Interventions make it possible to record what has been done with a client and what is to be done with him. There are five types of interventions: Text, Documents, Tasks and Appointments and Billing.


Text-type interventions

In this way, you can add notes to the client's file that will appear in the client's summary in chronological order.


Document type intervention

Using this type of intervention, you can complete a document directly from the software. Whether it's a document found there by default or a document that you created yourself in the administration section. You can complete physical tests, questionnaires, forms, etc. You can also have these documents completed by your customers. The completed versions of the document will be found in the "Documents" section in the client's file.


Task-type interventions

This tool is used to add an item to your to-do list. These tasks will appear in your dashboard and in your customer summary. You can also mark your tasks as "Done" to remove them from the list.


Appointment type interventions

Appointments allow you to schedule meetings with your clients, sessions, calls or anything that you have scheduled with your clients.

* You must have the Hexfit Unlimited plan to use this feature. Click here to learn more.


Billing type interventions*

The billing module allows you to track your customers' payments, charge them, send them receipts and much more.

For the first steps, click here.

* You must have the Hexfit Unlimited plan to use this feature. Click here to learn more.


Further information

To learn more about how to create an intervention code, click here.

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