Before you start
- You need at least one plan on the Subscription and Pricing page. You can also create a quick one from inside the dialog.
- Your Perform plan must have room for one more trainee.
Add the trainee
1
Open the dialog
On Clients, press New client. The dialog says “Only required fields are mandatory. Other details are optional.”
2
Enter the required details
- First name
- Last name
- Phone number. This is the number the trainee signs in to the app with. For a number outside Israel, tick I have a non-Israeli number and pick the country. See Phone numbers.
- Coaching plan. Pick from your plans. Each option shows the plan name and its length.
3
Check the price
Price including VAT (₪) is filled from the plan. You can change it for this trainee. If you enter a lower price, the dialog shows the discount as an amount and a percentage.
4
Set the dates
What you see here depends on the studio setting When the subscription starts.
- With Assignment date, you get a Start date and an Expiry Date. Leave the start date empty to start today.
- With any other setting, the dialog explains that the subscription starts with an event, such as the first workout, and shows how long it runs from that start.
5
Assign coaches
Under Coaches, tick one or more. See Assigning coaches.
6
Review the forms
Forms & check-in is filled from the plan. Change it for this trainee if needed.
- Registration form. Sent once, right after the trainee is created.
- Recurring form with its Frequency: Weekly, Biweekly or Monthly.
- Send day for weekly and biweekly, or Day of month for monthly.
7
Decide on the WhatsApp invitation
Tick Send the invitation to the trainee’s WhatsApp to send joining details as soon as the trainee is added. It is off unless you tick it.
8
Save
Press Save. You see “Client added successfully” and the trainee appears on the board.
Optional details
Open Additional details (optional) to fill in more. The trainee completes gender, email and date of birth on their first sign-in, so you can skip them.Create a plan on the spot
If the plan you need does not exist, press the plus button next to Coaching plan. The dialog New coaching plan asks for a Product name, a Time period and a Unit of months or days. Save it and it is selected for the trainee. To set a price, forms and a name for the trainee app, edit the plan afterwards on Subscription and Pricing. See Subscription plans.What happens after you save
- The trainee is created with the coaches you picked. A team member limited to their own trainees is assigned automatically, so the trainee does not vanish from their board.
- The subscription is created from the plan, price and dates.
- If you ticked the invitation, a WhatsApp message with the trainee’s first name and your studio’s name goes out. A failed message does not undo the trainee.
- If a registration form is set, it is sent right away.
- The recurring form is attached and goes out on its schedule.
How the trainee signs in
The trainee opens the app, enters the same phone number and types the code they receive on WhatsApp. There is no password to set.Sending the recurring form on a Saturday
If the send day falls on a Saturday, the form is sent the following Sunday instead. For a monthly form, a day such as the 31st falls back to the last day of shorter months.If saving is refused
You have reached your plan limit
You have reached your plan limit
Your Perform plan is full. Nothing was created. Press Upgrade plan to move to a larger plan. See Choose a Perform plan.
The plan does not set a duration
The plan does not set a duration
The plan has no fixed length and you did not give one. Enter the subscription length or an expiry date.
The expiry date is before the start date
The expiry date is before the start date
A subscription must run forwards. Fix one of the two dates.
Please select a coaching plan
Please select a coaching plan
A plan is required in this dialog.
Adding many trainees at once
- Coming from AutoFit: use AutoFit migration.
- Starting a new studio with a spreadsheet: the setup wizard reads an Excel or CSV file.