Step-by-Step (From the Client Search Bar)
- From any screen in your fitDEGREE admin account, locate the Client Search Bar at the top of your screen (next to the calendar icon).
- Click inside the search bar to open the client list dropdown.
- At the bottom of the list, click the "+" button labeled "Create New Client".
- A "Create Client" form will open. Fill out all applicable details.
- Click "Create" to finalize the client profile.
Step-by-Step (From the Clients Window)
- Click the Menu icon (top left corner).
- Select Clients to open the Clients Window.
- Click the "+" (New Client) button at the top of the screen.
- A "Create Client" form will open. Fill out all applicable details.
- Click "Create" to finalize the client profile.
Things to Note:
Required Fields for Client Creation:
- First Name
- Last Name
- Email Address
Email Address Restrictions:
- Each client must have a unique email address.
- You cannot use the same email for multiple clients.
- If necessary, use the “+ trick” to create variations of an email (e.g.,
[email protected]
,[email protected]
). - This trick works with Gmail, Outlook, Yahoo, iCloud, ProtonMail, and other providers that support plus addressing.
What Happens After Creating a Client?
- The client does not automatically have a mobile app profile.
- They will receive a Login Credential Email with a "Create Your Login" button.
- This button allows them to set a password and complete their profile setup.
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