The My Clients page gives you an overview of your clients’ activity on MyThrive. You can review bookings, coaching credits and session activity, then contact or invite a client.
How do I open the My Clients page?
Sign in to your MyThrive coach account.
Select My Clients from the main menu.
Review the client summary and Activity sections.
What does the client summary show?
The summary at the top of the page shows your total number of clients. It groups their recent activity into:
With a future booking
Session in last 14 days
Session in last 14–30 days
Session over 30 days ago
Enquiries
The Recommended actions section may suggest actions to help you maintain your coaching relationships and support future bookings.
Select Guidance for more information about the recommended actions. If there’s nothing to complete, you’ll see You’re all up to date – no recommended actions.
What information is shown in the Activity section?
The client activity table shows:
Name
Completed Sessions
Last Session
Next Session
Credits Available
Booking Eligibility
Booking Eligibility shows whether you can invite the client to another session. A client may have credits available but still show as Not Eligible.
How do I find or filter clients?
Use the options above the activity table to narrow the results:
Enter the client’s name in Search by name.
Select a Client status, Credit status or Booking status filter.
Select Reset to remove the filters and display all clients again.
You can also select the arrows beside a column heading to change the order of the results.
What does Advanced view show?
Turn on Advanced view to see more information about each client, including their most recent session topic.
Additional information may appear to the right of the table. Scroll across or use the arrow shown on the page to view the remaining columns.
Turn off Advanced view to return to the standard activity table.
What actions can I take for a client?
Select the three-dot menu at the end of the client’s row. Depending on the client and their activity, you may be able to:
Invite to session
Contact Client
View Profile
View Goals
View Next Session
View Last Session
Unavailable actions are shown in grey.
How do I download the Client Activity Report?
Go to My Clients.
Apply any filters you want to use.
Select the three-dot options menu beside Advanced view.
Select the option to download or export the report.
Open the downloaded spreadsheet on your device.
The downloaded report may include:
completed, booked and upcoming sessions;
last and next session dates;
available credits;
booking eligibility;
recent and upcoming session topics;
session feedback status;
client registration information;
programme or enterprise information; and
client status.
Does the report only show sessions booked with me?
No. The report may include the client’s activity across the MyThrive platform, not only sessions booked with you.
This means the client’s Last Session or Next Session could be with another coach.