Coach+ Help Center

Adding clients to your Coach+ Dashboard is simple. Follow this step-by-step guide to add your first client and start coaching.

Step 1: Navigate to the Clients Page

Click on the Clients menu item in the left sidebar to open the Clients page.

Clients page showing client list — 📸 FULL PAGE (1920x1080) - Capture clients page with table showing 5-6 clients, filter buttons, and Add Client button

Step 2: Click "Add Client"

Look for the "Add Client" button in the top-right corner of the Clients page and click it.

Info

If you've reached your client capacity limit, you'll see an alert instead. Contact support to upgrade your plan.

Step 3: Fill in Client Information

A modal will appear asking for your client's information. Fill in the required fields:

Add client modal with form fields — 📸 MODAL (1920x1080) - Capture Add Client dialog centered with form fields and background dimmed

Required Fields

Full Name - Your client's complete name
Email - Their email address (used for account pairing)
Phone - Contact phone number

Optional Fields

Date of Birth - For age calculations and program planning
Gender - For personalized recommendations
Notes - Any additional information about the client

Tip

Make sure the email address is correct - this is how your client will pair their account with your coaching profile in the mobile app.

Step 4: Save the Client

After filling in the information, click the "Save" or "Add Client" button at the bottom of the modal.

The modal will close and your new client will appear in the clients list.

Step 5: View Client Profile

Click on your newly added client in the list to view their detailed profile.

📸 FULL PAGE (1920x1080) - Capture client detail view with tabs (Overview, Progress, etc.) and Overview tab content

The client profile has several tabs:

Overview - Basic information and quick stats
Progress - Progress photos and weight tracking
Check-in - Client check-in submissions
Program - Assigned workout plans
Meal Plan - Nutrition and meal plans
Profile - Detailed information and settings

Understanding Client Pairing

After you add a client in the dashboard, they need to pair their account in the mobile app:

Client downloads the Coach+ mobile app
Client creates an account using the same email address you entered
Client selects your coach profile to pair with
The account is automatically paired

Warning

The email address must match exactly for pairing to work. Make sure there are no typos when adding the client.

Client Status

Clients can have different statuses:

Uncoached - Client added but hasn't paired their mobile app yet
Coached - Client is paired and actively being coached
Active - Coached client who logged in within the last 7 days
Inactive - Coached client who hasn't logged in for 7+ days

Filtering and Searching

On the Clients page, you can:

Use the filter tabs to view All, Coached, or Uncoached clients
Use the search bar to find specific clients by name or email
Sort the list by name, date added, or last active

What's Next?

Now that you've added your first client, you can:

Assign them a workout plan from the Plans section
Create a meal plan in the Meal Plan tab
Set up meetings using the Calendar
Track their progress in the Progress tab

Tip

Instruct your client to download the mobile app and create an account with the email you provided. They'll be able to see all the plans and content you assign to them.

Troubleshooting

Can't add more clients?

You may have reached your plan's client limit. Check your account tier and contact support to upgrade.

Client not showing as paired?

Make sure your client:

Used the exact email address you entered
Selected your coach profile in the mobile app
Completed the account setup process

Adding Your First Client