Client details and emergency contacts

Contact details, emergency contacts, medical information and membership, and downloading your client list.

Open a client and choose the Details tab. There are three sections, each with its own Edit button:

• Emergency contact: who to call, their phone number, and anything you need to know in an emergency, such as asthma, allergies or medication. It shows at the top of the client's page, so it's one tap away during a session.
• Contact details: phone, address, preferred name and pronouns, their job, and whether they're happy with photos and marketing emails.
• Membership: when they joined, their membership or package, and how they found you. Only you and your team can change these.

Changing a client's coaches

Further down the Details tab, Coaches shows who coaches the client. The company owner can tap Change to add or swap coaches; a client always has at least one. Coaches see the client's training, and for a client under 18, only their coaches can message them.

Clients can fill in and update their own contact details and emergency contact under Account, so you don't have to type it all in. A client with no emergency contact is marked on their page.

Download your client list

On Clients, tap Download list for a spreadsheet of everyone you coach (owners get everyone) with their details. It opens in Excel, Numbers or Google Sheets. Keep it somewhere safe: it holds personal information.

Still stuck? Email [email protected].