Clients

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

18 articles in this collection
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 format

Written 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

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

My client cannot connect

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

Written by Mathieu Gagné
Updated over a week ago

See all the company's clients

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

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

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

Written by Mathieu Gagné
Updated over a week ago

Communicate with your clients

In this article, you will find different ways to communicate with your clients.

Written by Mathieu Gagné
Updated over a week ago

Resend the invitation to my client

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

Written by Mathieu Gagné
Updated over a week ago

Goals

How to delete an objective

Here is the procedure to delete an objective

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 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