Clients
Add and manage the clients on your roster, their contact details, training schedule, and program assignments.
How to open
Tap Clients in the sidebar.
Client list
- Search - filter by name (
Search clients…) - Filters - Active, Pending, or Deleted
- Tap a row to view a client
- Use the edit or delete icons on a row for quick actions
Empty list after loading: No clients found
Client statuses
| Status | Meaning |
|---|---|
| Pending | On your roster, not on an active client plan yet — programs stay locked for them on the website |
| Active | Subscribed to a recurring plan or active one-time package — programs unlock |
| Deleted | Removed from your roster; schedules and sessions are deleted |
New clients start as Pending. Status moves to Active when they complete checkout on a client plan you created on the website. If their plan access ends, status returns to Pending.
See Managing clients for the full onboarding workflow.
New client
- Tap New Client
- Fill in the form:
- First name and Last name (required)
- Nickname, Email, Date of birth
- Goals and Notes
- Training schedule - preferred training days and times
- Tap Add client
Edit or view a client
Open a client from the list. In view mode you see their program assignment summary (or No program assigned - assign one from the Programs screen.).
Tap edit to change details or training schedule, then Save changes.
Delete a client
From the list or detail view, choose delete. Confirm: Remove {name}? Their schedules and sessions will also be deleted.
Before assigning a program
Clients need preferred training days and times set before you can assign a program from the Programs screen. If days are missing, assignment will ask you to set them on the Clients screen first.
On the website
Client billing plans and subscriptions are managed on the website: Client plans and Billing.