All Clients & Inviting a Client

All Clients & Inviting a Client

Your full roster — and how to add someone new.

Getting here: open the menu (...) → Clients, then tap the All tab.

Your roster

The All tab lists every client, alphabetically and searchable. Clients you've invited who haven't joined yet are marked Invited. This tab also surfaces check-ins that are Ready for Review and Overdue (with Send Reminder / Profile actions).

[ Screenshot: the All tab (roster + search) ]

Add or invite a client

1. Tap the + (top-right) to add a new client. This starts the onboarding flow where you enter their details and choose their starting base program — see Assign a Base Program to a New Client.

2. Until they accept, the client shows as Invited in the list.

Related Articles

• Clients: Overview

• Assign a Base Program to a New Client

• The Client Feed