A coach's workflow using FITR is: 'Create - Write - Invite':

Coaches invite. Clients accept:

Legally a client must take the final step of signing up to program. A coach doesn't add clients to programs, they invite clients to sign up, because a subscription to a program can be and often is also a financial commitment.

Ways to invite

Fixed Length, Group Rolling calendar and Session 1 Day 1 programs have two ways to invite clients to subscribe:

1-2-1 programs have two additional choices:

Depending on the program type you're creating you can either invite clients before you start programming (manual invitation option unique for 1-2-1 programs) or after you've started programming (Fixed Length, Group Rolling Calendar and Session 1 Day 1 programs).

Once you've completed the first Info & Price step, you'll have four options to invite clients when creating a 1-2-1 Program. You can use one all or four of the options.

1. Invite current clients

You can choose one or more current clients to invite to the program. Once added they'll move to the 'Pending' tab. This allows you to create programming for the client before they join the program. Once you're ready, you can then send a program invite to the client and the programming you've created will be waiting for them in the app.

2. Manually add

Entering their name and email address through this option displays them in a 1-2-1 program's 'Pending' clients tab. This allows a coach to write programming content in a unique calendar prior to inviting the client to subscribe to that program and access that calendar personal to them. Once you're ready you can then send an invite to the client to subscribe. The content in their unique calendar, will be waiting for them.

3. Email

Simply send a link to the program via an email. Unlike the previous two options, clients will receive the program invite immediately. Please keep this in mind as a lot of coaches prefer to add programming then invite clients.

IMPORTANT: If you invite clients this way, you will need to wait for them to accept the invite and join the program before you can send them training. This is an important difference between the "Email" and "Manually add" options for a coach. The "Email" option sends an invitation to a new client who does not have any record in our system. Consequently, it is not possible to start programming for the client until they create an account and purchase a plan. And that is a reason why this coach wasn't able to see them in "Pending" tab. When the "Manually add" option is used, a coach adds the client's first name, last name, and email. After that, a client with "Invited user" status is recorded in our system, and the coach can start programming for them (invited clients are displayed in "Pending" tab). Regarding these options for a client, they work exactly the same way. The client receives an invitation email with a link to the coach's plan and follows identical steps.

4. Program URL

Simply copy and share the program's direct unique URL link anywhere you want.

IMPORTANT: If you invite clients this way, you will need to wait for them to accept the invite and join the program before you can send them training.

After completing the first two steps, Info & Pricing and Programming, you'll be able to invite clients using two options.

There's three ways to find the invite options in the future. When selected these will provide the same options as outlined above.

From the main Programs list page, select More and 'Sign up new clients'.

Select the name of the program from your main list, then select More.

If you know the name of a client who needs a program, head to their name and click the More option.

If you need more help, please get in touch on live chat.

Thanks

The Fitr Team