Managing Your Clients

Efficient Client Management allows professionals to get the most from their Coach Account.  To learn how to get the most out of your client list and to take advantage of the features in your account, please click on the links below.

Adding a Client: Learn the three different ways to add a client to your Coach Account

Removing a Client: Instructions on how to remove a client from your Coach Account

Managing Client Preferences: Learn how to set/edit each client's preferences, including their daily email notifications

Changing Client Accounts between Basic and Premium: Read how to change client account levels from within your Coach Account

Share a Client: Learn how to share a client with other Coach Accounts

Managing your Client List: Learn how to manage and filter your lists of clients, under in the "People" section of your account

Configure Client Chart Layouts: Configure the Chart Layout that each of your clients can see on their Workout Details view, Meal Details View, and Dashboard View.

Configure a Client's Zones: You can set your clients heart rate zones, power zones, and speed/pace zones from within your Coach Account.

 



Have a question and cannot find the answer? No problem! Just submit a support ticket and we're happy to help.