Onboarding for clients

If you've gone to add a client you've noticed the option for an onboarding survey.

Onboarding surveys can easily be added from your Clients tab under the Client Reminders dropdown - Surveys. From here, you can create 1-10 questions, multiple choice, long-form answers, short-form, and so much more. Your client is capable of answering these surveys both from the website and the mobile app.

Client OnBoarding is the exact same thing you would do with in-person clients - ask them important questions before you start training. Questions are typically along the lines of “what type of training do you like to do?” and “what is your injury history?”.
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‍Click here to learn how to write onboarding questions

​Onboarding for potential clients
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We’ve added onboarding questions to your trainer website as well so you can create questions ahead of time that any interested clients will answer before applying to train with you.

Once a client applies to train with you from your trainer website, you'll notice a number highlighted on your Clients tab in the Pending section. Once in the Pending tab, you’ll be able to see their application. From there, you have the choice to either approve or deny the client after viewing all of their Onboarding questions.
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Once you push Approve that person is now your client! Message them in the inbox or email them to get started.