How do I assign clients to a sub-coach?
Give a sub-coach access to specific clients from the Team Members page, take clients back, and know what each side is notified about.
Client assignments control which clients a sub-coach can see and work with. Admins and you, the owner, see every client regardless of assignments.
Assignments are managed from Settings → Team Members on the web dashboard, and require an active subscription or trial.
Assign clients to a sub-coach
- Go to Settings → Team Members, open the row menu on an active member, and choose Assign clients.
- Pick the clients to add — by search, by tag filter, or with select-all.
- Confirm.
Archived clients and clients already assigned to that member don't appear in the picker. Assigning is additive: clients already assigned to that member stay assigned.
The sub-coach gets a push notification naming the newly assigned clients — up to 3 by name, or just the count when there are more.
Unassign clients from a team member
- Open the same row menu and choose Unassign clients.
- Pick the clients to remove from that member.
- Confirm.
Only the clients you pick are removed. The sub-coach is notified too, the same way — up to 3 names, or the count when there are more. The coach drops out of that client's message picker, while past content keeps that coach's name on it.
Client assignment rules
| Rule | Value |
|---|---|
| Clients per team member | No limit |
| Team members per client | No limit |
| Assigning to a pending invite | Not possible — the member must be active |
| Assigning is | Additive — existing assignments stay |
| Effect on admins | None — admins already see every client |
Things to watch out for
- Assigning clients to an admin doesn't change their access — admins already see everything. It does list that admin as one of the client's coaches in the client app's message picker, so there's normally no reason to do it.
- Role changes keep assignments. Promoting a sub-coach to admin means assignments no longer limit them; demoting an admin to sub-coach means they only see whatever clients are assigned to them, possibly none until you assign some.
Quick answers
Are my clients notified when I assign them to a different sub-coach?
No. The sub-coach gets a push notification, but the client gets nothing — their coach list in the client app quietly updates. Past content from a previous coach keeps that coach's name on it.