How to Add a New Client

Modified on Tue, 27 Jun 2023 at 02:46 PM

Step-by-Step (From Client Search Bar)

From anywhere on your fitDEGREE admin account you can find your Client Search Bar at the top of your screen. Click into this search bar and a drop-down of clients will appear with a "plus sign" reading “Create New Client” at the bottom of the list; click the "plus" sign
Once done, a new tab will appear which is labeled “Create Client,” fill out all applicable sections within the tab then press the blue “Create” button

Step-by-Step (From Clients Window)

From your dashboard, click the menu icon in the top left corner of your screen, next to the fitDEGREE logo
Within the menu tab that appears on screen, select “Clients” and a new window labeled “Clients” will appear on screen
Click the "plus sign" in the top left corner of the screen next to the title "Clients"
Once done, a new tab will appear which is labeled “Create User,” fill out all applicable sections within the tab then press the “Create” button

Things to Note:

Adding a tag to your client helps classify them within your system to easier apply discounts as well as search clients in the system and pull lists
Anywhere that there is a client search bar can be used to create a new client by clicking the "plus sign" below clients' names
The creation of a profile will not create a profile on the mobile application, but it will email them a welcome email from which then can Create a Log in.