Attach alternative exercises your client can swap to mid-session when equipment is busy or a movement doesn't suit them.

Save alternates on an exercise

Add or remove alternates for one workout

How swapping works for the client

Things to watch out for

How do I add alternate exercises to a workout?

Create private tags in the Tag manager, assign clients to them, and filter your roster by tag — clients never see their tags.

Create and assign tags

Tag rules and limits

Filter your roster by tag

How do I organize clients with tags?

Share vault files and collections from a client's Vault tab so documents, videos, and links appear in their app.

Add a file to your library

Share files from a client's Vault tab

Where the client sees them

Remove a file from a client

How do I attach files to a client's profile?

Add consent checkboxes with internal or linked terms, and collect a drawn signature, so waivers and terms are captured with the form.

Add an agreement to a form

Agreement settings at a glance

Collect a signature

Preview before you save

Use agreements on waivers and intake forms

How do I add a consent agreement or signature to a form?

Add any of the 12 answer types to a form, mark questions required, reorder them, and know which types public forms can't use.

Add a question to a form

The 12 answer types

Set up Body Metric and Progress Photos questions

Question settings and limits

Quick-add a suggested question

Edit or delete a question

What question types can I add to a form?

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.

Add an in-person client without inviting them

What a client without a login can and can't do

Invite them later if they change their mind

How do I add an in-person client who doesn't need an email or app login?

Use a day cell's add menu to put a workout, progress photo task, body metric task, or automation on an exact date.

Add an item to a day

What the client sees for each item type

Add a one-off automation event on a day

How do I add workouts, tasks, and automations to a specific day?

Build a one-time onboarding form, then have an onboarding flow assign it automatically the moment a new client joins.

Create the onboarding form

Send the onboarding form to clients by hand

Assign it automatically with an onboarding flow

Onboarding form behaviour at a glance

How do I create an onboarding form for new clients?

Configure sets, reps, rest, tempo, and per-set tracking metrics on any exercise inside the workout builder.

Add and remove sets on an exercise

Set options

Choose what the client logs per set

Set rest between sets

How do I add, remove, and edit sets on an exercise?

Invite coaches and admins into your workspace from Settings → Team Members, and resend or cancel an invitation that hasn't been used.

Invite a team member

What happens after you send the invite

Resend or cancel a pending invite

How do I add a sub-coach or team member?

Work through the five-step White Label application — eligibility, logo, store details, terms, and payment — and hand it to the launch team.

Step 1 — Tell us who you are

Step 2 — Upload your logo and pick a splash color

Step 3 — Enter your store details

Step 4 — Accept the terms

Step 5 — Submit and pay

Edit your application before you submit

How do I apply for a white-label app?

Archive one client or several at once to free client spots without losing data, and reactivate them later from their profile banner.

Archive one client

Archive several clients at once

What archiving does to the client's app

Reactivate an archived client

Find archived clients

How do I archive, reactivate, or delete a client?

Archive a direct message to clear your inbox, and rename, lock, add members to, leave, or delete a group chat.

Archive a direct message

View a group chat's details and members

Rename a group chat or change its picture

Lock a group so only you can send

Add or remove group members

Leave or delete a group chat

How do I archive and manage conversations?

Pick a start date and clients, understand the snapshot and timezone rules, and manage the scheduled events on each client's calendar.

Assign an automation to clients

How the schedule is worked out

What happens if an assignment fails

Manage a client's scheduled events

How do I assign an automation to a client?

Assign check-ins in batches with start and end dates, link or copy a form per client, and copy one-time forms to many clients.

Assign a check-in to clients from the form

Choose between linking and copying

Copy a one-time form to many clients

Edit, unsubscribe, and delete from a client's profile

How do I assign a check-in or one-time form to a client?

Give a sub-coach access to specific clients from the Team Members page, take clients back, and know what each side is notified about.

Assign clients to a sub-coach

Unassign clients from a team member

Assignment rules

How do I assign clients to a sub-coach?

Assign a library habit to up to 20 clients at once, or build a habit for one client with its own start and end dates.

Assign a habit to several clients at once

Add a habit for a single client

Schedule and field limits on a client's habit

Edit a client's habit

Remove a habit from a client

How do I assign a habit to a client?

Assign a plan to one or many clients, tailor each client's independent copy, and remove a plan when it's no longer needed.

Assign a plan to one or many clients

Assign a plan from a client's profile

Customize a client's copy

Remove a plan from a client

What the client sees

Assign plans through onboarding flows

How do I assign a meal plan and customize a client's copy?

Copy or subscribe a program to clients, choose scheduled or on-demand delivery, and set or change the start date.

Copy a phased program to clients

Subscribe clients from the program editor

Deliver without a start date

Set or change a program's start date

Deliver a program as an on-demand library

Copy a structured program to clients

How do I assign a program to a client and set its start date?

Schedule workouts on a client's calendar, copy them to more days, edit their copy, move them, and remove ones they haven't started.

Schedule a workout on a client's calendar

Copy a client's workout to more days

Read a workout's status on the calendar

Edit a client's assigned workout

Move or remove a client's workout

How do I assign, move, copy, or remove a client's workouts?

Understand what an automation does, how it differs from an onboarding flow, and how to create one from the Automations page.

What clients see when an automation runs

When to use an automation

Automations versus onboarding flows

Create an automation

Find, rename, duplicate, and delete automations

What are automations, and when should I use one?

Create your first clients, invite them by email or a copied link, and know what they see before their account goes active.

Add your first client

Limits when adding clients

Share the invite link yourself

What your client does next

How do I bring my first clients into Fitsly?

Send one message to up to 100 clients at once — as private direct messages or one shared group chat — from the Messages page.

Send a broadcast

Choose how the broadcast is delivered

Broadcast limits

How do I send a broadcast announcement to my clients?

Add events to days in the automation editor, pick from the eight event types, manage weeks, and save your changes.

Add an event to the timeline

Automation event types

Event limits

Edit, move, and delete automation events

Manage weeks in an automation

Save the automation

How do I build an automation timeline?

Create a multi-phase, week-based program, add workouts to each phase, and schedule them onto the weeks of the phase.

Create a phased program

Manage phases

Add workouts to a phase

Schedule phased workouts on the calendar

Duplicate and delete phased programs

How do I build a phased program?

Build a fixed day-and-week grid of workouts, then copy it onto client calendars as a one-time schedule.

Create a structured program

Copy a structured program to client calendars

Duplicate and delete structured programs

How do I build a structured program?

Use the collection editor to add sections, fill them with items, choose layouts and scroll styles, and tag items for filtering.

Build a collection

Section settings

Add and remove items in a section

Rename or remove a section

Tag items in a section

Reorder items and sections

How do I build a collection with sections, items, and layouts?

Cancel from the Current plan card, keep full access until your paid period ends, and reactivate any time before that date.

Cancel your subscription

What happens after your plan ends

Reactivate a cancelled plan

How do I cancel or reactivate my Fitsly subscription?

Set an exercise's tracking type and tracking columns to control exactly what your client logs per set.

Change an exercise's tracking type

Choose the exact tracking columns

Override the metrics for one workout

What clients can enter

How do I change an exercise's metric type (reps, time, distance)?

Upgrade, downgrade, or switch between monthly and yearly billing from Settings → Subscription, and know exactly what you're charged today.

Plans and prices

Upgrade, downgrade, or switch billing cycle

What you're charged

Why a plan change can be rejected

Choosing a plan after cancelling — read this first

How do I change my Fitsly subscription plan?

Where your country and preferred units are set, how new clients inherit them, and how to change a client's units and timezone.

Where your country and units are set

What new clients inherit

Change a client's units and timezone

Set the defaults for future clients

How do I change my region and units?

Scan packaged foods with your camera, and build My Meals, My Foods, and saved recipes so repeat logging is one tap.

Scan a barcode

How do I scan a barcode and save my own meals?

Payments & Packages

What happens when a client's payment fails?

How do I connect Stripe so I can take payments from clients?

How do I create and manage discount coupons?

How do I create a package?

How do I duplicate or archive a package?

How do I manage a client's subscription?

What payment and subscription notifications do I get?

How do I refund a payment?

How do I request a payout, and how long until the money lands?

How do I share my storefront and control what's for sale?

How do I track my revenue in Fitsly?