Understand the three form types, how they reach clients, and where answers land once a form is submitted.

The three form types

What you can put in a form

How a check-in reaches a client

Where answers go

What forms need an active subscription

Frequently asked questions

How do forms and check-ins work in Fitsly?

Create a client on the Clients page, set their coaching mode and details, and email them an invitation to finish signup.

Add a new client

New client fields and limits

What happens after you save a new client

Client-spot limits when adding a client

How do I add a new client to Fitsly?

Verify your identity and connect a Stripe account from the Payments page so your storefront can take card payments.

Verify your identity and connect Stripe

You get a new Stripe account

What the identity check involves

Know when you can actually take payments

Handle an "Action required" banner

Things to watch out for

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

Build reusable habits on the Habits page — name, goal, period, duration, and reminder — then assign them to any client.

Create a habit in your library

Habit settings at a glance

Find a habit in your library

Edit a library habit

Delete a library habit

How do I create a habit in my habit library?

Create custom exercises, copy built-in Fitsly ones, and organize the library with tags, filters, and sorting.

Create a custom exercise

Exercise settings

Copy a Fitsly exercise into your custom library

Organize exercises with tags

Search and filter the exercise library

Remove an exercise from your library

How do I create and organize exercises in my exercise library?

Sign up for a coach account on the web, start your 14-day free trial, and know what to do if signup is rejected.

Sign up for a coach account

Signup field rules

Sign up through a team invitation

Sign in to your account

How do I create my Fitsly coach account?

Accept your coach's email invitation on the web, set your password, then install the client app and sign in.

Accept your coach's invitation

What you need to enter on the setup page

Download the client app

How do I join my coach and download the app?

Change your email, password, SMS number, and active sessions in account settings, and your business name, colors, and logo on the Brand kit page.

Change your password

Change your email address

Add, verify, or remove your SMS number

Review and sign out your active sessions

Set your business name, colors, and logo

How do I update my coach profile and business settings?

Read a client's monthly calendar — what each chip means, how to filter the grid, and where to find monthly completion stats.

Read the calendar grid

Filter what appears on the calendar

Read monthly completion stats

Use To do today on the client profile

Open items from the calendar

How does a client's calendar work?

Understand how a client's phone health platform feeds steps, sleep, weight and workouts into their account, and where you see it.

How the health data connection works

Where wearables fit

What syncs and where it lands

What each health platform can do

How does health and wearable data get into Fitsly?

Understand direct messages, group chats, broadcasts, and where your inbox lives on the web dashboard and coach app.

The three kinds of conversation

Search and filter your inbox

See a client's recent activity beside the chat

Messages that get created for you

Notifications and read state

How does messaging work in Fitsly?

Understand the four building blocks of Nutrition — foods, recipes, meal plans, and macro targets — and how they reach your clients.

The pieces of Nutrition

How a meal plan reaches a client

How targets define "on track"

What clients own, and what you own

How does Nutrition work in Fitsly?

Understand the two levels of branding — the included Brand kit, and the paid White Label add-on that puts your own app in the stores.

What the Brand kit gives you

What the White Label add-on gives you

How a White Label app comes to life

Where you manage branding and White Label

What is the Fitsly White Label app?

Understand how the Vault stores your files, links, and videos, how collections work, and how content reaches clients.

The two pages in your Vault

How content reaches a client

Vault rules at a glance

What clients can do in the Vault

Working with a team library

What is the Vault, and how do I use it?

Work out which account is already holding the email address you're trying to use, and what to do in each case.

The client is already on your roster

The address belongs to a coach account

The address belongs to another coach's client

Change a pending client's email

Why am I getting "Email address already exists" when I add a client?

Attach a demonstration video, photos, and written instructions to an exercise, and add per-workout coaching notes clients see mid-set.

Add a demonstration video to an exercise

Add photos and written instructions

Add a coaching note for one workout

Add alternate exercises clients can swap to

How do I add videos and personalized instructions to an exercise?

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?

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 when you change plan

Why a plan change can be rejected

Choosing a plan after cancelling

How do I change my Fitsly subscription plan?

Create a check-in, one-time, or public form, set its name, description, and cover image, then duplicate or delete it later.

Create a form

Add a description and cover image

Preview the form before you save

Form settings at a glance

Find a form in your library

Duplicate a form

Delete a form

How do I create a form?

Build a one-time or recurring package with a price, trial, commitment, and storefront description, then publish it for sale.

Create a package

Package settings

Edit a package

Find a package in your list

How do I create a package?

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.

Copy a client's personal invite link

Why invite links are one per client

Sell on your storefront to bring in clients

Capture new people with a public form link

How do I invite clients with a public sign-up link?

Set your business name, colors, logo, and font, and customize your invitation email, welcome email, and client setup page.

Set up your Brand kit

Brand kit settings and limits

Personalize your Brand kit copy with placeholders

How do I set up my brand kit?

Sign in to the client app, stay signed in, reset a forgotten password, and change your password or email address.

Sign in to the client app

What happens the first time you sign in

Stay signed in and sign out

Reset a forgotten password

Change your password or email address in the app

Sign-in messages and what they mean

How do I sign in, and what if I forget my password?

Open a one-to-one conversation with a client, or create a group chat with several clients, from the web dashboard or coach app.

Start a direct message with a client

Start a group chat

Who you can message in a team workspace

Communities come with a group chat

How do I start a direct message or group chat?

Add files, videos, and external links to Vault resources, tag them, and manage them once they're in your library.

Add a file or link to your library

Resource settings and limits

What happens after you upload a video

Tag your resources

Find a resource in your library

View, edit, and delete a resource

How do I upload files, links, and videos to my resource library?

Start from one of 30 ready-made habit templates, edit anything you like, and save it into your habit library.

Use a habit template from the Habits page

The five template categories

What a template does and doesn't set

Start a client's habit from a template

How do I use Fitsly's built-in habit templates?

Walk an iPhone client through connecting Apple Health, read the three card states, and know what to tell them when data stops arriving.

Steps your client follows to connect Apple Health

What the three Apple Health card states mean

What the Apple Health permissions screen shows

How a client changes or removes Apple Health access

How do my clients connect Apple Health?

Diagnose why a client can't sign in — unfinished setup, the wrong address, the wrong app — and get them into the client app.

The client is still Pending

Their invite link says "Invalid signup code"

The forgot-password page says no account exists for their email

They're signing in to the wrong app

Sign-in error messages and what they mean

My client can't log in or sees "no account exists" — how do I help them?

Walk through the four setup steps after signup, pick a plan, start your 14-day trial, and get demo data loaded.

The four welcome wizard steps

Pick a plan and start your free trial

Use a referral code

What the demo data import does

What happens during the welcome wizard and free trial?

Search the built-in verified food library, read a food's full details, and copy any item into your own custom foods.

Search the food database

Copy a database food into your custom foods

Where database foods appear

Serving measures lock once a database food is added

What is the verified food database?

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 an in-person client later

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

Search the help centre.

Start today with a free trial