flows as you need — one per package, one per client type, or any combination that fits your business.

---

## Assignable Item Types

Each onboarding flow can include items from 16 categories, organized across three tabs in the flow builder.

#### Library Tab

These are your core coaching items — the content most clients need from day one.

| Item Type | What It Does |
|-----------|-------------|
| **Workout Programs** | Imports workout programs to the client. Calendar programs start from the current date. A single flow can include Calendar programs or Fixed programs, but not both. |
| **Nutrition Plans** | Imports meal plans or macros plans to the client's nutrition page. |
| **Questionnaires** | Assigns questionnaire forms for the client to complete. |
| **Check-Ins** | Copies check-in form templates to the client's check-in list. |
| **Habits** | Assigns habits to the client. Duration-based habits calculate their end date from the current date. |
| **Metrics** | Creates metric tracking entries for the client (e.g. weight, body fat, measurements). |
| **Resources** | Imports individual vault resources (files, links, videos) to the client's vault. |

#### On-Demand Tab

On-demand items give clients access to self-serve content libraries.

| Item Type | What It Does |
|-----------|-------------|
| **Resource Collections** | Grants the client access to curated resource collections. |
| **Recipe Books** | Grants the client access to shared recipe book collections. |
| **Workout Studio** | Grants the client access to on-demand workout studio content. |

#### Advanced Tab

Advanced items handle organization, community, and team workflows.

| Item Type | What It Does |
|-----------|-------------|
| **Client Tags** | Applies tags to the client for filtering and segmentation. |
| **Challenges** | Enrolls the client in active challenges. Ended challenges cannot be selected. |
| **Communities** | Adds the client as a participant in community forums. |
| **Autoflow** | Imports autoflow calendar templates starting from the current date. |
| **Assign Team Member** | Assigns the client to a specific workspace team member. |

---

## Feature Toggles

The **Feature Control** tab in the flow builder lets you show or hide specific sections of the client app. When a flow runs, these settings are applied to the client's account, controlling exactly what the client sees when they open the app.

There are 10 toggles grouped into three sections:

#### General

| Feature | Default | Description |
|---------|---------|-------------|
| Messaging | On | Client can message you through the platform |
| Check-Ins | On | Client can view and submit check-ins |
| Habit | On | Client can view and track habits |
| Photos | On | Client can upload progress photos |
| Metrics | On | Client can view and input metrics |
| Vault | On | Client can access resources in the vault |

#### Training

| Feature | Default | Description |
|---------|---------|-------------|
| Workout | On | Client can view assigned workout programs |
| Workout Tracker | On | Client can log workouts in the tracker |

#### Nutrition

| Feature | Default | Description |
|---------|---------|-------------|
| Nutrition Plans | On | Client can view assigned nutrition plans |
| Nutrition Tracker | On | Client can log food and track macros |

<Callout type="tip">Use feature toggles to simplify the client experience. If a client's package only covers training, turn off Nutrition Plans and Nutrition Tracker so they see a focused app with only the features that apply to them.</Callout>

<Callout type="info">Feature toggles set through an onboarding flow can be overridden later on a per-client basis from the client's profile. The flow sets the initial state; you always retain manual control.</Callout>

---

## Creating an Onboarding Flow

<Step number={1}>Navigate to **Onboarding Flow** in the sidebar</Step>

<Step number={2}>Click **Add Onboarding Flow**</Step>

<Step number={3}>Enter a name for your flow (e.g. "Premium Training Onboarding" or "Nutrition-Only Plan")</Step>

<Step number={4}>Click **Add Flow** to create it</Step>

<Callout type="tip">Choose descriptive flow names that indicate the package or client type they serve. When selecting a flow from a dropdown (e.g. inside the Package editor), a clear name saves time.</Callout>

---

## Configuring a Flow

After creating a flow, click on it to open the flow builder. Select items across the four tabs — **Library**, **On-Demand**, **Advanced**, and **Feature Control** — then click **Update Flow** to save.

You do not need to fill every category. Add only the items relevant to the client experience you are designing — empty categories are skipped when the flow runs.

<Callout type="warning">Workout programs in a single flow must all be the same type — either all Calendar programs or all Fixed programs.</Callout>

---

## Editing a Flow

There are two ways to edit a flow:

**Edit the flow name** — Click the three-dot menu on a flow row and select **Edit**. This opens a modal where you can update the flow name.

**Edit the flow automations** — Click anywhere on the flow row (outside the three-dot menu). This opens the full four-tab flow builder where you can change assigned items and feature toggles.

Changes take effect immediately for future flow executions. Clients who were already onboarded with the previous version are not retroactively updated.

---

## Duplicating a Flow

<Step number={1}>Click the three-dot menu on the flow you want to duplicate</Step>

<Step number={2}>Select **Duplicate**</Step>

<Step number={3}>Enter a name for the new flow</Step>

<Step number={4}>Click **Duplicate Flow**</Step>

The duplicate is an independent copy — changes to one flow do not affect the other. All assigned items and feature toggles are copied.

<Callout type="tip">Duplicating is the fastest way to create a variation of an existing flow. For example, duplicate your "Standard" flow to create a "Premium" flow, then add extra items like recipe books, workout studios, or community access.</Callout>

---

## Deleting a Flow

<Step number={1}>Click the three-dot menu on the flow you want to delete</Step>

<Step number={2}>Select **Delete**</Step>

<Step number={3}>Confirm the deletion in the confirmation dialog</Step>

<Callout type="warning">Deleting an onboarding flow also removes its reference from any packages that use it. Those packages will no longer trigger an onboarding automation when purchased. Only workspace owners and admins can delete flows.</Callout>

---

## Linking a Flow to a Package

The most common way to trigger an onboarding flow is by linking it to a package. When a client purchases the package, the flow runs automatically.

<Step number={1}>Navigate to **Packages** in the sidebar</Step>

<Step number={2}>Click **Add Package** (or edit an existing package)</Step>

<Step number={3}>In the package setup wizard, proceed to the **Automations** step (step 2 of 3)</Step>

<Step number={4}>Select an onboarding flow from the **Onboarding Flow** dropdown. A preview of the flow's assigned items appears below the selector, showing each category and its item names in a compact table.</Step>

<Step number={5}>Complete the remaining package steps (Benefits) and save</Step>

When a client completes their payment for this package, HubFit executes the linked onboarding flow. All items are assigned, features are configured, and tags are applied — instantly and without any manual action from you.

<Callout type="info">Each package can have one onboarding flow. If you need different automations for different packages, create separate flows and link each to the appropriate package.</Callout>

---

## Adding a Client with a Flow

You can also select an onboarding flow when manually adding a new client.

<Step number={1}>Navigate to **Clients** in the sidebar</Step>

<Step number={2}>Click **Add Client**</Step>

<Step number={3}>Fill in the client's name, email, and other details</Step>

<Step number={4}>Select an onboarding flow from the **Onboarding Flow** dropdown at the bottom of the Add Client form</Step>

<Step number={5}>Click **Add Client**</Step>

The flow executes immediately after the client is created. The client receives all assigned content and feature settings before they even open the app for the first time.

<Callout type="tip">This is useful for clients who do not go through a package purchase — for example, comp clients, existing gym members, trial users, or clients you onboard in person.</Callout>

<Callout type="info">The onboarding flow selector is only shown when creating a new client. You cannot retroactively apply a flow to an existing client through the Add Client form.</Callout>

---

You can also trigger onboarding flows via [Zapier](/help/articles/automations/zapier), allowing you to automate onboarding based on external events like form submissions, payments, or CRM updates.

---

## Frequently Asked Questions

**Can I apply an onboarding flow to an existing client?**
No. Onboarding flows can only be applied when creating a new client — either manually, through a package purchase, or via Zapier. To set up an existing client, assign their content manually from their profile.

**What happens if I edit a flow after clients have already been onboarded?**
Changes only apply to future clients. Clients who were already onboarded keep whatever content they received at the time. To update an existing client, make changes directly on their profile.

**Can I link the same flow to multiple packages?**
Yes. The same flow can be linked to as many packages as you need. Each time a client purchases any of those packages, the flow runs independently for that client.

**My client purchased a package but their content is missing — what happened?**
Check that the flow is linked to the correct package in the package's Automations step. Also verify the payment completed successfully — the flow only triggers after Stripe confirms payment. If specific items are missing, the item may have been deleted from your library after the flow was created.

**Can I run a flow more than once for the same client?**
No. Each trigger event runs the flow once per client. If you need to re-apply content, assign it manually from the client's profile.

**Do clients see the onboarding flow?**
No. Onboarding flows are a coach-side tool. Clients simply see the content — workouts, nutrition plans, resources, etc. — appear in their app automatically.

---

### Zapier

- **Category:** Automations
- **URL:** https://hubfit.com/help/articles/automations/zapier
- **Description:** Connect HubFit to thousands of apps with Zapier triggers and actions.
- **Related:** main/clients, manage/community, library/forms

## Zapier Overview

The Zapier integration lets you build automated workflows (called "Zaps") between HubFit and thousands of other apps. Each Zap has two parts:

- **Trigger** — An event in HubFit that starts the workflow (e.g. a new client signs up)
- **Action** — Something that happens as a result, either in another app or back in HubFit (e.g. add a row to a Google Sheet, send a Slack message)

You can also flip it: use a trigger from another app (e.g. a new Typeform submission) to fire an action in HubFit (e.g. add a client).

---

## Connecting HubFit to Zapier

To use HubFit with Zapier, generate an API key in HubFit and use it to authenticate in Zapier.

<Step number={1}>Go to **Settings** > **Zapier**</Step>

<Step number={2}>Click **Generate Key** and copy the key to your clipboard</Step>

<Step number={3}>Go to <a href="https://zapier.com/apps/hubfit/integrations" target="_blank" rel="noopener noreferrer">zapier.com/apps/hubfit/integrations</a> (or click **View Zapier App** from the HubFit Zapier settings page)</Step>

<Step number={4}>Create a Zap or choose a template, and paste your API key when prompted to connect your HubFit account</Step>

<Callout type="tip">You only need to authenticate once. Zapier stores your connection and reuses it across all your Zaps. If you regenerate your API key, you will need to reconnect.</Callout>

<Callout type="warning">Keep your API key secret. Anyone with this key can perform actions on your HubFit account. If you suspect your key has been compromised, click **Regenerate Key** in Settings — your old key stops working immediately.</Callout>

---

## Triggers

Triggers are events in HubFit that start a Zap. When the event occurs, Zapier receives the data in real time and passes it to the next step.

| Trigger | Fires when... |
|---------|---------------|
| **New Client Added** | A new client is added to your workspace |
| **Client Completed Workout** | A client marks a workout as complete |
| **Client Added Progress Photo** | A client uploads a progress photo |
| **Client Added Metric** | A client logs a metric value |
| **Client Submitted Check-In** | A client submits a check-in form |
| **Client Connected to Cronometer** | A client links their Cronometer account |
| **Client Connected to Fitbit** | A client links their Fitbit account |
| **Team Member Accepted Invite** | A team member accepts your workspace invitation |
| **New Community Post** | Someone creates a post in a community |
| **Team Member Completed Task** | A team member marks a task as done |
| **New Purchase** | A client purchases a package |

---

## Actions

Actions are operations Zapier performs inside HubFit. Use these as steps in a Zap, triggered by events from HubFit or any other app. When an action targets a specific client, you identify them by email address.

#### Client Management

| Action | What it does |
|--------|-------------|
| **Add Client** | Creates a new client in your workspace |
| **Archive Client** | Archives an existing client |
| **Unarchive Client** | Restores an archived client |
| **Get Client Information** | Retrieves a client's name, email, and creation date |
| **Get Client Last Active Date** | Returns when the client was last active |
| **Get Client Last Check-In Date** | Returns the date of the client's last check-in |
| **Send Magic Link Email** | Sends the client an email with their login credentials |
| **Update Client Units** | Sets the client's preferred weight and length units |

#### Content Assignment

| Action | What it does |
|--------|-------------|
| **Assign Form to Client** | Assigns a form template to a client |
| **Assign Nutrition Plan to Client** | Imports a nutrition plan to a client |
| **Assign Workout Plan to Client** | Imports a workout program to a client |
| **Assign Client to Vault Collection** | Grants a client access to a vault collection |
| **Import Vault Resource to Client** | Imports a vault resource to a client's vault |
| **Add Client to Community** | Adds a client as a participant in a community |
| **Trigger Onboarding Flow** | Runs an onboarding flow for a client |

#### Communication

| Action | What it does |
|--------|-------------|
| **Send Message to Client** | Sends a chat message to a client |
| **Add Note to Client** | Creates a note on a client's profile |
| **Create Client Metric** | Adds a new metric type to a client's profile |

#### Workspace & Library

| Action | What it does |
|--------|-------------|
| **Add Exercise to Library** | Creates a new exercise in your exercise library |
| **Add File to Vault** | Adds a link-based resource to your workspace vault |
| **Add File to Client Vault** | Adds a link-based resource directly to a client's vault |
| **Add Task** | Creates a task in your workspace |
| **Assign Client to Team Member** | Assigns a client to a team member |

<Callout type="info">Some actions require an item ID (e.g. a form, workout plan, or onboarding flow). You can copy the ID from HubFit by clicking the three-dot menu on the item and selecting **Copy ID for Zapier**.</Callout>

---

## Example Workflows

Here are practical workflows you can build with the HubFit Zapier integration.

#### Onboarding & lead capture

| Trigger | Action | What it does |
|---------|--------|-------------|
| HubFit: New Client Added | Gmail: Send Email | Sends a personalized welcome email to every new client |
| HubFit: New Client Added | Slack: Send Channel Message | Notifies your team channel when a new client signs up |
| HubFit: New Client Added | Google Sheets: Create Row | Logs every new client in a spreadsheet |
| Typeform: New Entry | HubFit: Add Client | Creates a HubFit client from a lead form submission |
| Calendly: Invitee Created | HubFit: Add Client | Adds a client when someone books a discovery call |

#### Client engagement

| Trigger | Action | What it does |
|---------|--------|-------------|
| HubFit: Client Completed Workout | Slack: Send Channel Message | Posts a celebration message when a client finishes a workout |
| HubFit: Client Submitted Check-In | Google Sheets: Create Row | Logs check-in dates for compliance tracking |
| HubFit: Client Added Metric | Slack: Send Direct Message | Sends you a DM when a client logs a metric |
| HubFit: New Purchase | Google Sheets: Create Row | Logs every package purchase to a revenue spreadsheet |

#### Content delivery

| Trigger | Action | What it does |
|---------|--------|-------------|
| Typeform: New Entry | HubFit: Assign Workout Plan to Client | Assigns a workout program after an intake form |
| Typeform: New Entry | HubFit: Assign Nutrition Plan to Client | Assigns a nutrition plan based on form responses |
| HubFit: New Client Added | HubFit: Trigger Onboarding Flow | Kicks off your full onboarding sequence |

<Callout type="tip">You can chain multiple HubFit actions in a single Zap — for example: New Client Added > Assign Form > Assign Workout Plan > Add to Community > Send Welcome Message, all without a third-party app.</Callout>

---

## Frequently Asked Questions

**Is there a limit to how many Zaps I can create?**
HubFit does not limit the number of Zaps. The limit depends on your Zapier plan.

**Can my team members use Zapier?**
The API key is tied to the workspace owner's account. Team members cannot generate their own keys.

**Do triggers fire in real time?**
Yes. HubFit triggers use webhooks, so events are sent to Zapier the moment they occur.

**Can I use Zapier to bulk-import clients?**
Not directly. Set up a Zap with a trigger from a spreadsheet app (e.g. Google Sheets: New Row) that fires the HubFit "Add Client" action for each row.

**What happens if a Zap fails?**
Zapier retries failed actions automatically. You can view error details in Zapier's Task History and replay failed tasks.

**My Zap stopped working after I regenerated my API key — what do I do?**
Reconnect your HubFit account in Zapier with the new key. All Zaps using the old key will fail until you update the connection.

---

### Settings & Billing

- **Category:** Account & Setup
- **URL:** https://hubfit.com/help/articles/account/settings-and-billing
- **Description:** Manage your account settings, subscription, payments, and Stripe integration.
- **Related:** manage/packages, manage/teams

## Settings

Your Settings page lives under **Settings** in the sidebar. It has six tabs: Profile, Branding, Zapier, Notifications, Password, and Danger.

#### Editing Your Profile

The Profile tab lets you update your personal details and regional preferences.

#### Name and photo

<Step number={1}>Go to **Settings** > **Profile**</Step>

<Step number={2}>Click **Change Picture** to upload a new profile image</Step>

<Step number={3}>Edit your full name in the text field</Step>

<Step number={4}>Click **Update** to save</Step>

#### Changing your email

<Step number={1}>On the Profile tab, click **Change Email** next to your current email address</Step>

<Step number={2}>Enter your new email in the modal and click **Send Verification Code**</Step>

<Step number={3}>Check your new email inbox for a 6-digit verification code</Step>

<Step number={4}>Enter the code and click **Verify**</Step>

<Callout type="info">If the code does not arrive, click **Resend Code**. The code must be entered in the same session.</Callout>

---

#### Notification Preferences

Control which client activities trigger notifications. Each notification type can be toggled independently for **Email** and **In-app notifications**.

<Step number={1}>Go to **Settings** > **Notifications**</Step>

<Step number={2}>Toggle each notification type on or off</Step>

---

#### Changing Your Password

<Step number={1}>Go to **Settings** > **Password**</Step>

<Step number={2}>Enter your current password in the **Old Password** field</Step>

<Step number={3}>Enter your new password in the **New Password** field</Step>

<Step number={4}>Re-enter it in the **Confirm New Password** field</Step>

<Step number={5}>Click **Change Password**</Step>

---

#### Deleting Your Account

The Danger tab lets you permanently delete your HubFit account and all associated data.

<Callout type="warning">Account deletion permanently removes all your data. This action cannot be undone.</Callout>

<Step number={1}>Go to **Settings** > **Danger**</Step>

<Step number={2}>Click **Delete Account**</Step>

<Step number={3}>Follow the confirmation steps — select a reason, type your email to confirm, and click **Yes, Delete My Account**</Step>

---

## Billing

Your Billing page is where you manage your HubFit subscription, view invoices, update payment methods, and add tax information. Access it from the sidebar under **Billing**.

The Billing page has two views:

- **Detail** — Your current plan summary, billing info, payment method, tax ID, referral credits, and invoice history
- **Plan** — Compare all available plans and upgrade, downgrade, or change tiers

---

#### Upgrading Your Plan

<Step number={1}>Go to **Billing** > **Plan**</Step>

<Step number={2}>Click **Upgrade** on the plan you want to move to (or **Unlock More Clients** on the Ultimate tier selector)</Step>

<Step number={3}>A confirmation modal shows the features you will gain</Step>

<Step number={4}>Click **Upgrade Plan** to confirm</Step>

<Callout type="info">Upgrades are charged immediately. The amount is prorated based on the remaining time in your current billing cycle. If you are on a trial, upgrading within the trial period does not trigger a charge.</Callout>

If the upgrade payment fails, a banner will appear at the top of your Billing page with options to **Complete Upgrade** (retry payment) or **Cancel Upgrade** (revert to your current plan).

---

#### Downgrading Your Plan

<Step number={1}>Go to **Billing** > **Plan**</Step>

<Step number={2}>Click **Downgrade** on the lower plan</Step>

<Step number={3}>A confirmation modal shows the features you will lose</Step>

<Step number={4}>Click **Downgrade** to confirm</Step>

<Callout type="warning">Downgrades are scheduled for the end of your current billing cycle. You keep access to all features until then. You cannot downgrade to a plan with a client limit lower than your current active client count.</Callout>

To cancel a scheduled downgrade, click **Re-activate** on your current plan card.

---

#### Cancelling Your Subscription

<Step number={1}>Go to **Billing** > **Detail**</Step>

<Step number={2}>Click **Cancel Plan** (or **Cancel Trial** if you are in your trial period)</Step>

<Step number={3}>The cancellation flow opens — select a reason, optionally provide feedback</Step>

<Step number={4}>Confirm the cancellation</Step>

Your subscription remains active until the end of the current billing period. Past-due subscriptions (with failed payments) are cancelled immediately.

#### Reactivating a cancelled subscription

If you change your mind before the cancellation date:

<Step number={1}>On the Billing Detail page, find the cancellation banner</Step>

<Step number={2}>Click **Reactivate**</Step>

Your subscription continues as normal and the cancellation is reversed.

---

#### Managing Your Billing Info

The Billing Info section displays your billing name, address, and email as they appear on your invoices.

<Step number={1}>Go to **Billing** > **Detail**</Step>

<Step number={2}>Find the **Billing Info** section (shows your billing name, address, and email)</Step>

<Step number={3}>Click **Edit** — you will be redirected to the Stripe Customer Portal where you can update your billing details</Step>

---

#### Managing Your Payment Method

<Step number={1}>Go to **Billing** > **Detail**</Step>

<Step number={2}>Find the **Payment Method** section (shows your card type and last four digits)</Step>

<Step number={3}>Click **Update** — you will be redirected to the Stripe Customer Portal where you can add or change your card</Step>

---

#### Adding a Tax ID

If you need a tax identifier on your invoices (VAT number, EIN, GST, etc.):

<Step number={1}>Go to **Billing** > **Detail**</Step>

<Step number={2}>Find the **Tax ID** section</Step>

<Step number={3}>Click **Add tax ID** (or **Edit** if one is already on file)</Step>

<Step number={4}>In the modal, select your tax ID type from the dropdown</Step>

<Step number={5}>Enter your tax ID number</Step>

<Step number={6}>Click **Update**</Step>

Once added, Stripe will verify your tax ID. The verification status will show as **Pending**, **Verified**, or **Unverified** next to your Tax ID.

---

#### Invoices

Your invoice history appears on the Billing Detail page. Click **View invoice** to download a PDF receipt, or **Pay now** on an unpaid invoice to complete payment via Stripe.

---

#### Referral Credits

If you have earned referral credits, they are automatically applied to your next invoice. Click **View Details** on the Billing Detail page to see your referral history.

---

## Frequently Asked Questions

**Can I switch between monthly and annual billing?**
You can switch from monthly to annual at any time. It is treated as an upgrade and charged immediately with proration. To switch from annual to monthly, contact support.

**What happens to my clients if I downgrade?**
You keep all your clients as long as you stay within the new plan's client limit. If your current active client count exceeds the new plan's limit, you will not be able to downgrade until you archive enough clients to fit within the limit.

**Will I lose my data if I cancel?**
Your data is preserved when you cancel. If your subscription expires completely (status becomes Cancelled), your active clients will be archived, but your account and data remain. Resubscribe at any time to restore access.

**How does the free trial work?**
When you subscribe to a paid plan for the first time, you get a 14-day free trial. Your card is collected at checkout but not charged until the trial ends. You can cancel during the trial at no cost. If you upgrade your plan during the trial, you are not charged extra.

**Who can access the Branding and Zapier tabs?**
Only the workspace owner can see and edit the Branding and Zapier settings tabs. Team members and other workspace roles do not have access to these tabs.

**Do archived or deleted clients count towards my plan limit?**
No. Only active clients count towards your plan's client limit.

**How do I update the email on my invoices?**
Your invoices use the email address on your Stripe customer profile. To update it, go to **Billing** > **Detail** > click **Update** on the payment method section, then update your email in the Stripe Customer Portal.

**Does HubFit have a referral program?**
Yes. You earn $50 in credit for every successful referral, and the referred coach gets a free month. You can find the referral option at the bottom of the sidebar.

**How do I reset my password?**
Go to the [forgot password](https://app.hubfit.com/auth/forgot-password) page and follow the instructions. If you signed up with Google and need to set a password, use the same link.

**How do I change my account email address?**
Go to **Settings** > **Profile** and update your email. You will need to verify the new address with a code. If you cannot receive the verification code (for example, the email does not exist or you made a typo during signup), contact support to verify ownership and have it changed.

**Can I sign up as a coach without an Instagram account?**
Yes. Enter "NA" in the Instagram field during signup.

**Is pricing available in currencies other than USD?**
No. All HubFit pricing is in USD. If you pay with a different currency, your bank converts from USD automatically.

**Where do I enter a promo code?**
Enter it at checkout when subscribing. Promo codes only apply to monthly plans, not annual.

**Does HubFit accept American Express (AMEX)?**
No. AMEX is not accepted.

**My payment was declined or my account is locked. What do I do?**
Contact your bank to confirm the transaction is legitimate, then retry the payment from **Billing**. If your account is locked due to a missed payment, resolve any outstanding invoices from the Billing section to restore access.

**Can I change my billing date?**
No. To change it, cancel your current plan and resubscribe on your preferred date.

**Can I use PayPal, a local payment gateway, or a non-Stripe payment method?**
No. HubFit only integrates with Stripe for payments. Custom, local, or alternative payment gateways (including PayPal) are not supported. You can add clients manually and take payments outside of the platform if needed.

**Can I see my renewal date and amount, or get an advance copy of my invoice?**
Your renewal date and amount are visible on the **Billing** > **Detail** page. Advance copies of invoices are not available — invoices are generated when the payment is due.

**Where do I find Settings?**
On the web, click the profile icon in the top-right corner. On the coach mobile app, tap the gear icon in the top-right corner of the Dashboard screen.

---

### Custom Branding

- **Category:** Account & Setup
- **URL:** https://hubfit.com/help/articles/account/custom-branding
- **Description:** Apply your logo, colors, and brand name to the HubFit experience your clients see.
- **Related:** account/settings-and-billing, manage/packages

## What Is Custom Branding?

Custom Branding lets you apply your own logo, brand name, and theme color to the surfaces your clients interact with. This brands the experience inside the app; the app itself remains HubFit on the App Store and Google Play. Changes are self-serve and take effect immediately.

---

## Custom Branding

#### What You Can Customize

| Element | Description | Limit |
|---------|-------------|-------|
| **Brand Name** | Your business or app name displayed to clients | 25 characters |
| **Brand Headline** | A tagline or subtitle shown beneath your name | 35 characters |
| **Brand Color** | Your primary theme color (hex value) applied across the UI | Any valid hex |
| **Brand Logo** | Your logo displayed in the app header, emails, and pricing pages | Image file (PNG, JPG) |

#### Where Your Branding Appears

Your brand identity is applied to four client-facing surfaces:

#### Client App

Your logo, brand name, headline, and color appear in the app header and throughout the UI. Buttons, navigation elements, check-in widgets, and habit trackers all use your brand color.

#### Client Emails

Emails sent to your clients (login instructions, reminders, notifications) display your logo in the header.

#### Packages Page

Your public pricing/packages page shows your logo and brand name at the top, with package buttons styled in your brand color.

#### Stripe Checkout

Your logo and brand name appear on the Stripe checkout page when clients purchase a package.

#### Share Cards

Your logo appears when clients share content from the app, such as workout PRs and challenge achievements.

<Callout type="tip">The Branding settings page shows a live preview as you make changes. Switch between the App, Email, and Packages tabs to see how your branding looks before saving.</Callout>

#### What's Not Branded

A couple of things to keep in mind:

- **HubFit web isn't fully branded.** Your logo replaces the HubFit logo in the sidebar after sign-in, but the rest of the web interface stays HubFit-branded. For a fully branded experience, clients should use the mobile app.
- **Custom domains aren't supported.** You can't host the client app or your packages page on a subdomain like fitness.hubfit.com or your own domain. Branding is applied on top of HubFit-hosted surfaces only.

---

#### Setting Up Your Branding

<Step number={1}>Go to **Settings > Branding**</Step>

<Step number={2}>Upload your **Logo** — click the logo area and select an image file (PNG or JPG)</Step>

<Step number={3}>Enter your **Brand Name** (up to 25 characters)</Step>

<Step number={4}>Enter a **Headline** (up to 35 characters) — this appears as a subtitle beneath your name in the client app</Step>

<Step number={5}>Choose your **Brand Color** using the color picker or enter a hex value directly</Step>

<Step number={6}>Click **Save** to apply your branding</Step>

Changes take effect immediately across all surfaces.

<Callout type="info">Only workspace owners can access the Branding settings page.</Callout>

---

#### Resetting to Defaults

<Step number={1}>On the Branding tab, click **reset back to default**</Step>

<Step number={2}>Confirm by clicking **Yes** in the confirmation dialog</Step>

This resets the icon to the HubFit logo, name to "HubFit", and theme color to the default blue.

---

## Frequently Asked Questions

**Who can access the Branding settings?**
Only workspace owners. Team members with Standard or Admin roles will not see the Branding tab in Settings.

**Does custom branding affect the coach dashboard?**
No. Branding is applied to client-facing surfaces only — the client app, client emails, and your public packages page. Your coach dashboard remains HubFit-branded.

**Can I change my branding after saving?**
Yes. Go to Settings > Branding and update any element at any time. Changes take effect immediately.

**What image format should my logo be?**
PNG or JPG. SVG files are not supported. Use a square image for the best results, as it appears as an app icon in the client app header.

**Is HubFit web branded?**
Only partially. Your logo appears in the sidebar after sign-in, but the rest of HubFit web stays HubFit-branded. For a fully branded experience, clients should use the mobile app.

**Can I use a custom domain like fitness.hubfit.com?**
No. HubFit doesn't support custom domains or subdomains. Your client app, packages page, and other branded surfaces stay on HubFit-hosted URLs — branding is applied on top of those, but the URLs can't be changed.

**Why isn't my branding color showing in emails sent to clients?**
Brand colors are not applied to client emails. Only your logo is displayed in email headers.

---

### Wearables

- **Category:** Account & Setup
- **URL:** https://hubfit.com/help/articles/account/wearables
- **Description:** Connect fitness wearables via Apple Health or Health Connect to sync steps, calories, sleep, and heart rate.
- **Related:** library/metrics, manage/challenges

## How Wearable Integration Works

HubFit integrates with your phone's built-in health platform to pull wearable data into one consistent view for coaches:

- **iOS** — Apple Health
- **Android** — Health Connect

This approach means HubFit works with any wearable that syncs to Apple Health or Health Connect — including Apple Watch, Fitbit, Garmin, Oura Ring, Whoop, Samsung Galaxy Watch, Google Pixel Watch, Polar, COROS, and more. No matter which device your clients use, the data arrives in the same format, so you get a consistent coaching experience across your entire client base.

---

## Supported Data Types

HubFit syncs four categories of health data:

| Data Type | What's Tracked | Unit |
|-----------|---------------|------|
| **Steps** | Daily step count | steps |
| **Active Calories** | Calories burned through activity | kcal |
| **Sleep** | Duration, sleep cycles (deep, light, REM, awake), and start/end times | hrs / mins |
| **Heart Rate** | Resting heart rate, average, max, and min | bpm |

<Callout type="tip">Sleep data includes stage breakdowns when your wearable provides it. The source device (e.g. "Apple Watch", "Oura", "Fitbit") is captured alongside sleep data so your coach knows where the data came from.</Callout>

---

## Viewing Client Health Data

When a client connects their wearable, you can view their synced health data from their profile.

<Step number={1}>Open a client's profile</Step>

<Step number={2}>Navigate to the **Wearable** tab</Step>

<Step number={3}>You'll see their health data dashboard with charts for steps, calories, sleep, and heart rate</Step>

The dashboard shows:

- A **Summary** tab with ring totals and a mini chart per metric
- Drill into **Steps**, **Calories**, **Sleep**, or **Heart Rate** for headline stats, a full chart, and a daily log
- Period-over-period comparison badges (e.g. "↓ 35%")

---

## Date Range and Views

You can view health data in two modes:

| View | Description |
|------|-------------|
| **Week** | Shows data for a single ISO week (Mon-Sun). |
| **Month** | Shows data for a full calendar month. |

<Step number={1}>Use the toggle to switch between **Week** and **Month** view</Step>

<Step number={2}>Use the navigation arrows to move forward or back in time</Step>

<Step number={3}>Switch tabs to drill into a specific data type (**Summary**, **Steps**, **Active Calories**, **Sleep**, or **Heart Rate**)</Step>

---

## Understanding Sleep Data

When viewing a client's sleep data, you'll see a detailed breakdown:

- **Total Duration** — Total time asleep (in hours and minutes)
- **Deep Sleep** — Time spent in deep/slow-wave sleep
- **Light Sleep** — Time in light or core sleep stages
- **REM Sleep** — Time in REM sleep
- **Awake** — Time spent awake during the sleep session
- **Sleep Window** — Start and end timestamps (when available)

<Callout type="tip">When a client has multiple sleep data sources (e.g. both an Oura Ring and an Apple Watch), HubFit picks the most reliable source so the data doesn't overlap or double-count.</Callout>

---

## Understanding Heart Rate Data

Heart rate data shows four measurements per day:

| Metric | Description |
|--------|-------------|
| **Resting HR** | Resting heart rate (typically measured during sleep or inactivity) |
| **Average HR** | Average heart rate across the day |
| **Max HR** | Highest recorded heart rate |
| **Min HR** | Lowest recorded heart rate |

---

## Integration Status

On a client's **Settings > Integrations** page, you can see which health integrations are connected.

---

## What Wearable Data Does and Does Not Sync To

<Callout type="warning">Wearable data is a standalone system in HubFit. It does **not** sync with Metrics or Habits. Steps, calories, sleep, and heart rate from wearables are only visible on the client's Wearable tab — they do not appear as metric data points or count toward habit goals.</Callout>

Wearable data **does** sync with **Challenges**. When a client has Apple Health or Health Connect connected and joins a Steps challenge, their step count updates automatically.

| Feature | Syncs with wearable data? |
|---------|--------------------------|
| **Challenges** (Steps) | Yes — step data feeds into Steps challenges automatically |
| **Metrics** | No — metrics are tracked separately via manual logging or check-in forms |
| **Habits** | No — habit entries must be logged manually by the client or coach |

---

## Connecting a Wearable (Client Setup)

Clients connect their wearable from **Settings > Integrations** in the HubFit app. Their wearable must first sync to Apple Health (iOS) or Health Connect (Android).

Most wearables sync automatically through their companion app. If a client needs help, use this reference:

| Wearable | iPhone Setup | Android Setup |
|----------|-------------|---------------|
| **Apple Watch** | Syncs to Apple Health automatically | N/A |
| **Fitbit** | Open Fitbit app > Account > toggle **Apple Health** on | Open Fitbit app > Settings > toggle **Health Connect** on |
| **Garmin** | Open Garmin Connect app > Settings > Health > toggle **Apple Health** on | Open Garmin Connect app > Settings > toggle **Health Connect** on |
| **Oura Ring** | Open Oura app > Settings > toggle **Apple Health** on | Open Oura app > Settings > toggle **Health Connect** on |
| **Whoop** | Open Whoop app > Settings > Health App > Enable | Open Whoop app > Settings > toggle **Health Connect** on |
| **Samsung Galaxy Watch** | N/A | Syncs to Health Connect via Samsung Health |
| **Google Pixel Watch** | N/A | Syncs to Health Connect via Fitbit app |
| **Polar** | Open Polar Flow app > Settings > toggle **Apple Health** on | Open Polar Flow app > Settings > toggle **Health Connect** on |
| **COROS** | Open COROS app > Settings > toggle **Apple Health** on | Open COROS app > Settings > toggle **Health Connect** on |

Once the wearable syncs to the phone's health platform, the client taps **Apple Health** or **Health Connect** in HubFit's Integrations settings and grants permission to read health data. Data begins syncing automatically.

<Callout type="tip">If a client's data isn't appearing, the most common cause is that their wearable isn't syncing to Apple Health or Health Connect. Have them open the health app on their phone and check if the data appears there first.</Callout>

---

## How Syncing Works

Data syncs automatically when the client opens the HubFit app. Clients can also manually trigger a sync by tapping the steps display on their profile and hitting the refresh icon in the top right corner.

Clients only see their step count from wearables in the app — calories, sleep, and heart rate data are only visible from the coach dashboard, since clients already have access to this data through their wearable's own app.

<Callout type="info">If a client's data stops syncing after an iOS or Android update, their health permissions may have been reset. Have them check **Settings > Privacy & Security > Health > HubFit** (iPhone) or **Settings > Health Connect > App permissions > HubFit** (Android).</Callout>

---

## Disconnecting a Wearable

If a client wants to stop sharing health data, they can disconnect by going to **Settings > Integrations** in the HubFit app and tapping their connected integration (Apple Health or Health Connect), then tapping **Disconnect**.

<Callout type="warning">Disconnecting removes all synced health data from HubFit. This action cannot be undone. If the client reconnects later, HubFit will re-sync available data from their phone's health platform.</Callout>

---

## Frequently Asked Questions

**Does wearable data sync with Metrics or Habits?**
No. Wearable data is a standalone system. Steps, calories, sleep, and heart rate are only visible on the client's Wearable tab. They do not appear as metric data points or count toward habit goals. Wearable data does sync with Steps challenges.

**Why is my client's wearable data not showing up?**
The most common cause is the wearable not syncing to Apple Health or Health Connect. Have the client check their phone's health app first. If the data is there, make sure HubFit has the correct permissions enabled, then have them open the HubFit app to trigger a sync. If the issue persists, try disconnecting and reconnecting the health integration from **Settings > Integrations**.

**Can clients connect Fitbit, Garmin, or Oura directly to HubFit?**
No. HubFit reads from Apple Health and Health Connect only. The wearable must sync to one of these platforms first.

**Why is the step count different from the wearable app?**
Apple Health and Health Connect aggregate and deduplicate data from all sources. The numbers in HubFit match what the phone's health platform reports, which may differ slightly from the wearable's own app.

**My client's sleep data is missing stage breakdowns.**
Not all wearables report sleep stages. Basic fitness bands may only report total duration. For stage breakdowns (deep, light, REM, awake), the client needs a wearable that tracks sleep stages.

**What happens if a client disconnects?**
Disconnecting removes all synced health data from HubFit. If they reconnect later, HubFit will re-sync available data from their phone's health platform.

---

### General

- **Category:** Account & Setup
- **URL:** https://hubfit.com/help/articles/account/general
- **Description:** Common questions about HubFit as a product, feature requests, and getting started.
- **Related:** account/settings-and-billing

## Frequently Asked Questions

**Is there a public product roadmap or feature request system?**
The roadmap is kept internal and we are not able to share upcoming features or timelines publicly. To submit a feature request, use the **Share feedback** option in the Home section of the live support chat — it goes straight to our product team. We read every suggestion, though we are not able to reply individually or share progress updates. The best way to stay in the loop on new releases is to follow us on Instagram or check your email inbox, where we announce everything as it goes live.

**Does HubFit offer live demos, sales calls, or onboarding assistance?**
We do not offer live demos. You can watch tutorial videos on our YouTube channel, explore step-by-step lessons in the HubFit Academy, or browse our help articles for quick answers. Our 14-day free trial gives you full access to explore the platform, and our team is always available through live chat if any questions come up.

---