Hexfit

In "cloud storage", it is possible to put a file in the library and thus to copy it from one client to another.

Add a file to the library

In order for your customers to witness their progress, you can share graphics on the application or send them in PDF format

Share a graphic with your clients

When you have multiple accounts for the same customer, you can merge them to remove duplicates.

How to merge clients

The professional must create the account for his clients. He must also ask clients to become a stakeholder in an existing account.

How to create a new client

Here is the procedure to modify general information (email, telephone, date of birth, address)

How to change a client's information

Here are a few things that can help you improve your follow-ups with your in-person customers.

Use Hexfit in person with your clients

Mathieu Gagné

Add / modify / delete a client, communicate with him, modify the client's objectives

Clients

Here is the procedure to import a list of clients into Hexfit

How to import a customer list

Various things can prevent a client from signing in, but the cause is usually an email or password error.

My client cannot connect

It is possible for an administrator to see all the clients of his company, even those with whom he is not involved.

See all the company's clients

Here is the procedure for doing an action on several clients at the same time

How to take action on several clients at the same time?

To delete a client, you will need to archive it first. Here is how to do it.

How to archive and delete a client

When you create a client account, and he doesn't receive the welcome email, you can resend it.

Resend the invitation to my client

General

A program assigned to a client that becomes obsolete may be archived instead of being deleted.

Archived programs

A program assigned to a client will be linked to his account. If the visibility allows it, he can therefore have access to it.

Assign a program to a client

From your client's file, you can create different types of interventions: note, document, tasks, and billing.

What are the interventions?

Understand intervention codes

Here is the procedure for pinning an intervention at the top of the page

How to pin an intervention?

This means that the client you are trying to add already has a Hexfit account under that email or has had one in the past.

“This email is already in use for a Hexfit user”

Académie

Status

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