Adding a client

You can add a new client to your Coach Dashboard by following these steps.

To add a new client:

  1. Login to Coach Dashboard.
  2. Go to Seats tab.
  3. Click Add a Client + button in the top panel
  4. Complete the form by adding the Name, Email, Program Start Date, and Pod
    1. Program Start Date will display the next 5 future programs based on the current date
    2. If a new pod is selected, input the Pod Name
  5. Click Next
  6. Recommended: Set up automatic email invitation which will allow the client to see the that they are invited to the PQ program
  7. Click Save Changes.

Video tutorial in Learning Hub