How to Add Clients to Your Clients List in Your TrainerBase App

1. Go to the add clients screen and select the "+ Add Client" button

There are two ways to do this!

Go to the add clients tab at the bottom of the screen, and select the "+ Add Client" button

Or, from the clients picker screen, if you can't find your client in your clients list, there's an "+ Add New Client" link as well

2. Enter details about your client

Name (required)

Phone Number (required)

As of the latest build (#26), entering a client's phone number will trigger the application to send an automated message to your client.

The automated text message will be optional in a future release of the app.

For example, the automated message sent by adding this client to your clients list is "Hi, John Smith, Trainer [Your Name] added you to clients list."

Email (optional)

Rates (optional)

You have the option to add 30 minute, 60 minute, or 90 minute rates. When you create a calendar event with this client, you can choose to use one of these default rates that you specify here, or you can choose a custom rate.

3. Add the client to your clients list

When you've finished adding details about your client, click "Add" at the top-right of your screen to add the client to your clients list.

4. View your clients list

After you've saved a client, the app will take you back to your clients list.

5. Next Steps

By going to the Schedule tab, you can create sessions with this client.

If you need to edit or delete this client from your client list, if you select the client from the client list screen, you can edit or delete the client in the app.

Last updated: December 14, 2024 with TestFlight build #26