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

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

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

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

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

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

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

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

Here is the procedure for doing an 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.

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

Here is the procedure to delete an objective

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

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

From your client's file, you can create different types of interventions: notes, document, tasks, RV and invoicing.

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

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.