Different ways of onboarding clients

by Isabella Scott-Wilds


The contacts feature is the main area where you can add clients and you are able to add all information necessary for that contact. You are also able to create a package and share this to your clients directly or upload it onto your social media, your clients will then creating their account once purchased. This is an efficient way of onboarding a mass of clients, as they can input any additional information at a later point.

Example 1 

From your 'My Hub' page, you can hit the 'Add Contact' tab.


Here you can fill in all the required (*) fields.


Finally click the 'Add Contact' button this will then send your client an activation email to create their client account with you 💪


Example 2 

Alternatively, you can get the share link for the package by clicking on the 3 dots next to it and then copying the bottom link and sharing that with the client directly or via emails/ websites/ or social media.

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Once your client has purchased the package from you, this will create their account and they will answer the PAR-Q and any other forms you have added to the sign up process. Also, their profile will populate with anything that was added to the package.


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