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Onboarding Clients & Groups

A guide to inviting, onboarding, and managing clients and coaching groups.

Jack B. avatar
Written by Jack B.
Updated over a month ago

How do I invite clients to join?
→ Go to Clients > Invite New Client, enter their email, and they’ll receive an invitation with instructions to create an account.

Can I manage multiple clients and groups?
→ Yes! You can manage unlimited clients and create group coaching programs under one account.

How do I onboard my clients?
→ Clients receive an email invitation from their coach and need to sign up through the link provided. Once they create their account, they’ll have access to their sessions, assignments, and other coaching materials.

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