Adding a client

Steps to Add a New Client:

• Login to Coach Dashboard

• Navigate to the Client tab

• Click the Add a Client + button located in the top right panel.

  • If you want to use Included client access, the toggle should be green.
  • If you want to use Paid client access, the toggle should be grey.

• Complete the required fields in the form:

  • Name: Enter the client’s full name.

  • Email: Provide the client’s email address.

  • Program Start Date: Choose a date that works for you and your client.

  • Pod Selection: Select an existing Pod associated with the start date or create a new one.

    • If creating a new Pod, input the Pod Name.

• Send an Invitation Email: After completing the form, click Next to generate an email invitation that will be automatically sent to the client.

  • This is the last step for Included clients. There are 2 total steps to complete. 
  • For Paid clients, there are additional steps below. There are 4 total steps to complete. 

Additional steps for Paid clients:

• After sending the invitation email above, the system will redirect you to the purchase portal. Please do not close this tab, or the process will not be complete.

• In the portal:

  • Choose between a monthly or annual subscription.

  • Payment information can be securely saved for future purchases.

• Once payment is completed:

  • You will receive a confirmation that the client has been successfully enrolled in the program. You will receive a separate email once the client registers in the mobile app.

  • An email receipt with the client subscription will be sent to your email address. See email receipt example.

Example of Email Receipt

Important to know

• Make sure to confirm all details before sending the invitation or processing payments.

• If you have any issues, refer to the support section in your Coach Dashboard or contact customer support.

• Coaches are not able to add clients after the program start date, as this could create a poor program experience.