ALL CLIENTS OVERVIEW

The Client overview enables users to view a list of Clients(subject to viewing permissions) and some specific details about them

The Client overview enables users to view a list of Clients (subject to viewing permissions).

Click the icon in the main menu to view the list of all clients.

The Client overview page also has a number of filters as follows:

  • Active / Inactive / Frozen - These are status options on the client record.
  • Shared  / Private - Client visibility state with other Trainers
  • Groups - Use the filter to list only the clients in certain groups
  • Locations - Clients who have been associated to multiple Home Club Locations

Use the button to send an email or push notification to any client.

Add new clients using the button.

View a Client's profile by selecting the name of the Client.

Send an email using your local email client application by clicking the client's email address.