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Add clients, organise your roster, and manage each client profile.
14 articlesUpdated Sep 12, 20263 sections
Adding clients
5How do I add a new client to Fitsly?Create a client on the Clients page, set their coaching mode and details, and email them an invitation to finish signup.2 minHow do I invite clients with a public sign-up link?Share a client's personal signup link over any channel, and use a public form link to capture leads from people who don't have an account yet.3 minHow do I add an in-person client who doesn't need an email or app login?Add an in-person client without sending an invitation, so you can track their training and notes while they never log in to the client app.2 minHow do I resend or cancel a client invitation?Resend a Pending client's invitation, fix a wrong email address, copy their signup link, or archive the client to take the invitation back.2 minHow do I set default settings for new clients?Understand what a new client inherits by default, and use an onboarding flow to apply your own feature settings and content the moment they join.2 min
Managing your roster
3How do I search, filter, and sort my client list?Use the Clients page search, status and tag filters, and sorting — including 30-day workout compliance — to find clients and spot who's slipping.2 minHow do I organize clients with tags?Create private tags in the Tag manager, assign clients to them, and filter your roster by tag — clients never see their tags.1 minHow do I archive, reactivate, or delete a client?Archive one client or several at once to free client spots without losing data, and reactivate them later from their profile banner.2 min
The client profile
6What's on a client's profile, and how do I edit their details?Tour the client profile tabs, read the Overview snapshot, and edit a client's details, photo, units, and timezone.2 minHow do I set goals, notes, and limitations for a client?Keep three lists on a client's Coaching tab — shared goals the client also edits, plus private notes and limitations only you see.2 minHow do I pin a note to a client's dashboard?Pin a dated message to one client's dashboard or your whole roster, choose when it shows, and remove it from one client or everyone.2 minHow do I control which features a client can use?Use the ten Feature Control toggles on a client's Settings tab to hide parts of the client app without deleting anything.1 minHow do I attach files to a client's profile?Share vault files and collections from a client's Vault tab so documents, videos, and links appear in their app.2 minHow do I export a client's data?Find where each kind of client data lives on their profile, and what happens to it when you archive them.1 min
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