Hexfit Help Center
English
Français
All Collections
Clients
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 accessible to him. He will be able to see it from the "All plans" tab of the mobile app.
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