Clients

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

24 articles in this collection
Written by Mathieu Gagné

Share a graphic with your client

Here is the procedure to share a graph with your customers

Written by Mathieu Gagné
Updated over a week ago

How to create a new client

Here is the procedure to add a new customer

Written by Mathieu Gagné
Updated this week

How to merge customers

Here is the procedure to merge two clients together

Written by Mathieu Gagné
Updated this week

General

How to import a customer list

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

Written by Mathieu Gagné
Updated over a week ago

See all the company's customers

Here is the procedure to see all the clients of the company (Super Administrator only)

Written by Mathieu Gagné
Updated over a week ago

My client cannot connect

Here are the steps to follow when a customer cannot access their Hexfit account

Written by Mathieu Gagné
Updated over a week ago

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

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

Written by Mathieu Gagné
Updated over a week ago

How to archive and delete a client

Here is the procedure to delete a client

Written by Mathieu Gagné
Updated this week

How to communicate with your customers?

Here is the procedure to communicate with your customers

Written by Mathieu Gagné
Updated over a week ago

Resend the invitation to my client

How to resend the invitation to my client by email

Written by Mathieu Gagné
Updated this week

Goals

How to create a new goal

Here is the procedure to create a new primary and secondary goal for your client

Written by Mathieu Gagné
Updated over a week ago

How to see goals from the clients tab

Here is the description in order to see the objectives directly in the client tab.

Written by Mathieu Gagné
Updated over a week ago

Create schedule and periodization

Training periodization is a tool that can be used by the professional to optimize his long-term planning

Written by Mathieu Gagné
Updated over a week ago

How to delete a secondary objective

How to delete a secondary objective

Written by Mathieu Gagné
Updated over a week ago

How to mark an objective as completed

Here is the procedure to mark a goal as successful

Written by Mathieu Gagné
Updated over a week ago

How to modify an objective

Here is the procedure to modify an objective

Written by Mathieu Gagné
Updated over a week ago

How to delete an objective

Here is the procedure to delete an objective

Written by Mathieu Gagné
Updated over a week ago

Archived programs

Find out more about archived programs

Written by Mathieu Gagné
Updated this week

How do I assign a program to a client?

Here is the procedure to assign a program to a client

Written by Mathieu Gagné
Updated over a week ago

Where to see the results and comments following the training sessions

You can see and compare a client's results over time. You can also read the comments he left for you.

Written by Mathieu Gagné
Updated over a week ago

What are the interventions

Here is the description of the different types of interventions

Written by Mathieu Gagné
Updated over a week ago

Understanding intervention codes

What are intervention codes

Written 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 page

Written 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