Adding a client

Looking to enroll your clients through the PQ Program? Here are some simple instructions.

Steps to Add a New Client:

1. Login to Coach Dashboard

2. Navigate to the Client Manager Tab

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

4. 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 to the start date or create a new one.

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

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

Additional steps for paid clients:

1. 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.

2. In the portal:

   1. Choose between a monthly or annual subscription.

   2. Payment information can be securely saved for future purchases.

3. Once payment is completed:

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

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

Left - When an included client is added, the form should have a green indicator at the top. 

Right - When a paid client is being added, it should take you to the purchase journey in step 3.

Example of Email Receipt

Notes:

• 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.