Managing Clients

Overview

The client management page helps you add, view, and manage all your clients in one place. Track package status, view upcoming appointments, and manage personal information.

How to Access

• Tap the "Clients" tab (person icon) on the bottom navigation bar

Client Page Components

1. Header

• Title "Clients"
• Active count - Shows number of active clients
• Search button - Tap to open search field
• Add button (+) - Add new client

2. Search Field

Shows when: Search button is tapped

Search by:

• Name
• Nickname
• Phone number

3. Filter Chips

Filter list by:

4. Client Card

Each card displays:

Left section:

• Profile picture or name initials
• Name - Display name
• Link icon (Blue) - Indicates client has linked account

Middle section:

• Main status - Shows most important info:
  • Low package remaining (Red/Orange)
  • Session today (Green)
  • No package
  • Next session (date/time)
  • Package session count

Right section:

• Create appointment button (if has package) - Quick-create appointment
• Status badge:
  • "Inactive" (Gray)
  • "Locked" (Orange) - Over quota

5. Quota Warning Banner

Shows when: Clients exceed subscription quota

• Shows used/quota count
• Tap to go to Subscription page

Adding Clients

Tap + button at top right corner or FAB at bottom right

Method 1: Send Invite Link (Recommended)

Use when client will use the app:

1. Select "Send Invite Link"
2. System generates invite code automatically
3. Copy or Share the code to client
4. Client enters code in app to connect

Invite code has limited validity (shows expiry time)

Benefits of linking:

• Client can book appointments themselves
• Receive automatic notifications
• View schedule and progress

Method 2: Create Offline

Use when client won't use the app:

1. Select "Create Offline"
2. Fill in information:
   • Display Name (Required)
   • Nickname (Optional)
   • Phone (Optional)
   • Gender (Optional)
   • Notes (Optional)
   • Preferred Location (Optional)
3. Tap "Add Client"

Note: Offline clients can link accounts later

Client Detail Page

Tap a client card to view details

Top Section

• Large profile picture
• Name and nickname
• Status badge (Active/Inactive)

Quick Contact

Shows when: Contact information exists

Tap buttons to:

• Call - Opens phone app
• LINE - Opens LINE
• Facebook - Opens Facebook
• Instagram - Opens Instagram

Client Information

Stats

Shows 3 numbers:

• Sessions completed - Number of completed sessions
• Packages - Number of packages purchased
• Active packages - Currently active packages

Quick Actions

To-do Items (For linked account clients)

Shows when: Client has linked account and has unconfigured items

Reminders:

• Assign package template
• Set visible locations

Settings

• Visible Locations - Select locations client can book
• Set Inactive / Set Active - Change status

Assigned Templates

Shows list of package templates assigned to this client

Usage:

• Tap "Assign Template" to select templates
• Client will see assigned templates when purchasing packages

Information Tabs

1. Upcoming Appointments

• List of incomplete appointments
• Tap to view details

2. Packages

• All purchased packages
• Shows used/total sessions
• Status (Active, Expired, Completed)

3. Body Measurements

• Weight, height, body fat % data
• Measurement history
• Progress graphs

Editing Clients

1. Open client detail page
2. Tap "Edit" button
3. Edit information:
   • Display name
   • Nickname
   • Phone
   • Gender
   • Notes
   • Preferred location
   • Social Media (LINE, Facebook, Instagram)*

Note: *For clients with linked accounts, Social Media cannot be edited (client must edit themselves)

1. Tap "Save"

Changing Status

Set as Inactive (Archive)

1. Open client detail page
2. Tap "Set Inactive" button
3. Confirm

Result:

• Client disappears from Active list
• Still accessible through "Inactive" filter
• All data remains

Reactivate

1. Select "Inactive" filter
2. Tap desired client
3. Tap "Set Active" button

Contacting Clients

Phone

1. Open detail page
2. Tap phone button
3. System opens phone app

LINE

1. Open detail page
2. Tap LINE button
3. System opens LINE chat

Other Social Media

• Tap Facebook/Instagram button to open profile

Linked Account vs Offline Clients

Tips for Using

1. Use "Has Package" filter - See clients ready to train
2. Send invite links - Helps clients book themselves
3. Assign templates - Makes it easy for clients to buy packages you want
4. Set visible locations - Limit where clients can book
5. Archive inactive clients - Keeps list clean

FAQ

Q: Can't add client, showing over quota?

A: Your subscription limits client count. Upgrade plan or archive unused clients.

Q: Client linked account but doesn't appear in list?

A: Check that client used correct invite code and code hasn't expired.

Q: Can't edit client's Social Media?

A: Clients with linked accounts must edit Social Media themselves.

Q: Can I delete a client permanently?

A: Cannot delete permanently, but can Archive (set inactive).

Q: How to view all session history?

A: Open client detail page > tap "Session History" button

Related Topics

• Calendar and Schedules
• Packages and Templates
• Managing Sessions
• Dashboard