Help Centre | Client Management

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Clients overview

Get an overview of Client Management and its features.

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Adding a client

Learn how to add clients to your list and how to connect with them.

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Import your client list

Learn how to upload a CSV file and set up your entire client list.

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Client activity

Get an overview of your client's activity list.

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Connect a client via the Member App/Portal

Learn the how to connect your clients with your via the Member App and get an overview of the different options.

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Client training & sessions

Learn more about monitoring your client's training compliance and session history.

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Client progress

Monitor your client's process, both in training and health.

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Manage your clients' billing

Get an overview of anything related to your client's finances.

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Active and inactive clients

Clients can be made inactive and active again to help you organise your business.

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Client groups

Learn how to use client groups and how to set them up.

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Family accounts

Learn how family accounts work and how to manage them.

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Remove a client

You can either delete or disconnect clients.

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