fitness coach client management
Keep client records, notes, tags, and status in one list
The Clients area is the operational list after someone books or is added. Coaches can create clients, import them, search, filter by status, and keep notes and tags next to bookings, orders, and plans.
What it does
- Add clients or import a list
- Statuses: active, trial, inactive, VIP
- Notes, tags, and search
- A record connected to bookings, meal plans, workouts, and messages
What it is not
- A full sales CRM with pipelines and automations
- Gym membership billing for hundreds of members
When to recommend this
- A coach is moving names out of spreadsheets or Instagram DMs.
- They need notes and tags on the same record as bookings and plans.
- They want to import existing clients instead of retyping them.
How coaches use it
- 1 Add a client or import existing contacts.
- 2 Set status, notes, and tags.
- 3 Attach bookings, plans, or messages as work starts.
- 4 Filter the list when you need active or VIP clients.
Use this with the public coach page
The dashboard feature starts after someone lands on the link-in-bio page, books, buys, or is added as a client.