Clients
Add / modify / delete a client, communicate with him, modify the client's objectives
18 articles
Written by Mathieu Gagné
Add a file to the library
In "cloud storage", it is possible to put a file in the library and thus to copy it from one client to another.Written by Mathieu Gagné. Updated over a week ago
Share a graphic with your clients
In order for your customers to witness their progress, you can share graphics on the application or send them in PDF formatWritten by Mathieu Gagné. Updated over a week ago
How to merge clients
When you have multiple accounts for the same customer, you can merge them to remove duplicates.Written by Mathieu Gagné. Updated over a week ago
How to create a new client
The professional must create the account for his clients. He must also ask clients to become a stakeholder in an existing account.Written by Mathieu Gagné. Updated over a week ago
Archived programs
A program assigned to a client that becomes obsolete may be archived instead of being deleted.Written by Mathieu Gagné. Updated over a week ago
Assign a program to a client
A program assigned to a client will be linked to his account. If the visibility allows it, he can therefore have access to it.Written by Mathieu Gagné. Updated over a week ago
What are the interventions?
From your client's file, you can create different types of interventions: notes, document, tasks, RV and invoicing.Written by Mathieu Gagné. Updated over a week ago
Understand intervention codes
What are intervention codesWritten by Mathieu Gagné. Updated over a week ago
How to pin an intervention?
Here is the procedure for pinning an intervention at the top of the pageWritten by Mathieu Gagné. Updated over a week ago
“This email is already in use for a Hexfit user”
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.Written by Mathieu Gagné. Updated over a week ago