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Assign a Base Program to a New Client

Assign a Base Program to a New Client

Add a new client and set them up on their starting base program.

Every new client starts on a base program — it's a built-in part of signing them up, not a separate task. That's because the base program powers the client's learning phase, gathering data and insight from their wearable so you get to know them before moving them onto a more personalised plan. As you add a new client you'll choose their base program and set their check-in frequency and learning phase length; at the end, the app gives you an invite to share so the client can join.

Step 1 — Client Details

  1. Start adding a new client to open the Client Details screen ("About your client — enter the basics and choose a starting program").

  2. Enter the client's Full Name, Email and Phone (choose the correct country code).

  3. Under Who will coach this client?, select the coach. Tap the ? icon for help text if you need it.

  4. Tap Next.

[ Screenshot: Step 1 — Client Details ]

Step 2 — Program

  1. On the Program screen ("Choose a starting program"), tap Select Program.

  2. Find the program using the Search bar or the Recent and alphabetical list, tap to select it (for example Base Fat Loss Program), then tap Add.

[ Screenshot: selecting a program from the list ]

  1. Choose when the program starts — either Once client accepts invite, or Specific date (then pick the date, e.g. 01 Mar 2026).

  2. Set the Check in frequency: Weekly, Fortnightly or Monthly.

  3. Set the Learning phase length: 7, 14, 21 or 30 days. Tap the info (i) icon to see what the learning phase does.

  4. Tap Add.

[ Screenshot: Step 2 — Program (start timing, check-in frequency, learning phase) ]

Finish — Client Added

  1. You'll see the Client Added screen. The client also receives an email invite, and you're given an Invite Code, a URL and a QR code to share.

  2. Use Copy Link or Share to send the invite, Revoke Invitation to cancel it, or Done to finish.

[ Screenshot: Client Added — invite code, link & QR ]

Good to know: this is the only place you set the learning phase length — it's chosen here when assigning, not when you build the base program.

Related Articles

  • Create a Base Program

  • Introducing: the Learning Phase

  • View and adjust a client's program

  • Understanding base program adherence

  • Base Programs: Overview